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Innovator US Equity Power Buffer ETF June
PJUN

Overview Fund Activity

43 hedge funds and large institutions have $46.3M invested in Innovator US Equity Power Buffer ETF June in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
10
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$2.24M
2
WP
2
WealthPLAN Partners
Nebraska
$20.5M
3
OMC
3
Old Mission Capital
Illinois
$821K
4
AAS
4
Avantax Advisory Services
Texas
$734K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.86M

Top Sellers

1
TW
1
Transform Wealth
Colorado
$0
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
BMM
3
Berkshire Money Management
Massachusetts
$1.45M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.38M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
26
Chicago Partners Investment Group
Illinois
$235K +$235K +8,058 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$203K +$203K +7,002 New
FCM
28
Firestone Capital Management
Florida
$198K +$87K +2,995 +78%
GWM
29
Geneos Wealth Management
Colorado
$139K – – –
SWA
30
Sutton Wealth Advisors
Florida
$110K – – –
BFC
31
Bedel Financial Consulting
Indiana
$102K +$63.5K +2,194 +165%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$91K – – –
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$85K +$85K +2,940 New
KCM
34
Kathmere Capital Management
Pennsylvania
$62K +$62K +2,152 New
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$59K +$38.2K +1,318 +183%
CFA
36
Carroll Financial Associates
North Carolina
$58K – – –
VFA
37
Valeo Financial Advisors
Indiana
$52K – – –
LFG
38
Larson Financial Group
Missouri
$50K +$38K +1,298 +318%
UBS Group
39
UBS Group
Switzerland
$37K +$37K +1,260 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$29K – – –
EWM
41
Elmwood Wealth Management
California
$18K – – –
AWM
42
AllSquare Wealth Management
New York
$10K – – –
NFG
43
Next Financial Group
Texas
$10K +$10K +357 New
TW
44
Transform Wealth
Colorado
– -$16.1M -573,068 Closed
PCS
45
Personal CFO Solutions
New Jersey
– -$1.75M -62,151 Closed
HF
46
HRT Financial
New York
– -$538K -19,199 Closed
Jane Street
47
Jane Street
New York
– -$363K -12,935 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– -$311K -11,066 Closed
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