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Innovator US Equity Power Buffer ETF June

162 hedge funds and large institutions have $543M invested in Innovator US Equity Power Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 26

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

48% more capital invested

Capital invested by funds: $368M → $543M (+$176M)

10% more funds holding

Funds holding: 147162 (+15)

1.42% less ownership

Funds ownership: 79.53%78.11% (-1.4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
29
Increased
83
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
TownSquare Capital
Utah
$1.65M -$200K -5,742 -11%
CRWM
52
Castle Rock Wealth Management
California
$1.61M +$39.4K +1,129 +3%
SWP
53
Summit Wealth Partners
Florida
$1.57M +$52.4K +1,503 +4%
CCG
54
Catalina Capital Group
California
$1.56M +$1.53M +43,755 New
CAM
55
Cresset Asset Management
Illinois
$1.53M +$1.5M +42,941 New
MML Investors Services
56
MML Investors Services
Massachusetts
$1.53M +$343K +9,843 +30%
OIA
57
OneDigital Investment Advisors
Kansas
$1.46M +$61.9K +1,775 +5%
CPIG
58
Chicago Partners Investment Group
Illinois
$1.29M +$93.1K +2,668 +8%
BWM
59
BCS Wealth Management
Tennessee
$1.29M +$223K +6,396 +21%
NFG
60
Nations Financial Group
Iowa
$1.28M +$557K +15,977 +80%
CPCM
61
Cardinal Point Capital Management
Ontario, Canada
$1.26M
IA
62
IFP Advisors
Florida
$1.16M +$656K +18,799 +136%
CWG
63
Cornerstone Wealth Group
North Carolina
$1.16M +$436K +12,509 +63%
BWM
64
Brown Wealth Management
Illinois
$1.12M +$115K +3,294 +12%
BMM
65
Berkshire Money Management
Massachusetts
$1.08M -$25.3K -725 -2%
KWM
66
Kingsview Wealth Management
Oregon
$1.08M +$715K +20,481 +210%
WP
67
WealthPLAN Partners
Nebraska
$1.05M +$660K +18,928 +179%
TFS
68
Thoroughbred Financial Services
Tennessee
$1.05M +$69.7K +1,997 +7%
HI
69
Harbour Investments
Wisconsin
$978K +$16.5K +472 +2%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$971K +$158K +4,514 +20%
CFS
71
CRA Financial Services
New Jersey
$967K +$243K +6,955 +34%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$946K -$2.02M -57,783 -69%
FI
73
FWG Investments
Kentucky
$940K +$921K +26,402 New
AWS
74
Atria Wealth Solutions
New York
$898K +$624K +17,870 +244%
SWM
75
Spire Wealth Management
Virginia
$875K +$269K +7,700 +46%

PJUN Hedge Fund Activity: Q2 2024 in Review

162 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2024, worth a combined $543M — up 48% from $368M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PJUN positions and 10 closed out — a net gain of 19 holders — while 83 added to existing stakes and 26 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $46.3M. The largest seller was Vantage Financial Partners (Illinois), exiting entirely with an estimated $12.5M sold.

  • 162 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2024, up from 147 in Q1 2024.
  • Funds reported $543M of Innovator US Equity Power Buffer ETF June stock for Q2 2024, up 48% quarter-over-quarter.
  • 29 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2024 and 10 closed out, a net change of +19 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2024 was AE Wealth Management, an estimated $46.3M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q2 2024 was Vantage Financial Partners (Illinois), an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2024.