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Innovator US Equity Power Buffer ETF June
PJUN

Overview Fund Activity

160 hedge funds and large institutions have $537M invested in Innovator US Equity Power Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
81
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$48.6M
2
BCM
2
Brookstone Capital Management
Illinois
$34.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$19.4M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$12.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$19.7M

Top Sellers

1
VFPI
1
Vantage Financial Partners (Illinois)
Illinois
$0
2
AGA
2
Accuvest Global Advisors
Utah
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
ACM
4
Andina Capital Management
Utah
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
101
Gill Capital Partners
Colorado
$470K +$33.1K +928 +8%
ASN
102
Advisory Services Network
Georgia
$467K +$181K +5,074 +63%
BBPWM
103
Blue Bell Private Wealth Management
Pennsylvania
$421K -$5.81K -163 -1%
CA
104
Continuum Advisory
Idaho
$415K +$53.1K +1,492 +15%
FA
105
FSA Advisors
Michigan
$407K +$125K +3,496 +44%
DI
106
Diligent Investors
California
$405K +$138K +3,862 +51%
VBFP
107
Valtinson Bruner Financial Planning
Minnesota
$401K – – –
AAS
108
Avantax Advisory Services
Texas
$395K +$27.2K +763 +7%
WFAG
109
Worth Financial Advisory Group
North Carolina
$387K +$387K +10,875 New
PWA
110
Pillar Wealth Advisors
Pennsylvania
$386K – – –
CNWM
111
Clay Northam Wealth Management
California
$380K – – –
BWM
112
BCGM Wealth Management
Indiana
$371K – – –
SPC
113
Sigma Planning Corp
Michigan
$365K +$69.2K +1,942 +23%
LAS
114
Lloyd Advisory Services
Georgia
$363K +$363K +10,184 New
USCWA
115
U.S. Capital Wealth Advisors
Texas
$360K +$360K +10,105 New
Citadel Advisors
116
Citadel Advisors
Florida
$340K -$91.1K -2,557 -21%
CWA
117
Continuum Wealth Advisors
New York
$336K +$23.2K +650 +7%
Betterment LLC
118
Betterment LLC
New York
$324K -$4.27K -120 -1%
TWP
119
TFO Wealth Partners
Ohio
$320K – – –
SFA
120
Sequoia Financial Advisors
Ohio
$320K +$51K +1,431 +19%
AWM
121
Atticus Wealth Management
Florida
$317K – – –
MHS
122
M Holdings Securities
Oregon
$315K +$315K +8,838 New
FWIA
123
Fort Washington Investment Advisors
Ohio
$313K +$313K +8,800 New
EWM
124
Elmwood Wealth Management
California
$296K -$112K -3,150 -28%
BFA
125
Beacon Financial Advisory
Ohio
$287K +$287K +8,050 New
3 4
5
6 7