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Innovator US Equity Power Buffer ETF June
PJUN

Overview Fund Activity

160 hedge funds and large institutions have $537M invested in Innovator US Equity Power Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
81
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$48.6M
2
BCM
2
Brookstone Capital Management
Illinois
$34.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$19.4M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$12.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$19.7M

Top Sellers

1
VFPI
1
Vantage Financial Partners (Illinois)
Illinois
$0
2
AGA
2
Accuvest Global Advisors
Utah
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
ACM
4
Andina Capital Management
Utah
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
Bellwether Advisors
Nebraska
$4.56M +$700K +19,640 +18%
YWS
27
Yarger Wealth Strategies
Ohio
$4.31M +$1.33M +37,241 +45%
SWA
28
Stratos Wealth Advisors
Ohio
$4.19M +$2.25M +63,254 +116%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$3.95M -$51.8K -1,454 -1%
CA
30
CoreCap Advisors
Michigan
$3.91M +$1.05M +29,518 +37%
SEP
31
Southland Equity Partners
Missouri
$3.76M +$108K +3,039 +3%
WCG
32
Weaver Consulting Group
California
$3.71M +$174K +4,879 +5%
CPA
33
Clear Point Advisors
New York
$3.52M -$114K -3,190 -3%
MCM
34
MAI Capital Management
Ohio
$3.28M +$2.93M +82,295 +850%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$3.11M +$3.11M +87,350 New
LPL Financial
36
LPL Financial
California
$3.04M +$451K +12,650 +17%
SB
37
Strategic Blueprint
Georgia
$2.48M +$39.9K +1,120 +2%
CA
38
Corrado Advisors
New Jersey
$2.4M +$1.28M +35,967 +114%
NA
39
NewEdge Advisors
Louisiana
$2.35M +$2.09M +58,767 +816%
BWP
40
Balboa Wealth Partners
Arizona
$2.15M -$7.12K -200 -0.3%
RA
41
RFG Advisory
Alabama
$2.13M +$924K +25,954 +77%
RJA
42
Raymond James & Associates
Florida
$2.1M +$2.1M +59,076 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.1M -$178K -4,985 -8%
KWM
44
KFG Wealth Management
Indiana
$2.02M +$146K +4,096 +8%
PWMG
45
Pinnacle Wealth Management Group
Michigan
$1.99M +$1.17M +32,850 +143%
WA
46
Wealth Alliance
New York
$1.84M +$50.6K +1,421 +3%
DWM
47
Dakota Wealth Management
Florida
$1.77M +$1.77M +49,815 New
CIA
48
Cape Investment Advisory
Georgia
$1.68M +$142K +4,000 +9%
TC
49
TownSquare Capital
Utah
$1.65M -$205K -5,742 -11%
CRWM
50
Castle Rock Wealth Management
California
$1.61M +$40.2K +1,129 +3%
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