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Innovator US Equity Power Buffer ETF June
PJUN

55 hedge funds and large institutions have $31.1M invested in Innovator US Equity Power Buffer ETF June in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

28% more funds holding

Funds holding: 43 → 55 (+12)

14.06% less ownership

Funds ownership: 47.44% → 33.38% (-14%)

33% less capital invested

Capital invested by funds: $46.3M → $31.1M (-$15.1M)

71% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
4
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.19M
2
HighTower Advisors
HighTower Advisors
Illinois
+$671K
3
KAS
Kestra Advisory Services
Texas
+$567K
4
PCM
Penserra Capital Management
California
+$549K
5
Citadel Advisors
Citadel Advisors
Florida
+$492K

Top Sellers

1
WP
WealthPLAN Partners
Nebraska
-$20M
2
PI
Parkside Investments
Illinois
-$1.67M
3
Osaic Holdings
Osaic Holdings
Arizona
-$944K
4
SI
Stephens Inc
Arkansas
-$858K
5
AAS
Avantax Advisory Services
Texas
-$734K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
26
Arax Advisory Partners
Colorado
$287K – – –
TWP
27
TFO Wealth Partners
Ohio
$270K +$266K +8,977 New
NF
28
Nikulski Financial
Iowa
$257K – – –
WIA
29
World Investment Advisors
California
$251K -$26.7K -900 -10%
GCP
30
Gill Capital Partners
Colorado
$214K +$211K +7,130 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$210K – – –
TWM
32
Tradition Wealth Management
Minnesota
$208K +$205K +6,924 New
PI
33
Parkside Investments
Illinois
$204K -$1.67M -56,525 -89%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$200K +$197K +6,651 New
GWM
35
Geneos Wealth Management
Colorado
$139K -$8.53K -288 -6%
SWA
36
Sutton Wealth Advisors
Florida
$114K – – –
FCM
37
Firestone Capital Management
Florida
$109K -$94.8K -3,200 -47%
BFC
38
Bedel Financial Consulting
Indiana
$106K – – –
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$94K – – –
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$90K – – –
KCM
41
Kathmere Capital Management
Pennsylvania
$65K – – –
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$61K – – –
Morgan Stanley
43
Morgan Stanley
New York
$60K +$59.3K +2,000 New
VFA
44
Valeo Financial Advisors
Indiana
$54K – – –
LFG
45
Larson Financial Group
Missouri
$51K – – –
CFA
46
Carroll Financial Associates
North Carolina
$36K -$23.4K -790 -39%
UBS Group
47
UBS Group
Switzerland
$31K -$6.61K -223 -18%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$30K – – –
WT
49
Whittier Trust
California
$24K +$23.7K +800 New
CAAS
50
Capital Asset Advisory Services
Michigan
$14K +$14.3K +482 New
1
2
3

PJUN Hedge Fund Activity: Q4 2020 in Review

55 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2020, worth a combined $31.1M — down 33% from $46.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PJUN positions and 3 closed out — a net gain of 14 holders — while 4 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.19M. The largest seller was WealthPLAN Partners, cutting an estimated $20M.

  • 55 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $31.1M of Innovator US Equity Power Buffer ETF June stock for Q4 2020, down 33% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2020 and 3 closed out, a net change of +14 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2020 was Susquehanna International Group, an estimated $1.19M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2020 was WealthPLAN Partners, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2020.