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Innovator US Equity Power Buffer ETF June

111 hedge funds and large institutions have $251M invested in Innovator US Equity Power Buffer ETF June in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.3% more ownership

Funds ownership: 74.15%76.46% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $264M → $251M (-$13.3M)

6% less funds holding

Funds holding: 118111 (-7)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

44% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 45

Holders
111
Holders Change
-7
Holders Change %
-5.93%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
25
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$355K -$5.32K -175 -1%
PWA
77
Pillar Wealth Advisors
Pennsylvania
$334K
VBFP
78
Valtinson Bruner Financial Planning
Minnesota
$330K +$43.9K +1,444 +16%
CNWM
79
Clay Northam Wealth Management
California
$328K -$50.5K -1,659 -13%
EWM
80
Elmwood Wealth Management
California
$323K +$45.6K +1,500 +17%
BWM
81
BCGM Wealth Management
Indiana
$307K -$13.2K -435 -4%
RA
82
RFG Advisory
Alabama
$298K +$294K +9,681 New
RIS
83
Retirement Income Solutions
Michigan
$294K
TWP
84
TFO Wealth Partners
Ohio
$276K +$8.12K +267 +3%
RPGK
85
Retirement Planning Group (Kansas)
Kansas
$259K
BRWA
86
B. Riley Wealth Advisors
Florida
$255K +$252K +8,271 New
AIA
87
Alera Investment Advisors
Illinois
$246K +$243K +7,992 New
DI
88
Diligent Investors
California
$231K
CWA
89
Continuum Wealth Advisors
New York
$231K
LPL Financial
90
LPL Financial
California
$226K +$456 +15 +0.2%
ASN
91
Advisory Services Network
Georgia
$224K +$3.04K +100 +1%
CAL
92
Capital Analysts LLC
Pennsylvania
$224K -$21K -689 -9%
PNC
93
Park National Corp
Ohio
$213K
CFD
94
Creative Financial Designs
Indiana
$206K
CSPIA
95
Cary Street Partners Investment Advisory
Virginia
$200K +$198K +6,500 New
IF
96
Integrity Financial
Wyoming
$186K
WIM
97
WealthPlan Investment Management
Nebraska
$140K -$375K -12,332 -73%
William Blair & Company
98
William Blair & Company
Illinois
$99.6K -$20.5K -675 -17%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$64K -$125K -4,101 -66%
BAM
100
Belpointe Asset Management
Nevada
$62.4K +$39.4K +1,296 +178%

PJUN Hedge Fund Activity: Q1 2023 in Review

111 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q1 2023, worth a combined $251M — down 5% from $264M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PJUN and 12 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 25 added.

The largest buyer was Vantage Financial Partners (Illinois), opening a new position worth an estimated $11.6M. The largest seller was Hudson Capital Management, exiting entirely with an estimated $5.84M sold.

  • 111 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q1 2023, down from 118 in Q4 2022.
  • Funds reported $251M of Innovator US Equity Power Buffer ETF June stock for Q1 2023, down 5% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Power Buffer ETF June positions in Q1 2023 and 16 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q1 2023 was Vantage Financial Partners (Illinois), an estimated $11.6M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q1 2023 was Hudson Capital Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q1 2023.