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Innovator US Equity Power Buffer ETF June

162 hedge funds and large institutions have $461M invested in Innovator US Equity Power Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 10 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

3% more funds holding

Funds holding: 157162 (+5)

0.1% more ownership

Funds ownership: 78.22%78.32% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $482M → $461M (-$21.1M)

87% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 79

Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
10
Reduced
79
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.53M -$251K -6,738 -14%
OWA
52
Outlook Wealth Advisors
Texas
$1.41M -$94.9K -2,543 -6%
RA
53
RFG Advisory
Alabama
$1.39M -$750K -20,096 -35%
Jane Street
54
Jane Street
New York
$1.39M -$539K -14,433 -28%
NFG
55
Nations Financial Group
Iowa
$1.37M +$25.7K +688 +2%
IA
56
IFP Advisors
Florida
$1.35M -$44.7K -1,197 -3%
CPIG
57
Chicago Partners Investment Group
Illinois
$1.34M
CPCM
58
Cardinal Point Capital Management
Ontario, Canada
$1.32M
BWM
59
Brown Wealth Management
Illinois
$1.3M +$179K +4,807 +16%
CWG
60
Cornerstone Wealth Group
North Carolina
$1.2M -$7.17K -192 -0.6%
BWM
61
BCS Wealth Management
Tennessee
$1.19M -$168K -4,490 -12%
CFS
62
CRA Financial Services
New Jersey
$1.15M -$3.73K -100 -0.3%
TFS
63
Thoroughbred Financial Services
Tennessee
$1.06M
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$1.04M -$1.46K -39 -0.1%
NA
66
NewEdge Advisors
Louisiana
$987K -$209K -5,606 -18%
HI
67
Harbour Investments
Wisconsin
$929K -$100K -2,681 -10%
CW
68
CreativeOne Wealth
Kansas
$919K -$39.4K -1,056 -4%
SWM
69
Spire Wealth Management
Virginia
$909K -$4.89K -131 -0.5%
BEI
70
Benjamin Edwards Inc
Missouri
$861K -$187K -5,006 -18%
FFN
71
Focus Financial Network
Minnesota
$837K
JFG
72
JDM Financial Group
Texas
$805K
BMM
73
Berkshire Money Management
Massachusetts
$793K -$345K -9,248 -30%
TWM
74
Tradition Wealth Management
Minnesota
$782K
BRWA
75
B. Riley Wealth Advisors
Florida
$782K

PJUN Hedge Fund Activity: Q4 2024 in Review

162 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2024, worth a combined $461M — down 4.4% from $482M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PJUN positions and 11 closed out — a net gain of 7 holders — while 10 added to existing stakes and 79 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.47M. The largest seller was Brookstone Capital Management, cutting an estimated $23.3M.

  • 162 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2024, up from 157 in Q3 2024.
  • Funds reported $461M of Innovator US Equity Power Buffer ETF June stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2024 and 11 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2024 was Penserra Capital Management, an estimated $6.47M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2024 was Brookstone Capital Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.