PJUN icon

Innovator US Equity Power Buffer ETF June
PJUN

Overview Fund Activity

107 hedge funds and large institutions have $253M invested in Innovator US Equity Power Buffer ETF June in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
10
Increased
40
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$30.1M
2
OWA
2
Outlook Wealth Advisors
Texas
$9.34M
3
OMC
3
Old Mission Capital
Illinois
$5.13M
4
PCM
4
Penserra Capital Management
California
$11.1M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$31M

Top Sellers

1
KCM
1
Karp Capital Management
California
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$193K
3
SWP
3
Summit Wealth Partners
Florida
$2.68M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.58M
5
AWM
5
Axxcess Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$326K 11,507 +1,227 +12%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$315K 11,095 – –
OIA
78
OneDigital Investment Advisors
Kansas
$309K 10,882 -6,364 -37%
SHIM
79
Stone House Investment Management
Pennsylvania
$272K 9,576 +9,576 New
VBFP
80
Valtinson Bruner Financial Planning
Minnesota
$263K 9,271 – –
BRWA
81
B. Riley Wealth Advisors
Florida
$258K 9,085 -2,365 -21%
TWP
82
TFO Wealth Partners
Ohio
$255K 8,977 – –
EWM
83
Elmwood Wealth Management
California
$255K 9,000 +9,000 New
LPL Financial
84
LPL Financial
California
$252K 8,892 -29 -0.3%
SB
85
Strategic Blueprint
Georgia
$244K 8,592 +50 +0.6%
DI
86
Diligent Investors
California
$241K 8,500 +1,000 +13%
RPGK
87
Retirement Planning Group (Kansas)
Kansas
$239K 8,418 – –
RJA
88
Raymond James & Associates
Florida
$236K 8,316 – –
CAL
89
Capital Analysts LLC
Pennsylvania
$226K 7,971 +669 +9%
SWM
90
Spire Wealth Management
Virginia
$223K 7,850 -8,500 -52%
PCS
91
Personal CFO Solutions
New Jersey
$205K 7,234 +258 +4%
ASN
92
Advisory Services Network
Georgia
$204K 7,193 -1,076 -13%
IF
93
Integrity Financial
Wyoming
$194K 6,848 – –
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$193K 6,819 -102,912 -94%
CFD
95
Creative Financial Designs
Indiana
$190K 6,680 – –
William Blair & Company
96
William Blair & Company
Illinois
$99K 3,481 +981 +39%
Morgan Stanley
97
Morgan Stanley
New York
$57K 2,000 – –
OIA
98
Optimum Investment Advisors
Illinois
$57K 2,000 – –
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$31K 1,100 +1,100 New
CCM
100
Covington Capital Management
California
$28K 1,000 +1,000 New
1 2 3
4
5