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Innovator US Equity Power Buffer ETF June

153 hedge funds and large institutions have $461M invested in Innovator US Equity Power Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 61 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 9

259% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 17

84% more capital invested

Capital invested by funds: $251M → $461M (+$211M)

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

38% more funds holding

Funds holding: 111153 (+42)

0.31% more ownership

Funds ownership: 76.46%76.77% (+0.31%)

Holders
153
Holders Change
+42
Holders Change %
+37.84%
% of All Funds
2.4%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
51
Increased
61
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Bellwether Advisors
Nebraska
$3.84M +$452K +14,644 +14%
SEP
27
Southland Equity Partners
Missouri
$3.3M +$1.04M +33,788 +48%
CA
28
CoreCap Advisors
Michigan
$3.24M +$3.16M +102,279 New
MFG
29
MTM Financial Group
Pennsylvania
$3.22M +$93.5K +3,026 +3%
WCG
30
Weaver Consulting Group
California
$3.2M +$2.06M +66,706 +194%
BPA
31
Beacon Pointe Advisors
California
$3.1M +$574K +18,569 +23%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$3.09M +$902K +29,206 +43%
BWP
33
Balboa Wealth Partners
Arizona
$2.95M +$2.88M +93,198 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.77M +$899K +29,100 +50%
CAN
35
Cetera Advisor Networks
California
$2.66M +$1.43M +46,361 +123%
SWP
36
Summit Wealth Partners
Florida
$2.63M -$78.5K -2,540 -3%
IFG
37
Independent Financial Group
California
$2.56M -$7.41K -240 -0.3%
KAS
38
Kestra Advisory Services
Texas
$2.22M +$709K +22,951 +49%
CA
39
Cetera Advisors
Colorado
$2.2M +$1.1M +35,526 +104%
SB
40
Strategic Blueprint
Georgia
$2.2M +$1.25M +40,319 +138%
SWA
41
Stratos Wealth Advisors
Ohio
$1.82M +$1.78M +57,466 New
AA
42
Advisory Alpha
Michigan
$1.77M +$1.31M +42,480 +315%
OIA
43
OneDigital Investment Advisors
Kansas
$1.74M +$940K +30,438 +124%
KWM
44
KFG Wealth Management
Indiana
$1.7M +$1.02M +33,077 +161%
CAC
45
Certified Advisory Corp
Florida
$1.66M +$1.62M +52,369 New
WA
46
Wealth Alliance
New York
$1.58M +$119K +3,840 +8%
CRWM
47
Castle Rock Wealth Management
California
$1.52M +$173K +5,590 +13%
AWM
48
Axxcess Wealth Management
California
$1.5M +$1.46M +47,309 New
TC
49
TownSquare Capital
Utah
$1.49M +$1.45M +46,994 New
BFEC
50
Benjamin F. Edwards & Company
Missouri
$1.43M +$938K +30,370 +207%

PJUN Hedge Fund Activity: Q2 2023 in Review

153 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2023, worth a combined $461M — up 84% from $251M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PJUN positions and 9 closed out — a net gain of 42 holders — while 61 added to existing stakes and 17 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $29M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.33M.

  • 153 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2023, up from 111 in Q1 2023.
  • Funds reported $461M of Innovator US Equity Power Buffer ETF June stock for Q2 2023, up 84% quarter-over-quarter.
  • 51 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2023 and 9 closed out, a net change of +42 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2023 was AE Wealth Management, an estimated $29M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q2 2023 was Commonwealth Equity Services, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2023.