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Innovator US Equity Power Buffer ETF June

78 hedge funds and large institutions have $110M invested in Innovator US Equity Power Buffer ETF June in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

229% more capital invested

Capital invested by funds: $33.4M → $110M (+$76.4M)

130.01% more ownership

Funds ownership: 49.99%180% (+130%)

59% more funds holding

Funds holding: 4978 (+29)

Holders
78
Holders Change
+29
Holders Change %
+59.18%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
25
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
26
Trek Financial
Arizona
$706K +$700K +22,756 New
KAS
27
Kestra Advisory Services
Texas
$701K +$695K +22,577 New
DFA
28
DHJJ Financial Advisors
Illinois
$649K +$88.3K +2,870 +16%
GCP
29
Gill Capital Partners
Colorado
$627K +$402K +13,066 +183%
HI
30
Harbour Investments
Wisconsin
$599K +$174K +5,655 +41%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$593K +$355K +11,550 +153%
WP
32
WealthPLAN Partners
Nebraska
$501K +$69.7K +2,264 +17%
SPC
33
Sigma Planning Corp
Michigan
$496K +$491K +15,968 New
WIA
34
World Investment Advisors
California
$461K +$203K +6,600 +80%
VA
35
Valmark Advisers
Ohio
$460K +$456K +14,825 New
RIS
36
Retirement Income Solutions
Michigan
$421K +$417K +13,556 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$412K +$409K +13,279 New
NF
38
Nikulski Financial
Iowa
$386K +$118K +3,850 +45%
AAP
39
Arax Advisory Partners
Colorado
$382K +$379K +12,313 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$373K +$165K +5,353 +80%
DAS
41
Dynamic Advisor Solutions
Arizona
$373K +$370K +12,010 New
BWM
42
BCGM Wealth Management
Indiana
$368K +$149K +4,830 +70%
WDL
43
Well Done LLC
Michigan
$366K
FFA
44
Fragasso Financial Advisors
Pennsylvania
$323K +$320K +10,400 New
SWA
45
Sutton Wealth Advisors
Florida
$307K +$188K +6,104 +161%
FCFC
46
First Commonwealth Financial Corp
Pennsylvania
$306K +$303K +9,856 New
LNC
47
Lincoln National Corp
Pennsylvania
$290K +$287K +9,334 New
TWP
48
TFO Wealth Partners
Ohio
$279K
CFA
49
Carroll Financial Associates
North Carolina
$270K +$268K +8,710 New
CFO
50
Collective Family Office
Pennsylvania
$248K +$246K +8,000 New

PJUN Hedge Fund Activity: Q2 2021 in Review

78 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2021, worth a combined $110M — up 229% from $33.4M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PJUN positions and 8 closed out — a net gain of 29 holders — while 25 added to existing stakes and 6 trimmed.

The largest buyer was Transform Wealth, opening a new position worth an estimated $27.2M. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $4.77M sold.

  • 78 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $110M of Innovator US Equity Power Buffer ETF June stock for Q2 2021, up 229% quarter-over-quarter.
  • 37 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2021 and 8 closed out, a net change of +29 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2021 was Transform Wealth, an estimated $27.2M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q2 2021 was Soltis Investment Advisors, an estimated $4.77M sold.

Based on aggregated 13F filings for Q2 2021.