We are live on ! Find out more
PJUN icon

Innovator US Equity Power Buffer ETF June
PJUN

162 hedge funds and large institutions have $543M invested in Innovator US Equity Power Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 26

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

48% more capital invested

Capital invested by funds: $368M → $543M (+$176M)

10% more funds holding

Funds holding: 147 → 162 (+15)

1.42% less ownership

Funds ownership: 79.53% → 78.11% (-1.4%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
29
Increased
83
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$46.3M
2
BCM
Brookstone Capital Management
Illinois
+$27M
3
HighTower Advisors
HighTower Advisors
Illinois
+$13.5M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$12.3M
5
Osaic Holdings
Osaic Holdings
Arizona
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
VFPI
Vantage Financial Partners (Illinois)
Illinois
-$12.5M
2
AGA
Accuvest Global Advisors
Utah
-$7.13M
3
LNC
Lincoln National Corp
Pennsylvania
-$4.12M
4
ACM
Andina Capital Management
Utah
-$3.93M
5
OMC
Old Mission Capital
Illinois
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
26
Bellwether Advisors
Nebraska
$4.56M +$685K +19,640 +18%
YWS
27
Yarger Wealth Strategies
Ohio
$4.31M +$1.3M +37,241 +45%
SWA
28
Stratos Wealth Advisors
Ohio
$4.19M +$2.21M +63,254 +116%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$3.95M -$50.7K -1,454 -1%
CA
30
CoreCap Advisors
Michigan
$3.91M +$1.03M +29,518 +37%
SEP
31
Southland Equity Partners
Missouri
$3.76M +$106K +3,039 +3%
WCG
32
Weaver Consulting Group
California
$3.71M +$170K +4,879 +5%
MFG
33
MTM Financial Group
Pennsylvania
$3.62M +$32.4K +929 +0.9%
CPA
34
Clear Point Advisors
New York
$3.52M -$111K -3,190 -3%
MCM
35
MAI Capital Management
Ohio
$3.28M +$2.87M +82,295 +850%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$3.11M +$3.05M +87,350 New
LPL Financial
37
LPL Financial
California
$3.04M +$441K +12,650 +17%
IFG
38
Independent Financial Group
California
$2.9M +$4.29K +123 +0.2%
SB
39
Strategic Blueprint
Georgia
$2.48M +$39.1K +1,120 +2%
CA
40
Corrado Advisors
New Jersey
$2.4M +$1.25M +35,967 +114%
NA
41
NewEdge Advisors
Louisiana
$2.35M +$2.05M +58,767 +816%
BWP
42
Balboa Wealth Partners
Arizona
$2.15M -$6.98K -200 -0.3%
RA
43
RFG Advisory
Alabama
$2.13M +$906K +25,954 +77%
RJA
44
Raymond James & Associates
Florida
$2.1M +$2.06M +59,076 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$2.1M -$174K -4,985 -8%
KWM
46
KFG Wealth Management
Indiana
$2.02M +$143K +4,096 +8%
PWMG
47
Pinnacle Wealth Management Group
Michigan
$1.99M +$1.15M +32,850 +143%
WA
48
Wealth Alliance
New York
$1.84M +$49.6K +1,421 +3%
DWM
49
Dakota Wealth Management
Florida
$1.77M +$1.74M +49,815 New
CIA
50
Cape Investment Advisory
Georgia
$1.68M +$140K +4,000 +9%
1
2
3 4 5

PJUN Hedge Fund Activity: Q2 2024 in Review

162 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2024, worth a combined $543M — up 48% from $368M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PJUN positions and 10 closed out — a net gain of 19 holders — while 83 added to existing stakes and 26 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $46.3M. The largest seller was Vantage Financial Partners (Illinois), exiting entirely with an estimated $12.5M sold.

  • 162 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2024, up from 147 in Q1 2024.
  • Funds reported $543M of Innovator US Equity Power Buffer ETF June stock for Q2 2024, up 48% quarter-over-quarter.
  • 29 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2024 and 10 closed out, a net change of +19 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2024 was AE Wealth Management, an estimated $46.3M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q2 2024 was Vantage Financial Partners (Illinois), an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2024.