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Innovator US Equity Power Buffer ETF June

111 hedge funds and large institutions have $251M invested in Innovator US Equity Power Buffer ETF June in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.3% more ownership

Funds ownership: 74.15%76.46% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $264M → $251M (-$13.3M)

6% less funds holding

Funds holding: 118111 (-7)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

44% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 45

Holders
111
Holders Change
-7
Holders Change %
-5.93%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
25
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
101
Optimum Investment Advisors
Illinois
$61.6K
AAS
102
Ameritas Advisory Services
Nebraska
$61.5K +$60.8K +2,000 New
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$28.8K -$2.08M -68,326 -7%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$18.6K
LFG
105
Larson Financial Group
Missouri
$16.7K +$16.1K +529 +3,527%
SPIA
106
Steward Partners Investment Advisory
New York
$12.1K
Wells Fargo
107
Wells Fargo
California
$11.2K
FCAG
108
First Capital Advisors Group
New Jersey
$11.1K +$11K +361 New
AWM
109
AllSquare Wealth Management
New York
$10.8K
WP
110
WealthShield Partners
North Carolina
$10.2K +$10K +330 New
WWM
111
Wolff Wiese Magana
California
$4.99K
HCM
112
Hudson Capital Management
New Jersey
-$5.84M -196,412 Closed
MIM
113
Macroview Investment Management
Maryland
-$1.42M -47,922 Closed
OMC
114
Old Mission Capital
Illinois
-$834K -28,045 Closed
RFG
115
Range Financial Group
Oregon
-$540K -18,181 Closed
Wolverine Trading
116
Wolverine Trading
Illinois
-$444K -14,948 Closed
Citadel Advisors
117
Citadel Advisors
Florida
-$306K -10,308 Closed
SHIM
118
Stone House Investment Management
Pennsylvania
-$246K -8,287 Closed
MCC
119
Money Concepts Capital
Florida
-$129K -4,342 Closed
UBS Group
120
UBS Group
Switzerland
-$89.5K -3,012 Closed
USCWA
121
U.S. Capital Wealth Advisors
Texas
-$76.3K -2,567 Closed
AWM
122
Accurate Wealth Management
Florida
-$70.1K -2,340 Closed
Morgan Stanley
123
Morgan Stanley
New York
-$59.5K -2,000 Closed
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
-$44.6K -1,500 Closed
FA
125
Fiduciary Alliance
South Carolina
-$37.5K -1,261 Closed

PJUN Hedge Fund Activity: Q1 2023 in Review

111 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q1 2023, worth a combined $251M — down 5% from $264M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PJUN and 12 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 25 added.

The largest buyer was Vantage Financial Partners (Illinois), opening a new position worth an estimated $11.6M. The largest seller was Hudson Capital Management, exiting entirely with an estimated $5.84M sold.

  • 111 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q1 2023, down from 118 in Q4 2022.
  • Funds reported $251M of Innovator US Equity Power Buffer ETF June stock for Q1 2023, down 5% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Power Buffer ETF June positions in Q1 2023 and 16 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q1 2023 was Vantage Financial Partners (Illinois), an estimated $11.6M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q1 2023 was Hudson Capital Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q1 2023.