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Innovator US Equity Power Buffer ETF June
PJUN

147 hedge funds and large institutions have $368M invested in Innovator US Equity Power Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.46% more ownership

Funds ownership: 76.07% → 79.53% (+3.5%)

1% less funds holding

Funds holding: 148 → 147 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

8% less capital invested

Capital invested by funds: $399M → $368M (-$31.7M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

75% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 77

Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
11
Increased
19
Reduced
77
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGA
Accuvest Global Advisors
Utah
+$7.02M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.03M
3
PCM
Penserra Capital Management
California
+$2.54M
4
OMC
Old Mission Capital
Illinois
+$1.49M
5
LPL Financial
LPL Financial
California
+$881K

Top Sellers

1
Jane Street
Jane Street
New York
-$22.8M
2
OWA
Outlook Wealth Advisors
Texas
-$10.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$3.99M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.1M
5
BCM
Brookstone Capital Management
Illinois
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
126
Frisch Financial Group
New York
$216K – – –
FCM
127
Firestone Capital Management
Florida
$207K -$163K -4,784 -44%
CFD
128
Creative Financial Designs
Indiana
$193K – – –
WWMSC
129
Wagner Wealth Management (South Carolina)
South Carolina
$68.7K – – –
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
CHC
131
City Holding Co
West Virginia
$51.8K – – –
AF
132
Advisornet Financial
Minnesota
$47.3K – – –
OIA
133
Optimum Investment Advisors
Illinois
$34.5K -$34K -1,000 -50%
CB
134
CNB Bank
Pennsylvania
$33.9K +$33.4K +982 New
PS
135
Principal Securities
Iowa
$33.7K – – –
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$20.7K – – –
UBS Group
137
UBS Group
Switzerland
$19.9K -$108K -3,169 -85%
CIAS
138
Capital Investment Advisory Services
North Carolina
$15.4K – – –
SPIA
139
Steward Partners Investment Advisory
New York
$13.6K – – –
AWM
140
AllSquare Wealth Management
New York
$12.1K – – –
WP
141
WealthShield Partners
North Carolina
$11.4K – – –
ACM
142
Anfield Capital Management
California
$11.3K +$11.1K +327 New
BBHC
143
Brown Brothers Harriman & Co
New York
$9.39K +$9.25K +272 New
LFG
144
Larson Financial Group
Missouri
$5.76K -$13.5K -396 -70%
MIM
145
Macroview Investment Management
Maryland
$1.9K +$1.87K +55 New
TFGT
146
TS Financial Group (TSFG)
Illinois
$1K – – –
JP Morgan Chase
147
JP Morgan Chase
New York
$54 +$53.4K +1,571 New
CAC
148
Certified Advisory Corp
Florida
– -$1.63M -48,823 Closed
Mariner
149
Mariner
Kansas
– -$838K -25,103 Closed
SAG
150
SageView Advisory Group
California
– -$817K -24,133 Closed
3 4 5
6
7

PJUN Hedge Fund Activity: Q1 2024 in Review

147 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q1 2024, worth a combined $368M — down 7.9% from $399M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PJUN and 11 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 19 added.

The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $7.02M. The largest seller was Jane Street, cutting an estimated $22.8M.

  • 147 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q1 2024, down from 148 in Q4 2023.
  • Funds reported $368M of Innovator US Equity Power Buffer ETF June stock for Q1 2024, down 7.9% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF June positions in Q1 2024 and 12 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q1 2024 was Accuvest Global Advisors, an estimated $7.02M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q1 2024 was Jane Street, an estimated $22.8M sold.

Based on aggregated 13F filings for Q1 2024.