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Innovator US Equity Power Buffer ETF June
PJUN

157 hedge funds and large institutions have $482M invested in Innovator US Equity Power Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% more ownership

Funds ownership: 78.11% → 78.22% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3% less funds holding

Funds holding: 162 → 157 (-5)

11% less capital invested

Capital invested by funds: $543M → $482M (-$61.5M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

54% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 72

Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
33
Reduced
72
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$2.15M
2
BCM
Brookstone Capital Management
Illinois
+$1.89M
3
Jane Street
Jane Street
New York
+$1.85M
4
BEI
Benjamin Edwards Inc
Missouri
+$1.01M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$46.4M
2
FIA
Foundations Investment Advisors
Arizona
-$4.25M
3
HighTower Advisors
HighTower Advisors
Illinois
-$3.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.3M
5
OWA
Outlook Wealth Advisors
Texas
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
101
Sequoia Financial Advisors
Ohio
$486K +$152K +4,216 +47%
CWS
102
Cypress Wealth Services
California
$473K -$314K -8,720 -40%
DWM
103
Dakota Wealth Management
Florida
$473K -$1.33M -36,998 -74%
ASN
104
Advisory Services Network
Georgia
$467K – – –
FIA
105
Foundations Investment Advisors
Arizona
$466K -$4.25M -118,002 -90%
FA
106
Faithward Advisors
Pennsylvania
$460K +$450K +12,479 New
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$430K -$5.76K -160 -1%
DI
108
Diligent Investors
California
$419K -$180 -5 -0%
WP
109
WealthPLAN Partners
Nebraska
$419K -$654K -18,149 -62%
VBFP
110
Valtinson Bruner Financial Planning
Minnesota
$415K – – –
BWP
111
Balboa Wealth Partners
Arizona
$404K -$1.78M -49,312 -82%
WFAG
112
Worth Financial Advisory Group
North Carolina
$401K – – –
JCM
113
Jacobi Capital Management
Pennsylvania
$400K +$391K +10,850 New
Citadel Advisors
114
Citadel Advisors
Florida
$395K +$42.1K +1,168 +12%
BWM
115
BCGM Wealth Management
Indiana
$368K -$15.7K -435 -4%
CWA
116
Continuum Wealth Advisors
New York
$348K – – –
EWM
117
Elmwood Wealth Management
California
$343K +$36K +1,000 +12%
Betterment LLC
118
Betterment LLC
New York
$340K +$4K +111 +1%
CCM
119
Coldstream Capital Management
Washington
$339K +$331K +9,200 New
AWM
120
Atticus Wealth Management
Florida
$329K – – –
FWIA
121
Fort Washington Investment Advisors
Ohio
$325K – – –
RPGK
122
Retirement Planning Group (Kansas)
Kansas
$294K – – –
RIS
123
Retirement Income Solutions
Michigan
$293K – – –
BFA
124
Beacon Financial Advisory
Ohio
$286K -$10.8K -300 -4%
SPC
125
Sigma Planning Corp
Michigan
$284K -$91.4K -2,537 -25%
3 4
5
6 7

PJUN Hedge Fund Activity: Q3 2024 in Review

157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q3 2024, worth a combined $482M — down 11% from $543M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PJUN and 8 opened new positions — a net loss of 4 holders — while 72 trimmed existing stakes and 33 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.15M. The largest seller was AE Wealth Management, cutting an estimated $46.4M.

  • 157 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q3 2024, down from 162 in Q2 2024.
  • Funds reported $482M of Innovator US Equity Power Buffer ETF June stock for Q3 2024, down 11% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Power Buffer ETF June positions in Q3 2024 and 12 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q3 2024 was Penserra Capital Management, an estimated $2.15M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q3 2024 was AE Wealth Management, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2024.