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Innovator US Equity Power Buffer ETF June

78 hedge funds and large institutions have $110M invested in Innovator US Equity Power Buffer ETF June in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

229% more capital invested

Capital invested by funds: $33.4M → $110M (+$76.4M)

130.01% more ownership

Funds ownership: 49.99%180% (+130%)

59% more funds holding

Funds holding: 4978 (+29)

Holders
78
Holders Change
+29
Holders Change %
+59.18%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
25
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
51
Old Mission Capital
Illinois
$243K +$241K +7,825 New
AIA
52
Alera Investment Advisors
Illinois
$236K +$234K +7,614 New
TWM
53
Tradition Wealth Management
Minnesota
$208K -$322K -10,451 -60%
OCM
54
Orion Capital Management
California
$183K +$172K +5,600 +1,867%
BFC
55
Bedel Financial Consulting
Indiana
$157K +$45.2K +1,470 +41%
ASN
56
Advisory Services Network
Georgia
$157K +$156K +5,064 New
OIA
57
Optimum Investment Advisors
Illinois
$155K +$154K +5,000 New
GWM
58
Geneos Wealth Management
Colorado
$142K
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$127K +$62.9K +2,045 +100%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$107K -$308 -10 -0.3%
EWM
61
Elmwood Wealth Management
California
$102K +$81.5K +2,650 +408%
SB
62
Strategic Blueprint
Georgia
$97K +$96.2K +3,128 New
FCM
63
Firestone Capital Management
Florida
$72K
Morgan Stanley
64
Morgan Stanley
New York
$62K
CP
65
Castleview Partners
Texas
$45K +$44.3K +1,440 New
BFEC
66
Benjamin F. Edwards & Company
Missouri
$45K +$44.9K +1,460 New
BMD
67
Better Money Decisions
New Mexico
$42K +$42.1K +1,367 New
IFAM
68
Institutional & Family Asset Management
Colorado
$37K +$36.9K +1,198 New
SFP
69
Sterling Financial Planning
New Jersey
$31K +$21K +683 +211%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$29K +$29.2K +950 New
SWM
71
Spire Wealth Management
Virginia
$29K +$29.2K +950 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$19K
CAAS
73
Capital Asset Advisory Services
Michigan
$11K -$3.48K -113 -23%
AWM
74
AllSquare Wealth Management
New York
$11K
NFG
75
Next Financial Group
Texas
$11K

PJUN Hedge Fund Activity: Q2 2021 in Review

78 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2021, worth a combined $110M — up 229% from $33.4M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PJUN positions and 8 closed out — a net gain of 29 holders — while 25 added to existing stakes and 6 trimmed.

The largest buyer was Transform Wealth, opening a new position worth an estimated $27.2M. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $4.77M sold.

  • 78 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $110M of Innovator US Equity Power Buffer ETF June stock for Q2 2021, up 229% quarter-over-quarter.
  • 37 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2021 and 8 closed out, a net change of +29 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2021 was Transform Wealth, an estimated $27.2M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q2 2021 was Soltis Investment Advisors, an estimated $4.77M sold.

Based on aggregated 13F filings for Q2 2021.