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Innovator US Equity Power Buffer ETF June

105 hedge funds and large institutions have $232M invested in Innovator US Equity Power Buffer ETF June in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 40 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 8

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

157% more capital invested

Capital invested by funds: $90.2M → $232M (+$142M)

40% more funds holding

Funds holding: 75105 (+30)

10.62% more ownership

Funds ownership: 63.25%73.87% (+11%)

Holders
105
Holders Change
+30
Holders Change %
+40%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
40
Reduced
8
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
76
Orion Capital Management
California
$351K +$238K +7,770 +181%
BRWA
77
B. Riley Wealth Advisors
Florida
$333K +$351K +11,450 New
CFS
78
CRA Financial Services
New Jersey
$329K +$346K +11,300 New
BFEC
79
Benjamin F. Edwards & Company
Missouri
$323K +$271K +8,840 +392%
AWS
80
Atria Wealth Solutions
New York
$299K +$315K +10,280 New
VBFP
81
Valtinson Bruner Financial Planning
Minnesota
$270K +$284K +9,271 New
TWP
82
TFO Wealth Partners
Ohio
$261K
LPL Financial
83
LPL Financial
California
$259K +$274K +8,921 New
SB
84
Strategic Blueprint
Georgia
$248K -$105K -3,428 -29%
RPGK
85
Retirement Planning Group (Kansas)
Kansas
$245K +$258K +8,418 New
RJA
86
Raymond James & Associates
Florida
$242K +$255K +8,316 New
Wolverine Trading
87
Wolverine Trading
Illinois
$241K -$171K -5,583 -40%
ASN
88
Advisory Services Network
Georgia
$240K +$254K +8,269 New
DI
89
Diligent Investors
California
$218K +$230K +7,500 New
CAL
90
Capital Analysts LLC
Pennsylvania
$212K +$224K +7,302 New
AAS
91
Avantax Advisory Services
Texas
$207K +$219K +7,127 New
PCS
92
Personal CFO Solutions
New Jersey
$203K +$214K +6,976 New
IF
93
Integrity Financial
Wyoming
$199K +$25.1K +817 +14%
CFD
94
Creative Financial Designs
Indiana
$194K +$205K +6,680 New
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$143K +$150K +4,908 New
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$135K +$16.9K +550 +13%
GWM
97
Geneos Wealth Management
Colorado
$124K
William Blair & Company
98
William Blair & Company
Illinois
$73K +$76.7K +2,500 New
BMD
99
Better Money Decisions
New Mexico
$64K +$67.6K +2,205 New
OIA
100
Optimum Investment Advisors
Illinois
$58K -$61.3K -2,000 -50%

PJUN Hedge Fund Activity: Q2 2022 in Review

105 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2022, worth a combined $232M — up 157% from $90.2M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PJUN positions and 11 closed out — a net gain of 33 holders — while 40 added to existing stakes and 8 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $33.9M. The largest seller was Corrado Advisors, cutting an estimated $2.28M.

  • 105 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2022, up from 75 in Q1 2022.
  • Funds reported $232M of Innovator US Equity Power Buffer ETF June stock for Q2 2022, up 157% quarter-over-quarter.
  • 44 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2022 and 11 closed out, a net change of +33 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2022 was AllianceBernstein, an estimated $33.9M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q2 2022 was Corrado Advisors, an estimated $2.28M sold.

Based on aggregated 13F filings for Q2 2022.