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Innovator US Equity Power Buffer ETF June

162 hedge funds and large institutions have $543M invested in Innovator US Equity Power Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 26

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

48% more capital invested

Capital invested by funds: $368M → $543M (+$176M)

10% more funds holding

Funds holding: 147162 (+15)

1.42% less ownership

Funds ownership: 79.53%78.11% (-1.4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
29
Increased
83
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Valmark Advisers
Ohio
$867K +$414K +11,856 +95%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$852K +$42.7K +1,225 +5%
AWM
78
Axxcess Wealth Management
California
$829K -$6.98K -200 -0.9%
FFN
79
Focus Financial Network
Minnesota
$826K +$121K +3,475 +18%
TWM
80
Tradition Wealth Management
Minnesota
$814K -$28.8K -826 -3%
OWA
81
Outlook Wealth Advisors
Texas
$800K +$2.97M +85,144 +213%
CW
82
CreativeOne Wealth
Kansas
$798K -$31.6K -907 -4%
CWS
83
Cypress Wealth Services
California
$767K +$59.9K +1,716 +9%
JFG
84
JDM Financial Group
Texas
$764K +$748K +21,447 New
SAG
85
SageView Advisory Group
California
$764K +$748K +21,444 New
BRWA
86
B. Riley Wealth Advisors
Florida
$742K +$104K +2,973 +17%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$741K
RAS
88
RPS Advisory Solutions
Kentucky
$738K +$723K +20,722 New
Cerity Partners
89
Cerity Partners
New York
$720K +$296K +8,476 +72%
FFA
90
Fragasso Financial Advisors
Pennsylvania
$684K -$115K -3,300 -15%
WIA
91
World Investment Advisors
California
$622K
DFA
92
DHJJ Financial Advisors
Illinois
$621K +$79.5K +2,278 +15%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$613K +$579K +16,587 +2,765%
FCFC
94
First Commonwealth Financial Corp
Pennsylvania
$590K +$578K +16,572 New
W
95
WorthPointe
California
$568K +$217K +6,212 +64%
GSIAS
96
Garden State Investment Advisory Services
New Jersey
$555K -$86K -2,465 -14%
GSIS
97
Global Strategic Investment Solutions
Arizona
$531K
AAP
98
Arax Advisory Partners
Colorado
$528K +$63.7K +1,827 +14%
CAG
99
Csenge Advisory Group
Florida
$501K +$491K +14,070 New
OCM
100
Orion Capital Management
California
$484K +$53.4K +1,530 +13%

PJUN Hedge Fund Activity: Q2 2024 in Review

162 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2024, worth a combined $543M — up 48% from $368M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PJUN positions and 10 closed out — a net gain of 19 holders — while 83 added to existing stakes and 26 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $46.3M. The largest seller was Vantage Financial Partners (Illinois), exiting entirely with an estimated $12.5M sold.

  • 162 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2024, up from 147 in Q1 2024.
  • Funds reported $543M of Innovator US Equity Power Buffer ETF June stock for Q2 2024, up 48% quarter-over-quarter.
  • 29 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2024 and 10 closed out, a net change of +19 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2024 was AE Wealth Management, an estimated $46.3M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q2 2024 was Vantage Financial Partners (Illinois), an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2024.