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Innovator US Equity Power Buffer ETF June

162 hedge funds and large institutions have $461M invested in Innovator US Equity Power Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 10 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

3% more funds holding

Funds holding: 157162 (+5)

0.1% more ownership

Funds ownership: 78.22%78.32% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $482M → $461M (-$21.1M)

87% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 79

Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
10
Reduced
79
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$3.9M -$2.84M -75,992 -42%
MFG
27
MTM Financial Group
Pennsylvania
$3.83M -$1.12K -30 -0%
CA
28
CoreCap Advisors
Michigan
$3.75M -$113K -3,033 -3%
CPA
29
Clear Point Advisors
New York
$3.57M -$113K -3,020 -3%
SEP
30
Southland Equity Partners
Missouri
$3.53M -$526K -14,087 -13%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$3.36M -$372K -9,968 -10%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$3.22M -$7.84K -210 -0.2%
IFG
33
Independent Financial Group
California
$2.93M -$115K -3,087 -4%
LPL Financial
34
LPL Financial
California
$2.89M -$176K -4,729 -6%
YWS
35
Yarger Wealth Strategies
Ohio
$2.76M -$1.66M -44,353 -38%
RWM
36
Riverchase Wealth Management
Texas
$2.45M +$2.43M +65,214 New
MCM
37
MAI Capital Management
Ohio
$2.42M -$197K -5,281 -8%
CA
38
Corrado Advisors
New Jersey
$2.32M -$111K -2,970 -5%
PWMG
39
Pinnacle Wealth Management Group
Michigan
$2.09M
KWM
40
KFG Wealth Management
Indiana
$2.07M -$49.4K -1,323 -2%
WA
41
Wealth Alliance
New York
$1.92M -$25.2K -676 -1%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.89M -$6.68K -179 -0.4%
AWM
43
AE Wealth Management
Kansas
$1.88M -$974K -26,095 -34%
TC
44
TownSquare Capital
Utah
$1.84M +$150K +4,032 +9%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.82M +$591K +15,832 +48%
OIA
46
OneDigital Investment Advisors
Kansas
$1.78M +$1.49K +40 +0.1%
CIA
47
Cape Investment Advisory
Georgia
$1.73M -$34.5K -925 -2%
CRWM
48
Castle Rock Wealth Management
California
$1.72M
CAM
49
Cresset Asset Management
Illinois
$1.61M
SB
50
Strategic Blueprint
Georgia
$1.55M -$690K -18,480 -31%

PJUN Hedge Fund Activity: Q4 2024 in Review

162 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2024, worth a combined $461M — down 4.4% from $482M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PJUN positions and 11 closed out — a net gain of 7 holders — while 10 added to existing stakes and 79 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.47M. The largest seller was Brookstone Capital Management, cutting an estimated $23.3M.

  • 162 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2024, up from 157 in Q3 2024.
  • Funds reported $461M of Innovator US Equity Power Buffer ETF June stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2024 and 11 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2024 was Penserra Capital Management, an estimated $6.47M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2024 was Brookstone Capital Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.