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Innovator US Equity Power Buffer ETF June
PJUN

118 hedge funds and large institutions have $264M invested in Innovator US Equity Power Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

8% more funds holding

Funds holding: 109 → 118 (+9)

2% more capital invested

Capital invested by funds: $258M → $264M (+$6.42M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.72% less ownership

Funds ownership: 75.87% → 74.15% (-1.7%)

60% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 48

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
19
Reduced
48
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
Personal CFO Solutions
New Jersey
+$14.1M
2
PCM
Penserra Capital Management
California
+$2.53M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.08M
4
ST
Sageworth Trust
Pennsylvania
+$817K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$568K

Top Sellers

1
ML
McAdam LLC
Pennsylvania
-$6.73M
2
AIA
Acute Investment Advisory
Arizona
-$4.63M
3
OMC
Old Mission Capital
Illinois
-$4.53M
4
BCM
Brookstone Capital Management
Illinois
-$2.69M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
101
Money Concepts Capital
Florida
$129K +$129K +4,342 New
William Blair & Company
102
William Blair & Company
Illinois
$116K +$12.7K +430 +12%
UBS Group
103
UBS Group
Switzerland
$89.5K +$89.3K +3,012 New
USCWA
104
U.S. Capital Wealth Advisors
Texas
$76.3K +$76.1K +2,567 New
AWM
105
Accurate Wealth Management
Florida
$70.1K +$69.4K +2,340 New
Morgan Stanley
106
Morgan Stanley
New York
$59.5K – – –
OIA
107
Optimum Investment Advisors
Illinois
$59.5K – – –
BBPWM
108
Blue Bell Private Wealth Management
Pennsylvania
$44.6K +$11.9K +400 +36%
FA
109
Fiduciary Alliance
South Carolina
$37.5K +$37.4K +1,261 New
BAM
110
Belpointe Asset Management
Nevada
$21.7K +$21.6K +730 New
WCAMG
111
Woodard & Company Asset Management Group
North Carolina
$20.8K +$20.8K +700 New
NA
112
NewEdge Advisors
Louisiana
$20.7K +$20.6K +695 New
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$17.9K – – –
SPIA
114
Steward Partners Investment Advisory
New York
$11.7K – – –
Wells Fargo
115
Wells Fargo
California
$10.9K – – –
AWM
116
AllSquare Wealth Management
New York
$10.4K – – –
WWM
117
Wolff Wiese Magana
California
$4.82K – – –
LFG
118
Larson Financial Group
Missouri
$446 +$445 +15 New
ML
119
McAdam LLC
Pennsylvania
– -$6.73M -237,111 Closed
AIA
120
Acute Investment Advisory
Arizona
– -$4.63M -163,328 Closed
GSIS
121
Global Strategic Investment Solutions
Arizona
– -$396K -13,958 Closed
BRWA
122
B. Riley Wealth Advisors
Florida
– -$258K -9,085 Closed
RJA
123
Raymond James & Associates
Florida
– -$236K -8,316 Closed
JWBC
124
John W. Brooker & Co
California
– -$6K -200 Closed
PFA
125
Professional Financial Advisors
Nebraska
– -$4K -128 Closed
1 2 3 4
5

PJUN Hedge Fund Activity: Q4 2022 in Review

118 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2022, worth a combined $264M — up 2.5% from $258M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PJUN positions and 7 closed out — a net gain of 11 holders — while 19 added to existing stakes and 48 trimmed.

The largest buyer was Personal CFO Solutions, adding an estimated $14.1M. The largest seller was McAdam LLC, exiting entirely with an estimated $6.73M sold.

  • 118 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $264M of Innovator US Equity Power Buffer ETF June stock for Q4 2022, up 2.5% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2022 and 7 closed out, a net change of +11 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2022 was Personal CFO Solutions, an estimated $14.1M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2022 was McAdam LLC, an estimated $6.73M sold.

Based on aggregated 13F filings for Q4 2022.