We are live on ! Find out more
PJUN icon

Innovator US Equity Power Buffer ETF June

49 hedge funds and large institutions have $33.4M invested in Innovator US Equity Power Buffer ETF June in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

16.61% more ownership

Funds ownership: 33.38%49.99% (+17%)

7% more capital invested

Capital invested by funds: $31.1M → $33.4M (+$2.27M)

11% less funds holding

Funds holding: 5549 (-6)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
49
Holders Change
-6
Holders Change %
-10.91%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
26
Gill Capital Partners
Colorado
$219K
BWM
27
BCGM Wealth Management
Indiana
$213K -$227K -7,480 -52%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$204K
GWM
29
Geneos Wealth Management
Colorado
$139K
SWA
30
Sutton Wealth Advisors
Florida
$116K
BFC
31
Bedel Financial Consulting
Indiana
$110K +$1.67K +55 +2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$106K -$108K -3,557 -51%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$91K +$1.06K +35 +1%
FCM
34
Firestone Capital Management
Florida
$71K -$39.3K -1,295 -36%
AIC
35
Ameritas Investment Company
Nebraska
$65.5K +$64.8K +2,135 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$62K
Morgan Stanley
37
Morgan Stanley
New York
$61K
VFA
38
Valeo Financial Advisors
Indiana
$55K
WT
39
Whittier Trust
California
$25K
EWM
40
Elmwood Wealth Management
California
$20K +$19.7K +650 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$18K -$12.1K -400 -40%
CAAS
42
Capital Asset Advisory Services
Michigan
$15K
LFG
43
Larson Financial Group
Missouri
$13K -$39.4K -1,298 -76%
UBS Group
44
UBS Group
Switzerland
$11K -$20.8K -687 -66%
AWM
45
AllSquare Wealth Management
New York
$11K
NFG
46
Next Financial Group
Texas
$11K
Wells Fargo
47
Wells Fargo
California
$11K
SFP
48
Sterling Financial Planning
New Jersey
$10K
OCM
49
Orion Capital Management
California
$9K
OMC
50
Old Mission Capital
Illinois
-$852K -28,332 Closed

PJUN Hedge Fund Activity: Q1 2021 in Review

49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q1 2021, worth a combined $33.4M — up 7.3% from $31.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PJUN and 4 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 9 added.

The largest buyer was Soltis Investment Advisors, adding an estimated $4.39M. The largest seller was Susquehanna International Group, cutting an estimated $989K.

  • 49 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q1 2021, down from 55 in Q4 2020.
  • Funds reported $33.4M of Innovator US Equity Power Buffer ETF June stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Power Buffer ETF June positions in Q1 2021 and 9 closed out, a net change of -5 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q1 2021 was Soltis Investment Advisors, an estimated $4.39M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q1 2021 was Susquehanna International Group, an estimated $989K sold.

Based on aggregated 13F filings for Q1 2021.