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Innovator US Equity Power Buffer ETF June

147 hedge funds and large institutions have $368M invested in Innovator US Equity Power Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.46% more ownership

Funds ownership: 76.07%79.53% (+3.5%)

1% less funds holding

Funds holding: 148147 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

8% less capital invested

Capital invested by funds: $399M → $368M (-$31.7M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

75% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 77

Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
11
Increased
19
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
51
Outlook Wealth Advisors
Texas
$1.38M -$10.1M -296,167 -88%
OIA
52
OneDigital Investment Advisors
Kansas
$1.36M -$193K -5,690 -13%
AWM
53
AE Wealth Management
Kansas
$1.31M -$1.9M -55,993 -60%
CPCM
54
Cardinal Point Capital Management
Ontario, Canada
$1.22M
CPIG
55
Chicago Partners Investment Group
Illinois
$1.16M -$55.2K -1,624 -5%
RA
56
RFG Advisory
Alabama
$1.16M +$817K +24,025 +248%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.14M +$25.1K +737 +2%
CA
58
Corrado Advisors
New Jersey
$1.09M -$8.19K -241 -0.8%
BMM
59
Berkshire Money Management
Massachusetts
$1.07M
BWM
60
BCS Wealth Management
Tennessee
$1.03M -$84.2K -2,477 -8%
BWM
61
Brown Wealth Management
Illinois
$968K -$110K -3,233 -10%
TFS
62
Thoroughbred Financial Services
Tennessee
$949K -$67.9K -1,997 -7%
HI
63
Harbour Investments
Wisconsin
$932K
AWAG
64
ARS Wealth Advisors Group
Florida
$834K -$13.7K -403 -2%
CCM
65
Coldstream Capital Management
Washington
$821K
TWM
66
Tradition Wealth Management
Minnesota
$817K +$805K +23,674 New
AWM
67
Axxcess Wealth Management
California
$810K
CW
68
CreativeOne Wealth
Kansas
$804K +$119K +3,505 +18%
PWMG
69
Pinnacle Wealth Management Group
Michigan
$793K -$78.2K -2,300 -9%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$785K -$24.3K -715 -3%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$783K -$870K -25,603 -53%
FFA
72
Fragasso Financial Advisors
Pennsylvania
$776K
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$718K +$18.8K +554 +3%
CFS
74
CRA Financial Services
New Jersey
$697K -$48.4K -1,425 -7%
NFG
75
Nations Financial Group
Iowa
$689K -$22.1K -650 -3%

PJUN Hedge Fund Activity: Q1 2024 in Review

147 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q1 2024, worth a combined $368M — down 7.9% from $399M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PJUN and 11 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 19 added.

The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $7.02M. The largest seller was Jane Street, cutting an estimated $22.8M.

  • 147 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q1 2024, down from 148 in Q4 2023.
  • Funds reported $368M of Innovator US Equity Power Buffer ETF June stock for Q1 2024, down 7.9% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF June positions in Q1 2024 and 12 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q1 2024 was Accuvest Global Advisors, an estimated $7.02M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q1 2024 was Jane Street, an estimated $22.8M sold.

Based on aggregated 13F filings for Q1 2024.