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Innovator US Equity Power Buffer ETF June

148 hedge funds and large institutions have $399M invested in Innovator US Equity Power Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1% more funds holding

Funds holding: 146148 (+2)

0.82% more ownership

Funds ownership: 75.25%76.07% (+0.82%)

4% less capital invested

Capital invested by funds: $415M → $399M (-$15.2M)

73% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 70

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
14
Increased
19
Reduced
70
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
76
Focus Financial Network
Minnesota
$667K
CW
77
CreativeOne Wealth
Kansas
$661K +$636K +19,797 New
GSIAS
78
Garden State Investment Advisory Services
New Jersey
$603K
DFA
79
DHJJ Financial Advisors
Illinois
$583K -$24.9K -775 -4%
WIA
80
World Investment Advisors
California
$576K -$12.9K -400 -2%
IA
81
IFP Advisors
Florida
$571K -$33.5K -1,042 -6%
SWM
82
Spire Wealth Management
Virginia
$571K
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$563K +$437K +13,605 +416%
MCM
84
MAI Capital Management
Ohio
$561K -$2.49M -77,396 -82%
FCFC
85
First Commonwealth Financial Corp
Pennsylvania
$558K
NA
86
NewEdge Advisors
Louisiana
$546K -$4.31M -134,223 -89%
BCM
87
Beck Capital Management
Texas
$534K -$49.5K -1,541 -9%
SFA
88
Sequoia Financial Advisors
Ohio
$533K -$94.2K -2,932 -16%
MW
89
Marcum Wealth
Ohio
$527K
BRWA
90
B. Riley Wealth Advisors
Florida
$519K -$73.9K -2,300 -13%
AWS
91
Atria Wealth Solutions
New York
$508K +$47.7K +1,485 +11%
GSIS
92
Global Strategic Investment Solutions
Arizona
$481K -$14.1M -439,758 -97%
GCP
93
Gill Capital Partners
Colorado
$463K -$100K -3,114 -18%
NF
94
Nikulski Financial
Iowa
$449K
AAP
95
Arax Advisory Partners
Colorado
$445K
WP
96
WealthPLAN Partners
Nebraska
$431K -$2.38K -74 -0.6%
VA
97
Valmark Advisers
Ohio
$417K -$316K -9,825 -44%
OCM
98
Orion Capital Management
California
$403K
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$402K -$2.86K -89 -0.7%
Cerity Partners
100
Cerity Partners
New York
$392K

PJUN Hedge Fund Activity: Q4 2023 in Review

148 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2023, worth a combined $399M — down 3.7% from $415M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PJUN positions and 11 closed out — a net gain of 3 holders — while 19 added to existing stakes and 70 trimmed.

The largest buyer was Jane Street, adding an estimated $21.2M. The largest seller was AE Wealth Management, cutting an estimated $23.2M.

  • 148 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2023, up from 146 in Q3 2023.
  • Funds reported $399M of Innovator US Equity Power Buffer ETF June stock for Q4 2023, down 3.7% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2023 and 11 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2023 was Jane Street, an estimated $21.2M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2023 was AE Wealth Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2023.