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Innovator US Equity Power Buffer ETF June
PJUN

Overview Fund Activity

160 hedge funds and large institutions have $537M invested in Innovator US Equity Power Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
81
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$48.6M
2
BCM
2
Brookstone Capital Management
Illinois
$34.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$19.4M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$12.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$19.7M

Top Sellers

1
VFPI
1
Vantage Financial Partners (Illinois)
Illinois
$0
2
AGA
2
Accuvest Global Advisors
Utah
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
ACM
4
Andina Capital Management
Utah
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Summit Wealth Partners
Florida
$1.57M +$53.5K +1,503 +4%
CCG
52
Catalina Capital Group
California
$1.56M +$1.56M +43,755 New
CAM
53
Cresset Asset Management
Illinois
$1.53M +$1.53M +42,941 New
MML Investors Services
54
MML Investors Services
Massachusetts
$1.53M +$351K +9,843 +30%
OIA
55
OneDigital Investment Advisors
Kansas
$1.46M +$63.2K +1,775 +5%
CPIG
56
Chicago Partners Investment Group
Illinois
$1.29M +$95K +2,668 +8%
BWM
57
BCS Wealth Management
Tennessee
$1.29M +$228K +6,396 +21%
NFG
58
Nations Financial Group
Iowa
$1.28M +$569K +15,977 +80%
CPCM
59
Cardinal Point Capital Management
Ontario, Canada
$1.26M – – –
IA
60
IFP Advisors
Florida
$1.16M +$670K +18,799 +136%
CWG
61
Cornerstone Wealth Group
North Carolina
$1.16M +$446K +12,509 +63%
BWM
62
Brown Wealth Management
Illinois
$1.12M +$117K +3,294 +12%
BMM
63
Berkshire Money Management
Massachusetts
$1.08M -$25.8K -725 -2%
KWM
64
Kingsview Wealth Management
Oregon
$1.08M +$730K +20,481 +210%
WP
65
WealthPLAN Partners
Nebraska
$1.05M +$674K +18,928 +179%
TFS
66
Thoroughbred Financial Services
Tennessee
$1.05M +$71.1K +1,997 +7%
HI
67
Harbour Investments
Wisconsin
$978K +$16.8K +472 +2%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$971K +$161K +4,514 +20%
CFS
69
CRA Financial Services
New Jersey
$967K +$248K +6,955 +34%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$946K -$2.06M -57,783 -69%
FI
71
FWG Investments
Kentucky
$940K +$940K +26,402 New
AWS
72
Atria Wealth Solutions
New York
$898K +$637K +17,870 +244%
SWM
73
Spire Wealth Management
Virginia
$875K +$274K +7,700 +46%
VA
74
Valmark Advisers
Ohio
$867K +$422K +11,856 +95%
BFEC
75
Benjamin F. Edwards & Company
Missouri
$852K +$43.6K +1,225 +5%
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3
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