PJUN icon

Innovator US Equity Power Buffer ETF June
PJUN

Overview Fund Activity

145 hedge funds and large institutions have $361M invested in Innovator US Equity Power Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
11
Increased
18
Reduced
77
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGA
1
Accuvest Global Advisors
Utah
$7.13M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.36M
3
PCM
3
Penserra Capital Management
California
$33.7M
4
OMC
4
Old Mission Capital
Illinois
$2.49M
5
LPL Financial
5
LPL Financial
California
$2.51M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.69M
2
OWA
2
Outlook Wealth Advisors
Texas
$1.38M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$85.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.91M
5
BCM
5
Brookstone Capital Management
Illinois
$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
126
Creative Financial Designs
Indiana
$193K – – –
WWM
127
Wagner Wealth Management
South Carolina
$68.7K – – –
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
CHC
129
City Holding Co
West Virginia
$51.8K – – –
AF
130
Advisornet Financial
Minnesota
$47.3K – – –
OIA
131
Optimum Investment Advisors
Illinois
$34.5K -$34.5K -1,000 -50%
CB
132
CNB Bank
Pennsylvania
$33.9K +$33.9K +982 New
PS
133
Principal Securities
Iowa
$33.7K – – –
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$20.7K – – –
UBS Group
135
UBS Group
Switzerland
$19.9K -$109K -3,169 -85%
CIAS
136
Capital Investment Advisory Services
North Carolina
$15.4K – – –
SPIA
137
Steward Partners Investment Advisory
New York
$13.6K – – –
AWM
138
AllSquare Wealth Management
New York
$12.1K – – –
WP
139
WealthShield Partners
North Carolina
$11.4K – – –
ACM
140
Anfield Capital Management
California
$11.3K +$11.3K +327 New
BBHC
141
Brown Brothers Harriman & Co
New York
$9.39K +$9.39K +272 New
LFG
142
Larson Financial Group
Missouri
$5.77K -$13.7K -396 -70%
MIM
143
Macroview Investment Management
Maryland
$1.9K +$1.9K +55 New
TFGT
144
TS Financial Group (TSFG)
Illinois
$1K – – –
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$54 +$54 +1,571 New
CAC
146
Certified Advisory Corp
Florida
– -$1.63M -48,823 Closed
Mariner
147
Mariner
Kansas
– -$838K -25,103 Closed
SAG
148
SageView Advisory Group
California
– -$817K -24,133 Closed
FCFC
149
First Commonwealth Financial Corp
Pennsylvania
– -$558K -16,716 Closed
MW
150
Marcum Wealth
Ohio
– -$527K -15,789 Closed
3 4 5
6
7