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Innovator US Equity Power Buffer ETF June
PJUN

162 hedge funds and large institutions have $461M invested in Innovator US Equity Power Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 10 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

3% more funds holding

Funds holding: 157 → 162 (+5)

0.1% more ownership

Funds ownership: 78.22% → 78.32% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less capital invested

Capital invested by funds: $482M → $461M (-$21.1M)

87% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 79

Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
18
Increased
10
Reduced
79
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$6.47M
2
KAS
Kestra Advisory Services
Texas
+$1.04M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$591K
4
TSS
Two Sigma Securities
New York
+$296K
5
WIM
WealthPlan Investment Management
Nebraska
+$251K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$23.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.18M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.84M
4
W
WPWealth
Texas
-$2.16M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$457K +$54.3K +1,455 +14%
NF
102
Nikulski Financial
Iowa
$445K -$55.6K -1,490 -11%
BBPWM
103
Blue Bell Private Wealth Management
Pennsylvania
$438K -$299 -8 -0.1%
FA
104
FSA Advisors
Michigan
$426K -$224K -6,015 -34%
DI
105
Diligent Investors
California
$426K -$187 -5 -0%
VBFP
106
Valtinson Bruner Financial Planning
Minnesota
$423K – – –
CA
107
Continuum Advisory
Idaho
$411K -$84.5K -2,264 -17%
ASN
108
Advisory Services Network
Georgia
$410K -$81.5K -2,183 -17%
JCM
109
Jacobi Capital Management
Pennsylvania
$407K – – –
BWP
110
Balboa Wealth Partners
Arizona
$400K -$11.1K -297 -3%
BWM
111
BCGM Wealth Management
Indiana
$374K – – –
WFAG
112
Worth Financial Advisory Group
North Carolina
$367K -$40.5K -1,085 -10%
LBC
113
Leigh Baldwin & Co
New York
$355K +$354K +9,475 New
CWA
114
Continuum Wealth Advisors
New York
$354K – – –
USCWA
115
U.S. Capital Wealth Advisors
Texas
$353K -$188K -5,046 -35%
EWM
116
Elmwood Wealth Management
California
$349K – – –
CCM
117
Coldstream Capital Management
Washington
$345K – – –
AWM
118
Atticus Wealth Management
Florida
$334K – – –
FWIA
119
Fort Washington Investment Advisors
Ohio
$330K – – –
FIA
120
Foundations Investment Advisors
Arizona
$329K -$144K -3,856 -31%
RIS
121
Retirement Income Solutions
Michigan
$298K – – –
TSS
122
Two Sigma Securities
New York
$297K +$296K +7,921 New
BFA
123
Beacon Financial Advisory
Ohio
$291K – – –
RPGK
124
Retirement Planning Group (Kansas)
Kansas
$286K -$13.4K -358 -4%
CAL
125
Capital Analysts LLC
Pennsylvania
$285K – – –
3 4
5
6 7

PJUN Hedge Fund Activity: Q4 2024 in Review

162 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2024, worth a combined $461M — down 4.4% from $482M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PJUN positions and 11 closed out — a net gain of 7 holders — while 10 added to existing stakes and 79 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.47M. The largest seller was Brookstone Capital Management, cutting an estimated $23.3M.

  • 162 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2024, up from 157 in Q3 2024.
  • Funds reported $461M of Innovator US Equity Power Buffer ETF June stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2024 and 11 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2024 was Penserra Capital Management, an estimated $6.47M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2024 was Brookstone Capital Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.