Innovator US Equity Power Buffer ETF June
PJUN
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.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
8% more funds holding
Funds holding: 40 → 43 (+3)
20.06% less ownership
Funds ownership: 67.49% → 47.44% (-20%)
24% less capital invested
Capital invested by funds: $60.9M → $46.3M (-$14.6M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.23M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$1.35M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$815K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$728K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$16.1M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$1.75M |
| 3 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$974K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$884K |
| 5 |
HF
HRT Financial
New York
|
-$538K |
PJUN Hedge Fund Activity: Q3 2020 in Review
43 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q3 2020, worth a combined $46.3M — down 24% from $60.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PJUN positions and 5 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Penserra Capital Management, opening a new position worth an estimated $2.23M. The largest seller was Transform Wealth, exiting entirely with an estimated $16.1M sold.
- 43 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q3 2020, up from 40 in Q2 2020.
- Funds reported $46.3M of Innovator US Equity Power Buffer ETF June stock for Q3 2020, down 24% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Power Buffer ETF June positions in Q3 2020 and 5 closed out, a net change of +4 holders.
- The largest Innovator US Equity Power Buffer ETF June buyer in Q3 2020 was Penserra Capital Management, an estimated $2.23M added.
- The largest Innovator US Equity Power Buffer ETF June seller in Q3 2020 was Transform Wealth, an estimated $16.1M sold.
Based on aggregated 13F filings for Q3 2020.