We are live on ! Find out more
PJUN icon

Innovator US Equity Power Buffer ETF June

148 hedge funds and large institutions have $399M invested in Innovator US Equity Power Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1% more funds holding

Funds holding: 146148 (+2)

0.82% more ownership

Funds ownership: 75.25%76.07% (+0.82%)

4% less capital invested

Capital invested by funds: $415M → $399M (-$15.2M)

73% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 70

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
14
Increased
19
Reduced
70
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
MTM Financial Group
Pennsylvania
$3.36M
WCG
27
Weaver Consulting Group
California
$3.34M -$32.1K -1,000 -1%
KAS
28
Kestra Advisory Services
Texas
$3.22M +$843K +26,221 +37%
AWM
29
AE Wealth Management
Kansas
$3.17M -$23.2M -722,383 -89%
BPA
30
Beacon Pointe Advisors
California
$3.15M -$471K -14,662 -13%
ICG
31
InterOcean Capital Group
Tennessee
$3.05M -$1.45M -45,056 -33%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$2.98M -$200K -6,225 -7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.83M -$147K -4,568 -5%
TC
34
TownSquare Capital
Utah
$2.82M -$55.6K -1,731 -2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.8M -$379K -11,786 -12%
IFG
36
Independent Financial Group
California
$2.69M
CAN
37
Cetera Advisor Networks
California
$2.56M -$178K -5,543 -7%
CA
38
CoreCap Advisors
Michigan
$2.51M +$76.9K +2,393 +3%
SB
39
Strategic Blueprint
Georgia
$2.39M -$45.8K -1,425 -2%
CA
40
Cetera Advisors
Colorado
$2.33M +$250K +7,770 +13%
BWP
41
Balboa Wealth Partners
Arizona
$2.04M -$874K -27,185 -31%
SWA
42
Stratos Wealth Advisors
Ohio
$1.9M -$13.4K -416 -0.7%
KWM
43
KFG Wealth Management
Indiana
$1.86M -$199K -6,192 -10%
AA
44
Advisory Alpha
Michigan
$1.81M -$51.1K -1,590 -3%
SWP
45
Summit Wealth Partners
Florida
$1.7M -$624K -19,412 -28%
WA
46
Wealth Alliance
New York
$1.66M
CAC
47
Certified Advisory Corp
Florida
$1.63M
BFEC
48
Benjamin F. Edwards & Company
Missouri
$1.61M +$130K +4,038 +9%
CRWM
49
Castle Rock Wealth Management
California
$1.59M
LPL Financial
50
LPL Financial
California
$1.56M +$1.1M +34,105 +267%

PJUN Hedge Fund Activity: Q4 2023 in Review

148 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2023, worth a combined $399M — down 3.7% from $415M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PJUN positions and 11 closed out — a net gain of 3 holders — while 19 added to existing stakes and 70 trimmed.

The largest buyer was Jane Street, adding an estimated $21.2M. The largest seller was AE Wealth Management, cutting an estimated $23.2M.

  • 148 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2023, up from 146 in Q3 2023.
  • Funds reported $399M of Innovator US Equity Power Buffer ETF June stock for Q4 2023, down 3.7% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2023 and 11 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2023 was Jane Street, an estimated $21.2M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2023 was AE Wealth Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2023.