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Innovator US Equity Power Buffer ETF June
PJUN

74 hedge funds and large institutions have $90.2M invested in Innovator US Equity Power Buffer ETF June in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $84.6M → $90.2M (+$5.6M)

4.93% more ownership

Funds ownership: 55.52% → 60.45% (+4.9%)

0% more funds holding

Funds holding: 74 → 74 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

71% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 24

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$1.48M
2
PCM
Penserra Capital Management
California
+$1.31M
3
SB
Strategic Blueprint
Georgia
+$97.6K
4
LNC
Lincoln National Corp
Pennsylvania
+$51.8K
5
SEP
Southland Equity Partners
Missouri
+$44.2K

Top Sellers

Rank Fund Capital Flow
1
AA
Advisory Alpha
Michigan
-$1.81M
2
CAN
Cetera Advisor Networks
California
-$663K
3
Osaic Holdings
Osaic Holdings
Arizona
-$466K
4
BPA
Beacon Pointe Advisors
California
-$445K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$376K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
51
Sutton Wealth Advisors
Florida
$319K – – –
TWP
52
TFO Wealth Partners
Ohio
$287K – – –
AIA
53
Alera Investment Advisors
Illinois
$281K -$1.62K -51 -0.6%
CFA
54
Carroll Financial Associates
North Carolina
$280K – – –
CFO
55
Collective Family Office
Pennsylvania
$258K – – –
KNFPWM
56
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$238K +$235K +7,396 New
PWA
57
Pillar Wealth Advisors
Pennsylvania
$203K +$200K +6,290 New
OCM
58
Orion Capital Management
California
$190K – – –
BFC
59
Bedel Financial Consulting
Indiana
$153K -$10.1K -316 -6%
DHGWA
60
Dixon Hughes Goodman Wealth Advisors
North Carolina
$138K +$137K +4,295 New
GWM
61
Geneos Wealth Management
Colorado
$136K -$9.54K -300 -7%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$132K – – –
OIA
63
Optimum Investment Advisors
Illinois
$129K – – –
EWM
64
Elmwood Wealth Management
California
$106K +$105K +3,300 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$78K – – –
BFEC
66
Benjamin F. Edwards & Company
Missouri
$73K – – –
Morgan Stanley
67
Morgan Stanley
New York
$64K – – –
UBS Group
68
UBS Group
Switzerland
$49K +$3.44K +108 +8%
SWM
69
Spire Wealth Management
Virginia
$31K – – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$19K – – –
Wells Fargo
71
Wells Fargo
California
$12K – – –
AWM
72
AllSquare Wealth Management
New York
$11K – – –
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$6.12K – – –
WWM
74
Wolff Wiese Magana
California
$5K – – –
AA
75
Advisory Alpha
Michigan
– -$1.81M -58,446 Closed
1 2
3
4

PJUN Hedge Fund Activity: Q4 2021 in Review

74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2021, worth a combined $90.2M — up 6.6% from $84.6M a quarter earlier.

Fund positioning in PJUN was balanced in Q4 2021: 9 funds opened new positions, 9 closed out, 7 added to existing stakes and 24 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $1.48M. The largest seller was Advisory Alpha, exiting entirely with an estimated $1.81M sold.

  • 74 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $90.2M of Innovator US Equity Power Buffer ETF June stock for Q4 2021, up 6.6% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2021 and 9 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2021 was HighTower Advisors, an estimated $1.48M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2021 was Advisory Alpha, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2021.