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Innovator US Equity Power Buffer ETF June

153 hedge funds and large institutions have $461M invested in Innovator US Equity Power Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 61 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 9

259% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 17

84% more capital invested

Capital invested by funds: $251M → $461M (+$211M)

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

38% more funds holding

Funds holding: 111153 (+42)

0.31% more ownership

Funds ownership: 76.46%76.77% (+0.31%)

Holders
153
Holders Change
+42
Holders Change %
+37.84%
% of All Funds
2.4%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
51
Increased
61
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
51
CRA Financial Services
New Jersey
$1.41M +$825K +26,695 +150%
RFG
52
Range Financial Group
Oregon
$1.39M +$1.36M +44,004 New
CIA
53
Cape Investment Advisory
Georgia
$1.38M +$476K +15,395 +54%
WIA
54
World Investment Advisors
California
$1.28M +$808K +26,156 +182%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.21M +$163K +5,262 +16%
CPCM
56
Cardinal Point Capital Management
Ontario, Canada
$1.2M +$1.17M +37,990 New
CPIG
57
Chicago Partners Investment Group
Illinois
$1.12M -$53.1K -1,719 -5%
CA
58
Corrado Advisors
New Jersey
$1.07M +$541K +17,515 +107%
BWM
59
BCS Wealth Management
Tennessee
$1.07M +$161K +5,220 +18%
BWM
60
Brown Wealth Management
Illinois
$1.03M +$1M +32,453 New
BMM
61
Berkshire Money Management
Massachusetts
$985K
TFS
62
Thoroughbred Financial Services
Tennessee
$940K +$917K +29,693 New
FANJ
63
Financial Architects (New Jersey)
New Jersey
$881K +$859K +27,806 New
ST
64
Sageworth Trust
Pennsylvania
$872K
HI
65
Harbour Investments
Wisconsin
$860K -$83.7K -2,709 -9%
AWAG
66
ARS Wealth Advisors Group
Florida
$835K +$815K +26,381 New
PWMG
67
Pinnacle Wealth Management Group
Michigan
$801K +$299K +9,680 +62%
AAS
68
Avantax Advisory Services
Texas
$774K +$159K +5,162 +27%
SAG
69
SageView Advisory Group
California
$764K +$745K +24,133 New
CCM
70
Coldstream Capital Management
Washington
$753K +$735K +23,785 New
CBFP
71
Cedar Brook Financial Partners
Ohio
$747K +$728K +23,580 New
CWS
72
Cypress Wealth Services
California
$738K
CHC
73
City Holding Co
West Virginia
$728K
IA
74
IFP Advisors
Florida
$723K +$114K +3,706 +19%
VA
75
Valmark Advisers
Ohio
$707K +$231K +7,494 +51%

PJUN Hedge Fund Activity: Q2 2023 in Review

153 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2023, worth a combined $461M — up 84% from $251M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PJUN positions and 9 closed out — a net gain of 42 holders — while 61 added to existing stakes and 17 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $29M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.33M.

  • 153 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2023, up from 111 in Q1 2023.
  • Funds reported $461M of Innovator US Equity Power Buffer ETF June stock for Q2 2023, up 84% quarter-over-quarter.
  • 51 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2023 and 9 closed out, a net change of +42 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2023 was AE Wealth Management, an estimated $29M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q2 2023 was Commonwealth Equity Services, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2023.