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Innovator US Equity Power Buffer ETF June

74 hedge funds and large institutions have $90.2M invested in Innovator US Equity Power Buffer ETF June in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $84.6M → $90.2M (+$5.6M)

4.93% more ownership

Funds ownership: 55.52%60.45% (+4.9%)

0% more funds holding

Funds holding: 7474 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

71% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 24

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$725K -$14.8K -465 -2%
Wolverine Trading
27
Wolverine Trading
Illinois
$678K -$51K -1,602 -7%
GCP
28
Gill Capital Partners
Colorado
$619K -$31.1K -977 -5%
SPWM
29
Straight Path Wealth Management
Michigan
$543K +$536K +16,858 New
WP
30
WealthPLAN Partners
Nebraska
$522K +$3.79K +119 +0.7%
HI
31
Harbour Investments
Wisconsin
$516K -$104K -3,275 -17%
SPC
32
Sigma Planning Corp
Michigan
$515K
SCA
33
Southern Capital Advisors
Tennessee
$492K +$485K +15,253 New
VA
34
Valmark Advisers
Ohio
$478K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$477K -$25.6K -806 -5%
WIA
36
World Investment Advisors
California
$474K
LPL Financial
37
LPL Financial
California
$457K -$50.1K -1,576 -10%
RIS
38
Retirement Income Solutions
Michigan
$437K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$436K -$15.6K -490 -3%
SB
40
Strategic Blueprint
Georgia
$417K +$97.6K +3,068 +31%
IA
41
IFP Advisors
Florida
$406K
LNC
42
Lincoln National Corp
Pennsylvania
$400K +$51.8K +1,628 +15%
NF
43
Nikulski Financial
Iowa
$399K
AAP
44
Arax Advisory Partners
Colorado
$397K
DAS
45
Dynamic Advisor Solutions
Arizona
$393K -$3.18K -100 -0.8%
BWM
46
BCGM Wealth Management
Indiana
$379K
FCFC
47
First Commonwealth Financial Corp
Pennsylvania
$368K
CAN
48
Cetera Advisor Networks
California
$361K -$663K -20,828 -65%
IF
49
Integrity Financial
Wyoming
$352K +$348K +10,927 New
FFA
50
Fragasso Financial Advisors
Pennsylvania
$335K

PJUN Hedge Fund Activity: Q4 2021 in Review

74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2021, worth a combined $90.2M — up 6.6% from $84.6M a quarter earlier.

Fund positioning in PJUN was balanced in Q4 2021: 9 funds opened new positions, 9 closed out, 7 added to existing stakes and 24 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $1.48M. The largest seller was Advisory Alpha, exiting entirely with an estimated $1.81M sold.

  • 74 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $90.2M of Innovator US Equity Power Buffer ETF June stock for Q4 2021, up 6.6% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2021 and 9 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2021 was HighTower Advisors, an estimated $1.48M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2021 was Advisory Alpha, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2021.