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Innovator US Equity Power Buffer ETF June
PJUN

Overview Fund Activity

109 hedge funds and large institutions have $245M invested in Innovator US Equity Power Buffer ETF June in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-7
Holders Change %
-6.03%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
24
Reduced
44
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VFPI
1
Vantage Financial Partners (Illinois)
Illinois
$11.8M
2
ML
2
McAdam LLC
Pennsylvania
$7.28M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.73M
4
PCM
4
Penserra Capital Management
California
$16.9M
5
AWM
5
AE Wealth Management
Kansas
$3.71M

Top Sellers

1
HCM
1
Hudson Capital Management
New Jersey
$0
2
BCM
2
Brookstone Capital Management
Illinois
$27.4M
3
IA
3
IFP Advisors
Florida
$486K
4
MIM
4
Macroview Investment Management
Maryland
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
76
Valtinson Bruner Financial Planning
Minnesota
$330K +$44.4K +1,444 +16%
CNWM
77
Clay Northam Wealth Management
California
$328K -$51.1K -1,659 -13%
EWM
78
Elmwood Wealth Management
California
$323K +$46.2K +1,500 +17%
BWM
79
BCGM Wealth Management
Indiana
$307K -$13.4K -435 -4%
RA
80
RFG Advisory
Alabama
$298K +$298K +9,681 New
RIS
81
Retirement Income Solutions
Michigan
$294K – – –
TWP
82
TFO Wealth Partners
Ohio
$276K +$8.22K +267 +3%
RPGK
83
Retirement Planning Group (Kansas)
Kansas
$259K – – –
BRWA
84
B. Riley Wealth Advisors
Florida
$255K +$255K +8,271 New
AIA
85
Alera Investment Advisors
Illinois
$246K +$246K +7,992 New
DI
86
Diligent Investors
California
$231K – – –
CWA
87
Continuum Wealth Advisors
New York
$231K – – –
LPL Financial
88
LPL Financial
California
$226K +$462 +15 +0.2%
ASN
89
Advisory Services Network
Georgia
$224K +$3.08K +100 +1%
CAL
90
Capital Analysts LLC
Pennsylvania
$224K -$21.2K -689 -9%
PNC
91
Park National Corp
Ohio
$213K – – –
CFD
92
Creative Financial Designs
Indiana
$206K – – –
CSPIA
93
Cary Street Partners Investment Advisory
Virginia
$200K +$200K +6,500 New
IF
94
Integrity Financial
Wyoming
$186K – – –
WIM
95
WealthPlan Investment Management
Nebraska
$140K -$380K -12,332 -73%
William Blair & Company
96
William Blair & Company
Illinois
$99.6K -$20.8K -675 -17%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$64K -$126K -4,101 -66%
BAM
98
Belpointe Asset Management
Nevada
$62.4K +$39.9K +1,296 +178%
OIA
99
Optimum Investment Advisors
Illinois
$61.6K – – –
AAS
100
Ameritas Advisory Services
Nebraska
$61.5K +$61.5K +2,000 New
1 2 3
4
5