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Innovator US Equity Power Buffer ETF June

162 hedge funds and large institutions have $461M invested in Innovator US Equity Power Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 10 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

3% more funds holding

Funds holding: 157162 (+5)

0.1% more ownership

Funds ownership: 78.22%78.32% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $482M → $461M (-$21.1M)

87% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 79

Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
10
Reduced
79
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RAS
76
RPS Advisory Solutions
Kentucky
$777K
AWS
77
Atria Wealth Solutions
New York
$777K -$7.46K -200 -1%
Cerity Partners
78
Cerity Partners
New York
$734K
KWM
79
Kingsview Wealth Management
Oregon
$726K -$297K -7,945 -29%
FFA
80
Fragasso Financial Advisors
Pennsylvania
$717K -$3.13K -84 -0.4%
Q1WB
81
Quest 10 Wealth Builders
Virginia
$716K +$712K +19,090 New
DFA
82
DHJJ Financial Advisors
Illinois
$654K
WIA
83
World Investment Advisors
California
$644K -$11.2K -300 -2%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$622K
FCFC
85
First Commonwealth Financial Corp
Pennsylvania
$620K -$1.19K -32 -0.2%
VA
86
Valmark Advisers
Ohio
$603K -$187K -5,000 -24%
W
87
WorthPointe
California
$598K
GSIAS
88
Garden State Investment Advisory Services
New Jersey
$585K
FA
89
Faithward Advisors
Pennsylvania
$576K +$107K +2,878 +23%
AAP
90
Arax Advisory Partners
Colorado
$568K +$12.9K +347 +2%
GSIS
91
Global Strategic Investment Solutions
Arizona
$561K
OCM
92
Orion Capital Management
California
$548K
AQR Capital Management
93
AQR Capital Management
Connecticut
$537K
GCP
94
Gill Capital Partners
Colorado
$509K
AAS
95
Avantax Advisory Services
Texas
$500K
BCM
96
Beck Capital Management
Texas
$496K -$11.9K -320 -2%
SFA
97
Sequoia Financial Advisors
Ohio
$495K
RCM
98
Riggs Capital Management
Utah
$488K +$486K +13,019 New
CWS
99
Cypress Wealth Services
California
$481K
DWM
100
Dakota Wealth Management
Florida
$481K

PJUN Hedge Fund Activity: Q4 2024 in Review

162 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2024, worth a combined $461M — down 4.4% from $482M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PJUN positions and 11 closed out — a net gain of 7 holders — while 10 added to existing stakes and 79 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.47M. The largest seller was Brookstone Capital Management, cutting an estimated $23.3M.

  • 162 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2024, up from 157 in Q3 2024.
  • Funds reported $461M of Innovator US Equity Power Buffer ETF June stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2024 and 11 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2024 was Penserra Capital Management, an estimated $6.47M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2024 was Brookstone Capital Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.