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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
AIA
126
Alera Investment Advisors
Illinois
$253K
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$241K +$236K +7,625 New
DI
128
Diligent Investors
California
$238K
CWA
129
Continuum Wealth Advisors
New York
$237K
CAL
130
Capital Analysts LLC
Pennsylvania
$231K
CFD
131
Creative Financial Designs
Indiana
$227K +$15.4K +500 +7%
USCWA
132
U.S. Capital Wealth Advisors
Texas
$224K +$218K +7,058 New
IF
133
Integrity Financial
Wyoming
$217K +$25.6K +828 +14%
UBS Group
134
UBS Group
Switzerland
$127K +$124K +4,017 New
IPW
135
Impact Partnership Wealth
Georgia
$122K +$119K +3,850 New
SHIM
136
Stone House Investment Management
Pennsylvania
$113K +$110K +3,561 New
FA
137
Fiduciary Alliance
South Carolina
$80.9K +$79K +2,556 New
PIAS
138
PCA Investment Advisory Services
Ohio
$72.8K +$71K +2,300 New
SIS
139
Sound Income Strategies
Florida
$67.4K +$65.7K +2,128 New
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$64.3K +$62.7K +2,030 New
OIA
141
Optimum Investment Advisors
Illinois
$63.3K
OLVIG
142
Oliver Lagore Vanvalin Investment Group
Michigan
$61.3K +$59.8K +1,936 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$50.7K +$30.9K +1,000 +167%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$50K +$49.2K +1,593 New
AF
145
Advisornet Financial
Minnesota
$43.4K +$42.3K +1,370 New
LFG
146
Larson Financial Group
Missouri
$17.8K +$587 +19 +3%
FCAG
147
First Capital Advisors Group
New Jersey
$15.5K +$3.98K +129 +36%
SS
148
Sunbelt Securities
Texas
$14.4K +$14.1K +455 New
CIAS
149
Capital Investment Advisory Services
North Carolina
$14.1K +$13.8K +446 New
SPIA
150
Steward Partners Investment Advisory
New York
$12.5K

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.