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Innovator US Equity Power Buffer ETF June
PJUN

109 hedge funds and large institutions have $258M invested in Innovator US Equity Power Buffer ETF June in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

71% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 24

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $232M → $258M (+$26M)

4% more funds holding

Funds holding: 105 → 109 (+4)

2% more ownership

Funds ownership: 73.87% → 75.87% (+2%)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
11
Increased
41
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$20.8M
2
OWA
Outlook Wealth Advisors
Texas
+$9.86M
3
OMC
Old Mission Capital
Illinois
+$4.91M
4
IFG
Independent Financial Group
California
+$2.41M
5
PCM
Penserra Capital Management
California
+$2.07M

Top Sellers

1
KCM
Karp Capital Management
California
-$4.37M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.08M
3
SWP
Summit Wealth Partners
Florida
-$2.96M
4
Osaic Holdings
Osaic Holdings
Arizona
-$603K
5
AWM
Axxcess Wealth Management
California
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
51
Fragasso Financial Advisors
Pennsylvania
$594K -$263K -8,782 -30%
NFG
52
Nations Financial Group
Iowa
$581K +$48K +1,602 +8%
FFN
53
Focus Financial Network
Minnesota
$568K +$1.5K +50 +0.3%
SPC
54
Sigma Planning Corp
Michigan
$567K -$27.7K -925 -4%
TF
55
Trek Financial
Arizona
$550K +$51K +1,703 +10%
GCP
56
Gill Capital Partners
Colorado
$546K +$2.96K +99 +0.5%
NF
57
Nikulski Financial
Iowa
$506K – – –
WIM
58
WealthPlan Investment Management
Nebraska
$502K +$501K +16,709 New
AA
59
Advisory Alpha
Michigan
$481K +$104K +3,480 +26%
CA
60
Corrado Advisors
New Jersey
$472K -$11.4K -380 -2%
MW
61
Marcum Wealth
Ohio
$448K – – –
MHS
62
M Holdings Securities
Oregon
$445K -$8.21K -274 -2%
Wolverine Trading
63
Wolverine Trading
Illinois
$445K +$220K +7,341 +89%
PWMG
64
Pinnacle Wealth Management Group
Michigan
$443K – – –
TFS
65
TrustCore Financial Services
Tennessee
$435K – – –
OCM
66
Orion Capital Management
California
$428K +$89.9K +3,000 +25%
VA
67
Valmark Advisers
Ohio
$421K – – –
AAS
68
Avantax Advisory Services
Texas
$409K +$218K +7,275 +102%
WIA
69
World Investment Advisors
California
$408K -$13.5K -450 -3%
BWM
70
BCGM Wealth Management
Indiana
$399K – – –
SWA
71
Sutton Wealth Advisors
Florida
$398K – – –
GSIS
72
Global Strategic Investment Solutions
Arizona
$396K – – –
RIS
73
Retirement Income Solutions
Michigan
$387K – – –
AAP
74
Arax Advisory Partners
Colorado
$385K +$20.4K +681 +5%
PWA
75
Pillar Wealth Advisors
Pennsylvania
$384K – – –
1 2
3
4 5

PJUN Hedge Fund Activity: Q3 2022 in Review

109 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q3 2022, worth a combined $258M — up 11% from $232M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PJUN positions and 7 closed out — a net gain of 4 holders — while 41 added to existing stakes and 24 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $20.8M. The largest seller was Karp Capital Management, exiting entirely with an estimated $4.37M sold.

  • 109 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q3 2022, up from 105 in Q2 2022.
  • Funds reported $258M of Innovator US Equity Power Buffer ETF June stock for Q3 2022, up 11% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF June positions in Q3 2022 and 7 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q3 2022 was Brookstone Capital Management, an estimated $20.8M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q3 2022 was Karp Capital Management, an estimated $4.37M sold.

Based on aggregated 13F filings for Q3 2022.