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Innovator US Equity Power Buffer ETF June

162 hedge funds and large institutions have $543M invested in Innovator US Equity Power Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 26

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

48% more capital invested

Capital invested by funds: $368M → $543M (+$176M)

10% more funds holding

Funds holding: 147162 (+15)

1.42% less ownership

Funds ownership: 79.53%78.11% (-1.4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
29
Increased
83
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
126
Elmwood Wealth Management
California
$296K -$110K -3,150 -28%
BFA
127
Beacon Financial Advisory
Ohio
$287K +$281K +8,050 New
RPGK
128
Retirement Planning Group (Kansas)
Kansas
$284K
RIS
129
Retirement Income Solutions
Michigan
$283K
MCM
130
Mitchell Capital Management
Kansas
$282K +$277K +7,930 New
SEIA
131
Signature Estate & Investment Advisors
California
$270K +$265K +7,594 New
CAL
132
Capital Analysts LLC
Pennsylvania
$270K +$11.1K +317 +4%
AWA
133
Arkadios Wealth Advisors
Georgia
$267K +$262K +7,508 New
TF
134
Trek Financial
Arizona
$258K -$29.9K -858 -11%
MWS
135
Maxwell Wealth Strategies
California
$256K +$251K +7,192 New
CFD
136
Creative Financial Designs
Indiana
$252K +$52.3K +1,500 +27%
SPWM
137
Straight Path Wealth Management
Michigan
$243K +$238K +6,821 New
SPIA
138
Steward Partners Investment Advisory
New York
$238K +$220K +6,300 +1,599%
VWA
139
Visionary Wealth Advisors
Illinois
$236K -$60.6K -1,736 -21%
JP Morgan Chase
140
JP Morgan Chase
New York
$231K +$172K +4,928 +314%
BFC
141
Bedel Financial Consulting
Indiana
$230K +$225K +6,454 New
LF
142
Lantz Financial
Illinois
$228K +$224K +6,409 New
IF
143
Integrity Financial
Wyoming
$228K
FCM
144
Firestone Capital Management
Florida
$214K
AF
145
Advisornet Financial
Minnesota
$181K +$130K +3,714 +271%
PS
146
Principal Securities
Iowa
$147K +$110K +3,140 +322%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$142K -$103K -2,963 -43%
WWMSC
148
Wagner Wealth Management (South Carolina)
South Carolina
$70.9K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$59K +$2.02K +58 +4%
FNWA
150
Financial Network Wealth Advisors
Utah
$54.6K +$53.5K +1,532 New

PJUN Hedge Fund Activity: Q2 2024 in Review

162 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2024, worth a combined $543M — up 48% from $368M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PJUN positions and 10 closed out — a net gain of 19 holders — while 83 added to existing stakes and 26 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $46.3M. The largest seller was Vantage Financial Partners (Illinois), exiting entirely with an estimated $12.5M sold.

  • 162 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2024, up from 147 in Q1 2024.
  • Funds reported $543M of Innovator US Equity Power Buffer ETF June stock for Q2 2024, up 48% quarter-over-quarter.
  • 29 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2024 and 10 closed out, a net change of +19 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2024 was AE Wealth Management, an estimated $46.3M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q2 2024 was Vantage Financial Partners (Illinois), an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2024.