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Innovator US Equity Power Buffer ETF June
PJUN

118 hedge funds and large institutions have $264M invested in Innovator US Equity Power Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

8% more funds holding

Funds holding: 109 → 118 (+9)

2% more capital invested

Capital invested by funds: $258M → $264M (+$6.42M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.72% less ownership

Funds ownership: 75.87% → 74.15% (-1.7%)

60% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 48

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
19
Reduced
48
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
Personal CFO Solutions
New Jersey
+$14.1M
2
PCM
Penserra Capital Management
California
+$2.53M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.08M
4
ST
Sageworth Trust
Pennsylvania
+$817K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$568K

Top Sellers

1
ML
McAdam LLC
Pennsylvania
-$6.73M
2
AIA
Acute Investment Advisory
Arizona
-$4.63M
3
OMC
Old Mission Capital
Illinois
-$4.53M
4
BCM
Brookstone Capital Management
Illinois
-$2.69M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
51
DHJJ Financial Advisors
Illinois
$578K -$147K -4,965 -20%
TF
52
Trek Financial
Arizona
$577K – – –
SPC
53
Sigma Planning Corp
Michigan
$577K -$17.6K -595 -3%
GCP
54
Gill Capital Partners
Colorado
$553K -$18.8K -634 -3%
RFG
55
Range Financial Group
Oregon
$540K -$126K -4,264 -19%
NF
56
Nikulski Financial
Iowa
$526K -$3.85K -130 -0.7%
AAS
57
Avantax Advisory Services
Texas
$526K +$97.8K +3,300 +23%
WIM
58
WealthPlan Investment Management
Nebraska
$524K +$4.8K +162 +1%
WP
59
WealthPLAN Partners
Nebraska
$523K +$500K +16,871 New
CA
60
Corrado Advisors
New Jersey
$487K -$7.08K -239 -1%
CFS
61
CRA Financial Services
New Jersey
$479K -$166K -5,600 -26%
MW
62
Marcum Wealth
Ohio
$469K – – –
MHS
63
M Holdings Securities
Oregon
$466K -$59 -2 -0%
Cerity Partners
64
Cerity Partners
New York
$465K +$463K +15,633 New
PWMG
65
Pinnacle Wealth Management Group
Michigan
$464K – – –
TFS
66
TrustCore Financial Services
Tennessee
$456K – – –
OCM
67
Orion Capital Management
California
$448K – – –
Wolverine Trading
68
Wolverine Trading
Illinois
$444K -$18.7K -632 -4%
VA
69
Valmark Advisers
Ohio
$441K – – –
WIA
70
World Investment Advisors
California
$428K – – –
SWA
71
Sutton Wealth Advisors
Florida
$417K – – –
AAP
72
Arax Advisory Partners
Colorado
$401K -$3.2K -108 -0.8%
AA
73
Advisory Alpha
Michigan
$400K -$103K -3,480 -21%
VWA
74
Visionary Wealth Advisors
Illinois
$396K – – –
CNWM
75
Clay Northam Wealth Management
California
$366K – – –
1 2
3
4 5

PJUN Hedge Fund Activity: Q4 2022 in Review

118 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2022, worth a combined $264M — up 2.5% from $258M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PJUN positions and 7 closed out — a net gain of 11 holders — while 19 added to existing stakes and 48 trimmed.

The largest buyer was Personal CFO Solutions, adding an estimated $14.1M. The largest seller was McAdam LLC, exiting entirely with an estimated $6.73M sold.

  • 118 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $264M of Innovator US Equity Power Buffer ETF June stock for Q4 2022, up 2.5% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2022 and 7 closed out, a net change of +11 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2022 was Personal CFO Solutions, an estimated $14.1M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2022 was McAdam LLC, an estimated $6.73M sold.

Based on aggregated 13F filings for Q4 2022.