Innovator US Equity Power Buffer ETF June
PJUN
55 hedge funds and large institutions have $31.1M invested in Innovator US Equity Power Buffer ETF June in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
28% more funds holding
Funds holding: 43 → 55 (+12)
14.06% less ownership
Funds ownership: 47.44% → 33.38% (-14%)
33% less capital invested
Capital invested by funds: $46.3M → $31.1M (-$15.1M)
71% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.19M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$671K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$567K |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$549K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$492K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$20M |
| 2 |
PI
Parkside Investments
Deerfield,
Illinois
|
-$1.67M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$944K |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$858K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$734K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
51
AllSquare Wealth Management
Albany,
New York
| $11K | – | – | – |
|
|
NFG
52
Next Financial Group
Houston,
Texas
| $11K | – | – | – |
|
53
Wells Fargo
San Francisco,
California
| $11K | +$10.8K | +365 | New |
|
|
SFP
54
Sterling Financial Planning
Sparta,
New Jersey
| $10K | +$9.57K | +323 | New |
|
|
OCM
55
Orion Capital Management
Coronado,
California
| $9K | +$8.89K | +300 | New |
|
|
SI
56
Stephens Inc
Little Rock,
Arkansas
| – | -$858K | -29,566 | Closed |
|
|
AAS
57
Avantax Advisory Services
Dallas,
Texas
| – | -$734K | -25,250 | Closed |
|
|
CPIG
58
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$235K | -8,058 | Closed |
|
PJUN Hedge Fund Activity: Q4 2020 in Review
55 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2020, worth a combined $31.1M — down 33% from $46.3M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PJUN positions and 3 closed out — a net gain of 14 holders — while 4 added to existing stakes and 14 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.19M. The largest seller was WealthPLAN Partners, cutting an estimated $20M.
- 55 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2020, up from 43 in Q3 2020.
- Funds reported $31.1M of Innovator US Equity Power Buffer ETF June stock for Q4 2020, down 33% quarter-over-quarter.
- 17 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2020 and 3 closed out, a net change of +14 holders.
- The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2020 was Susquehanna International Group, an estimated $1.19M added.
- The largest Innovator US Equity Power Buffer ETF June seller in Q4 2020 was WealthPLAN Partners, an estimated $20M sold.
Based on aggregated 13F filings for Q4 2020.