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Innovator US Equity Power Buffer ETF June

148 hedge funds and large institutions have $399M invested in Innovator US Equity Power Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1% more funds holding

Funds holding: 146148 (+2)

0.82% more ownership

Funds ownership: 75.25%76.07% (+0.82%)

4% less capital invested

Capital invested by funds: $415M → $399M (-$15.2M)

73% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 70

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
14
Increased
19
Reduced
70
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$1.5M -$309K -9,605 -18%
CIA
52
Cape Investment Advisory
Georgia
$1.44M -$4.5K -140 -0.3%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.23M -$40K -1,244 -3%
CPIG
54
Chicago Partners Investment Group
Illinois
$1.19M +$1.29K +40 +0.1%
CPCM
55
Cardinal Point Capital Management
Ontario, Canada
$1.18M -$33.4K -1,040 -3%
BWM
56
BCS Wealth Management
Tennessee
$1.08M -$43.7K -1,359 -4%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.08M +$26.4K +822 +3%
CA
58
Corrado Advisors
New Jersey
$1.06M -$65.5K -2,037 -6%
BWM
59
Brown Wealth Management
Illinois
$1.04M -$55.2K -1,717 -5%
BMM
60
Berkshire Money Management
Massachusetts
$1.04M
TFS
61
Thoroughbred Financial Services
Tennessee
$984K
OMC
62
Old Mission Capital
Illinois
$936K +$579K +18,014 +180%
HI
63
Harbour Investments
Wisconsin
$901K -$1.19K -37 -0.1%
PWMG
64
Pinnacle Wealth Management Group
Michigan
$844K
Mariner
65
Mariner
Kansas
$838K +$807K +25,103 New
AWAG
66
ARS Wealth Advisors Group
Florida
$820K -$47.9K -1,491 -6%
SAG
67
SageView Advisory Group
California
$817K
CCM
68
Coldstream Capital Management
Washington
$794K
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$783K +$25.7K +800 +4%
AWM
70
Axxcess Wealth Management
California
$783K -$606K -18,845 -45%
CWS
71
Cypress Wealth Services
California
$771K
FFA
72
Fragasso Financial Advisors
Pennsylvania
$751K +$50.1K +1,559 +7%
CFS
73
CRA Financial Services
New Jersey
$722K -$423K -13,175 -38%
NFG
74
Nations Financial Group
Iowa
$688K -$3.31K -103 -0.5%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$676K

PJUN Hedge Fund Activity: Q4 2023 in Review

148 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2023, worth a combined $399M — down 3.7% from $415M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PJUN positions and 11 closed out — a net gain of 3 holders — while 19 added to existing stakes and 70 trimmed.

The largest buyer was Jane Street, adding an estimated $21.2M. The largest seller was AE Wealth Management, cutting an estimated $23.2M.

  • 148 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2023, up from 146 in Q3 2023.
  • Funds reported $399M of Innovator US Equity Power Buffer ETF June stock for Q4 2023, down 3.7% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2023 and 11 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2023 was Jane Street, an estimated $21.2M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2023 was AE Wealth Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2023.