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Innovator US Equity Power Buffer ETF June
PJUN

40 hedge funds and large institutions have $60.9M invested in Innovator US Equity Power Buffer ETF June in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

150% more funds holding

Funds holding: 16 → 40 (+24)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

1% more capital invested

Capital invested by funds: $60.2M → $60.9M (+$716K)

24.3% less ownership

Funds ownership: 91.79% → 67.49% (-24%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
40
Holders Change
+24
Holders Change %
+150%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
3
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
WealthPLAN Partners
Nebraska
+$17.3M
2
TW
Transform Wealth
Colorado
+$15.4M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.44M
4
PI
Parkside Investments
Illinois
+$1.71M
5
PCS
Personal CFO Solutions
New Jersey
+$1.67M

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
-$53.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.49M
3
FI
FormulaFolio Investments
Michigan
-$1.18M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$442K
5
Jane Street
Jane Street
New York
-$392K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
26
World Investment Advisors
California
$266K +$246K +9,145 New
Citadel Advisors
27
Citadel Advisors
Florida
$250K +$240K +8,923 New
NF
28
Nikulski Financial
Iowa
$239K – – –
GWM
29
Geneos Wealth Management
Colorado
$133K – – –
FCM
30
Firestone Capital Management
Florida
$107K +$103K +3,825 New
SWA
31
Sutton Wealth Advisors
Florida
$106K +$102K +3,788 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$88K +$84.2K +3,128 New
CFA
33
Carroll Financial Associates
North Carolina
$56K +$54.1K +2,010 New
VFA
34
Valeo Financial Advisors
Indiana
$50K +$48.3K +1,792 New
BFC
35
Bedel Financial Consulting
Indiana
$37K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$28K +$10.8K +400 +67%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$19.4K +720 New
EWM
38
Elmwood Wealth Management
California
$18K +$17.5K +650 New
LFG
39
Larson Financial Group
Missouri
$11K +$11K +408 New
AWM
40
AllSquare Wealth Management
New York
$10K +$9.43K +350 New
FI
41
FormulaFolio Investments
Michigan
– -$1.18M -47,351 Closed
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
– -$442K -17,725 Closed
DFG
43
DWM Financial Group
Illinois
– -$309K -12,397 Closed
MWM
44
Maltin Wealth Management
New Jersey
– -$299K -12,000 Closed
WCG
45
Weaver Consulting Group
California
– -$49K -1,967 Closed
WCAMG
46
Woodard & Company Asset Management Group
North Carolina
– -$2K -100 Closed
1
2

PJUN Hedge Fund Activity: Q2 2020 in Review

40 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2020, worth a combined $60.9M — up 1.2% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PJUN positions and 6 closed out — a net gain of 24 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $17.3M. The largest seller was Berkshire Money Management, cutting an estimated $53.3M.

  • 40 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2020, up from 16 in Q1 2020.
  • Funds reported $60.9M of Innovator US Equity Power Buffer ETF June stock for Q2 2020, up 1.2% quarter-over-quarter.
  • 30 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2020 and 6 closed out, a net change of +24 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2020 was WealthPLAN Partners, an estimated $17.3M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q2 2020 was Berkshire Money Management, an estimated $53.3M sold.

Based on aggregated 13F filings for Q2 2020.