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Innovator US Equity Power Buffer ETF June
PJUN

Overview Fund Activity

160 hedge funds and large institutions have $537M invested in Innovator US Equity Power Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
81
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$48.6M
2
BCM
2
Brookstone Capital Management
Illinois
$34.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$19.4M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$12.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$19.7M

Top Sellers

1
VFPI
1
Vantage Financial Partners (Illinois)
Illinois
$0
2
AGA
2
Accuvest Global Advisors
Utah
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
ACM
4
Andina Capital Management
Utah
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Axxcess Wealth Management
California
$829K -$7.12K -200 -0.9%
FFN
77
Focus Financial Network
Minnesota
$826K +$125K +3,475 +18%
TWM
78
Tradition Wealth Management
Minnesota
$814K -$29.4K -826 -3%
OWA
79
Outlook Wealth Advisors
Texas
$800K +$544K +85,144 +213%
CW
80
CreativeOne Wealth
Kansas
$798K -$32.3K -907 -4%
CWS
81
Cypress Wealth Services
California
$767K +$61.1K +1,716 +9%
JFG
82
JDM Financial Group
Texas
$764K +$764K +21,447 New
SAG
83
SageView Advisory Group
California
$764K +$764K +21,444 New
BRWA
84
B. Riley Wealth Advisors
Florida
$742K +$106K +2,973 +17%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$741K – – –
RAS
86
RPS Advisory Solutions
Kentucky
$738K +$738K +20,722 New
Cerity Partners
87
Cerity Partners
New York
$720K +$302K +8,476 +72%
FFA
88
Fragasso Financial Advisors
Pennsylvania
$684K -$118K -3,300 -15%
WIA
89
World Investment Advisors
California
$622K – – –
DFA
90
DHJJ Financial Advisors
Illinois
$621K +$81.1K +2,278 +15%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$613K +$591K +16,587 +2,765%
FCFC
92
First Commonwealth Financial Corp
Pennsylvania
$590K +$590K +16,572 New
W
93
WorthPointe
California
$568K +$221K +6,212 +64%
GSIAS
94
Garden State Investment Advisory Services
New Jersey
$555K -$87.8K -2,465 -14%
GSIS
95
Global Strategic Investment Solutions
Arizona
$531K – – –
AAP
96
Arax Advisory Partners
Colorado
$528K +$65.1K +1,827 +14%
CAG
97
Csenge Advisory Group
Florida
$501K +$501K +14,070 New
OCM
98
Orion Capital Management
California
$484K +$54.5K +1,530 +13%
BCM
99
Beck Capital Management
Texas
$483K -$57.9K -1,626 -11%
NF
100
Nikulski Financial
Iowa
$475K -$891 -25 -0.2%
2 3
4
5 6