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Innovator US Equity Power Buffer ETF June
PJUN

Overview Fund Activity

160 hedge funds and large institutions have $537M invested in Innovator US Equity Power Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
81
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$48.6M
2
BCM
2
Brookstone Capital Management
Illinois
$34.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$19.4M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$12.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$19.7M

Top Sellers

1
VFPI
1
Vantage Financial Partners (Illinois)
Illinois
$0
2
AGA
2
Accuvest Global Advisors
Utah
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
ACM
4
Andina Capital Management
Utah
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
126
Retirement Planning Group (Kansas)
Kansas
$284K – – –
RIS
127
Retirement Income Solutions
Michigan
$283K – – –
MCM
128
Mitchell Capital Management
Kansas
$282K +$282K +7,930 New
SEIA
129
Signature Estate & Investment Advisors
California
$270K +$270K +7,594 New
CAL
130
Capital Analysts LLC
Pennsylvania
$270K +$11.3K +317 +4%
AWA
131
Arkadios Wealth Advisors
Georgia
$267K +$267K +7,508 New
TF
132
Trek Financial
Arizona
$258K -$30.6K -858 -11%
MWS
133
Maxwell Wealth Strategies
California
$256K +$256K +7,192 New
CFD
134
Creative Financial Designs
Indiana
$252K +$53.4K +1,500 +27%
SPWM
135
Straight Path Wealth Management
Michigan
$243K +$243K +6,821 New
SPIA
136
Steward Partners Investment Advisory
New York
$238K +$224K +6,300 +1,599%
VWA
137
Visionary Wealth Advisors
Illinois
$236K -$61.8K -1,736 -21%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$231K +$176K +4,928 +314%
BFC
139
Bedel Financial Consulting
Indiana
$230K +$230K +6,454 New
LF
140
Lantz Financial
Illinois
$228K +$228K +6,409 New
IF
141
Integrity Financial
Wyoming
$228K – – –
FCM
142
Firestone Capital Management
Florida
$214K – – –
AF
143
Advisornet Financial
Minnesota
$181K +$132K +3,714 +271%
PS
144
Principal Securities
Iowa
$147K +$112K +3,140 +322%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$142K -$106K -2,963 -43%
WWM
146
Wagner Wealth Management
South Carolina
$70.9K – – –
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$59K +$2.07K +58 +4%
FNWA
148
Financial Network Wealth Advisors
Utah
$54.6K +$54.6K +1,532 New
OIA
149
Optimum Investment Advisors
Illinois
$35.6K – – –
CB
150
CNB Bank
Pennsylvania
$35K – – –
3 4 5
6
7