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Innovator US Equity Power Buffer ETF June

147 hedge funds and large institutions have $368M invested in Innovator US Equity Power Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.46% more ownership

Funds ownership: 76.07%79.53% (+3.5%)

1% less funds holding

Funds holding: 148147 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

8% less capital invested

Capital invested by funds: $399M → $368M (-$31.7M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

75% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 77

Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
11
Increased
19
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$357K
CA
102
Continuum Advisory
Idaho
$353K +$55.5K +1,632 +19%
KWM
103
Kingsview Wealth Management
Oregon
$337K -$1.7K -50 -0.5%
W
104
WorthPointe
California
$336K
MCM
105
MAI Capital Management
Ohio
$334K -$242K -7,119 -42%
Betterment LLC
106
Betterment LLC
New York
$318K -$3.88K -114 -1%
TWP
107
TFO Wealth Partners
Ohio
$310K
AWM
108
Atticus Wealth Management
Florida
$308K
CWA
109
Continuum Wealth Advisors
New York
$304K +$44.2K +1,300 +17%
VWA
110
Visionary Wealth Advisors
Illinois
$289K -$11.1K -327 -4%
SPC
111
Sigma Planning Corp
Michigan
$287K +$282K +8,304 New
TF
112
Trek Financial
Arizona
$280K -$64.6K -1,900 -19%
ASN
113
Advisory Services Network
Georgia
$278K -$18.9K -556 -6%
RPGK
114
Retirement Planning Group (Kansas)
Kansas
$275K
RIS
115
Retirement Income Solutions
Michigan
$274K
FA
116
FSA Advisors
Michigan
$274K -$3.67K -108 -1%
SFA
117
Sequoia Financial Advisors
Ohio
$260K -$286K -8,421 -53%
DI
118
Diligent Investors
California
$259K
AWS
119
Atria Wealth Solutions
New York
$253K -$268K -7,885 -52%
CAL
120
Capital Analysts LLC
Pennsylvania
$251K
NA
121
NewEdge Advisors
Louisiana
$249K -$311K -9,151 -56%
TSS
122
Two Sigma Securities
New York
$241K +$237K +6,971 New
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$240K -$338K -9,933 -59%
AIA
124
Alera Investment Advisors
Illinois
$223K
IF
125
Integrity Financial
Wyoming
$221K

PJUN Hedge Fund Activity: Q1 2024 in Review

147 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q1 2024, worth a combined $368M — down 7.9% from $399M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PJUN and 11 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 19 added.

The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $7.02M. The largest seller was Jane Street, cutting an estimated $22.8M.

  • 147 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q1 2024, down from 148 in Q4 2023.
  • Funds reported $368M of Innovator US Equity Power Buffer ETF June stock for Q1 2024, down 7.9% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF June positions in Q1 2024 and 12 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q1 2024 was Accuvest Global Advisors, an estimated $7.02M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q1 2024 was Jane Street, an estimated $22.8M sold.

Based on aggregated 13F filings for Q1 2024.