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Innovator US Equity Power Buffer ETF June

111 hedge funds and large institutions have $251M invested in Innovator US Equity Power Buffer ETF June in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.3% more ownership

Funds ownership: 74.15%76.46% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $264M → $251M (-$13.3M)

6% less funds holding

Funds holding: 118111 (-7)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

44% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 45

Holders
111
Holders Change
-7
Holders Change %
-5.93%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
25
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
51
Focus Financial Network
Minnesota
$614K -$1.52K -50 -0.2%
AAS
52
Avantax Advisory Services
Texas
$594K +$48.2K +1,585 +9%
TF
53
Trek Financial
Arizona
$587K -$9.95K -327 -2%
SPC
54
Sigma Planning Corp
Michigan
$580K -$17.2K -565 -3%
DFA
55
DHJJ Financial Advisors
Illinois
$575K -$23.6K -775 -4%
GCP
56
Gill Capital Partners
Colorado
$551K -$20.8K -683 -4%
CFS
57
CRA Financial Services
New Jersey
$549K +$52.5K +1,725 +11%
NF
58
Nikulski Financial
Iowa
$527K -$17.8K -585 -3%
CA
59
Corrado Advisors
New Jersey
$504K
SWM
60
Spire Wealth Management
Virginia
$503K +$259K +8,498 +108%
MW
61
Marcum Wealth
Ohio
$486K
IA
62
IFP Advisors
Florida
$486K -$1.99M -65,370 -77%
MHS
63
M Holdings Securities
Oregon
$483K
Cerity Partners
64
Cerity Partners
New York
$481K
PWMG
65
Pinnacle Wealth Management Group
Michigan
$480K
OCM
66
Orion Capital Management
California
$464K
VA
67
Valmark Advisers
Ohio
$456K
BFEC
68
Benjamin F. Edwards & Company
Missouri
$452K +$109K +3,587 +32%
WIA
69
World Investment Advisors
California
$443K
SWA
70
Sutton Wealth Advisors
Florida
$424K -$7.88K -259 -2%
AA
71
Advisory Alpha
Michigan
$414K
AAP
72
Arax Advisory Partners
Colorado
$411K -$3.25K -107 -0.8%
WP
73
WealthPLAN Partners
Nebraska
$382K -$136K -4,468 -26%
VWA
74
Visionary Wealth Advisors
Illinois
$379K -$31K -1,020 -8%
BFA
75
BMS Financial Advisors
South Dakota
$369K +$365K +12,000 New

PJUN Hedge Fund Activity: Q1 2023 in Review

111 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q1 2023, worth a combined $251M — down 5% from $264M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PJUN and 12 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 25 added.

The largest buyer was Vantage Financial Partners (Illinois), opening a new position worth an estimated $11.6M. The largest seller was Hudson Capital Management, exiting entirely with an estimated $5.84M sold.

  • 111 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q1 2023, down from 118 in Q4 2022.
  • Funds reported $251M of Innovator US Equity Power Buffer ETF June stock for Q1 2023, down 5% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Power Buffer ETF June positions in Q1 2023 and 16 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q1 2023 was Vantage Financial Partners (Illinois), an estimated $11.6M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q1 2023 was Hudson Capital Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q1 2023.