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Innovator US Equity Power Buffer ETF June
PJUN

147 hedge funds and large institutions have $368M invested in Innovator US Equity Power Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.46% more ownership

Funds ownership: 76.07% → 79.53% (+3.5%)

1% less funds holding

Funds holding: 148 → 147 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

8% less capital invested

Capital invested by funds: $399M → $368M (-$31.7M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

75% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 77

Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
11
Increased
19
Reduced
77
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGA
Accuvest Global Advisors
Utah
+$7.02M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.03M
3
PCM
Penserra Capital Management
California
+$2.54M
4
OMC
Old Mission Capital
Illinois
+$1.49M
5
LPL Financial
LPL Financial
California
+$881K

Top Sellers

1
Jane Street
Jane Street
New York
-$22.8M
2
OWA
Outlook Wealth Advisors
Texas
-$10.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$3.99M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.1M
5
BCM
Brookstone Capital Management
Illinois
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
76
Cornerstone Wealth Group
North Carolina
$689K +$678K +19,952 New
CWS
77
Cypress Wealth Services
California
$684K -$112K -3,283 -14%
FFN
78
Focus Financial Network
Minnesota
$671K -$16.8K -493 -2%
GSIAS
79
Garden State Investment Advisory Services
New Jersey
$623K – – –
WIA
80
World Investment Advisors
California
$602K +$6.8K +200 +1%
SWM
81
Spire Wealth Management
Virginia
$582K -$3.98K -117 -0.7%
BRWA
82
B. Riley Wealth Advisors
Florida
$559K +$78.2K +2,300 +15%
BCM
83
Beck Capital Management
Texas
$525K -$27.3K -803 -5%
DFA
84
DHJJ Financial Advisors
Illinois
$523K -$78.2K -2,301 -13%
GSIS
85
Global Strategic Investment Solutions
Arizona
$514K +$16.4K +482 +3%
IA
86
IFP Advisors
Florida
$478K -$112K -3,283 -19%
NF
87
Nikulski Financial
Iowa
$462K -$2.55K -75 -0.6%
AAP
88
Arax Advisory Partners
Colorado
$448K -$11.8K -348 -3%
VA
89
Valmark Advisers
Ohio
$431K – – –
GCP
90
Gill Capital Partners
Colorado
$424K -$54.5K -1,602 -12%
Citadel Advisors
91
Citadel Advisors
Florida
$418K +$411K +12,103 New
OCM
92
Orion Capital Management
California
$417K – – –
BBPWM
93
Blue Bell Private Wealth Management
Pennsylvania
$414K -$1.16K -34 -0.3%
Cerity Partners
94
Cerity Partners
New York
$406K – – –
EWM
95
Elmwood Wealth Management
California
$395K +$56.1K +1,650 +17%
VBFP
96
Valtinson Bruner Financial Planning
Minnesota
$389K -$9.01K -265 -2%
PWA
97
Pillar Wealth Advisors
Pennsylvania
$375K – – –
CNWM
98
Clay Northam Wealth Management
California
$368K – – –
WP
99
WealthPLAN Partners
Nebraska
$365K -$79.7K -2,344 -18%
BWM
100
BCGM Wealth Management
Indiana
$359K – – –
2 3
4
5 6

PJUN Hedge Fund Activity: Q1 2024 in Review

147 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q1 2024, worth a combined $368M — down 7.9% from $399M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PJUN and 11 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 19 added.

The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $7.02M. The largest seller was Jane Street, cutting an estimated $22.8M.

  • 147 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q1 2024, down from 148 in Q4 2023.
  • Funds reported $368M of Innovator US Equity Power Buffer ETF June stock for Q1 2024, down 7.9% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF June positions in Q1 2024 and 12 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q1 2024 was Accuvest Global Advisors, an estimated $7.02M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q1 2024 was Jane Street, an estimated $22.8M sold.

Based on aggregated 13F filings for Q1 2024.