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Innovator US Equity Power Buffer ETF June

153 hedge funds and large institutions have $461M invested in Innovator US Equity Power Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 61 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 9

259% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 17

84% more capital invested

Capital invested by funds: $251M → $461M (+$211M)

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

38% more funds holding

Funds holding: 111153 (+42)

0.31% more ownership

Funds ownership: 76.46%76.77% (+0.31%)

Holders
153
Holders Change
+42
Holders Change %
+37.84%
% of All Funds
2.4%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
51
Increased
61
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
101
Advance Capital Management
Michigan
$435K +$425K +13,742 New
AWS
102
Atria Wealth Solutions
New York
$435K +$68K +2,202 +19%
NF
103
Nikulski Financial
Iowa
$431K -$109K -3,530 -21%
AAP
104
Arax Advisory Partners
Colorado
$422K -$1.08K -35 -0.3%
VBFP
105
Valtinson Bruner Financial Planning
Minnesota
$390K +$49.5K +1,601 +15%
SFG
106
Steward Financial Group
Texas
$386K +$377K +12,192 New
BFA
107
BMS Financial Advisors
South Dakota
$380K
Cerity Partners
108
Cerity Partners
New York
$372K -$120K -3,883 -25%
FCM
109
Firestone Capital Management
Florida
$345K +$333K +10,789 New
PWA
110
Pillar Wealth Advisors
Pennsylvania
$344K
CNWM
111
Clay Northam Wealth Management
California
$337K
BWM
112
BCGM Wealth Management
Indiana
$330K +$13.4K +435 +4%
WP
113
WealthPLAN Partners
Nebraska
$326K -$65.1K -2,107 -17%
JP Morgan Chase
114
JP Morgan Chase
New York
$315K +$307K +9,954 New
W
115
WorthPointe
California
$308K +$300K +9,724 New
RA
116
RFG Advisory
Alabama
$307K
Betterment LLC
117
Betterment LLC
New York
$304K +$296K +9,596 New
RIS
118
Retirement Income Solutions
Michigan
$303K
Citadel Advisors
119
Citadel Advisors
Florida
$296K +$289K +9,342 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$292K +$285K +9,223 New
KWM
121
Kingsview Wealth Management
Oregon
$286K +$279K +9,023 New
TWP
122
TFO Wealth Partners
Ohio
$284K
AWM
123
Atticus Wealth Management
Florida
$282K +$275K +8,909 New
ASN
124
Advisory Services Network
Georgia
$281K +$48.3K +1,564 +21%
RPGK
125
Retirement Planning Group (Kansas)
Kansas
$265K -$1.48K -48 -0.6%

PJUN Hedge Fund Activity: Q2 2023 in Review

153 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2023, worth a combined $461M — up 84% from $251M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PJUN positions and 9 closed out — a net gain of 42 holders — while 61 added to existing stakes and 17 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $29M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.33M.

  • 153 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2023, up from 111 in Q1 2023.
  • Funds reported $461M of Innovator US Equity Power Buffer ETF June stock for Q2 2023, up 84% quarter-over-quarter.
  • 51 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2023 and 9 closed out, a net change of +42 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2023 was AE Wealth Management, an estimated $29M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q2 2023 was Commonwealth Equity Services, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2023.