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Innovator US Equity Power Buffer ETF June
PJUN

118 hedge funds and large institutions have $264M invested in Innovator US Equity Power Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

8% more funds holding

Funds holding: 109 → 118 (+9)

2% more capital invested

Capital invested by funds: $258M → $264M (+$6.42M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.72% less ownership

Funds ownership: 75.87% → 74.15% (-1.7%)

60% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 48

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
19
Reduced
48
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
Personal CFO Solutions
New Jersey
+$14.1M
2
PCM
Penserra Capital Management
California
+$2.53M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.08M
4
ST
Sageworth Trust
Pennsylvania
+$817K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$568K

Top Sellers

1
ML
McAdam LLC
Pennsylvania
-$6.73M
2
AIA
Acute Investment Advisory
Arizona
-$4.63M
3
OMC
Old Mission Capital
Illinois
-$4.53M
4
BCM
Brookstone Capital Management
Illinois
-$2.69M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$349K +$25.2K +850 +8%
AWS
77
Atria Wealth Solutions
New York
$348K +$5.93K +200 +2%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$330K – – –
PWA
79
Pillar Wealth Advisors
Pennsylvania
$323K -$80K -2,700 -20%
BWM
80
BCGM Wealth Management
Indiana
$310K -$96.5K -3,255 -24%
Citadel Advisors
81
Citadel Advisors
Florida
$306K +$306K +10,308 New
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$304K +$303K +10,224 New
RIS
83
Retirement Income Solutions
Michigan
$284K -$119K -4,000 -30%
VBFP
84
Valtinson Bruner Financial Planning
Minnesota
$279K – – –
EWM
85
Elmwood Wealth Management
California
$268K – – –
TWP
86
TFO Wealth Partners
Ohio
$260K -$7.92K -267 -3%
SB
87
Strategic Blueprint
Georgia
$255K – – –
RPGK
88
Retirement Planning Group (Kansas)
Kansas
$250K – – –
SHIM
89
Stone House Investment Management
Pennsylvania
$246K -$38.2K -1,289 -13%
CAL
90
Capital Analysts LLC
Pennsylvania
$237K – – –
SWM
91
Spire Wealth Management
Virginia
$233K – – –
DI
92
Diligent Investors
California
$223K -$29.6K -1,000 -12%
CWA
93
Continuum Wealth Advisors
New York
$223K +$222K +7,494 New
KNFPWM
94
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$220K +$219K +7,396 New
LPL Financial
95
LPL Financial
California
$218K -$46.1K -1,555 -17%
ASN
96
Advisory Services Network
Georgia
$214K – – –
PNC
97
Park National Corp
Ohio
$206K +$205K +6,916 New
CFD
98
Creative Financial Designs
Indiana
$199K – – –
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$184K -$18.9K -638 -9%
IF
100
Integrity Financial
Wyoming
$179K -$24.2K -817 -12%
1 2 3
4
5

PJUN Hedge Fund Activity: Q4 2022 in Review

118 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2022, worth a combined $264M — up 2.5% from $258M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PJUN positions and 7 closed out — a net gain of 11 holders — while 19 added to existing stakes and 48 trimmed.

The largest buyer was Personal CFO Solutions, adding an estimated $14.1M. The largest seller was McAdam LLC, exiting entirely with an estimated $6.73M sold.

  • 118 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $264M of Innovator US Equity Power Buffer ETF June stock for Q4 2022, up 2.5% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2022 and 7 closed out, a net change of +11 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2022 was Personal CFO Solutions, an estimated $14.1M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2022 was McAdam LLC, an estimated $6.73M sold.

Based on aggregated 13F filings for Q4 2022.