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Innovator US Equity Power Buffer ETF June
PJUN

157 hedge funds and large institutions have $482M invested in Innovator US Equity Power Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% more ownership

Funds ownership: 78.11% → 78.22% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3% less funds holding

Funds holding: 162 → 157 (-5)

11% less capital invested

Capital invested by funds: $543M → $482M (-$61.5M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

54% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 72

Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
33
Reduced
72
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$2.15M
2
BCM
Brookstone Capital Management
Illinois
+$1.89M
3
Jane Street
Jane Street
New York
+$1.85M
4
BEI
Benjamin Edwards Inc
Missouri
+$1.01M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$46.4M
2
FIA
Foundations Investment Advisors
Arizona
-$4.25M
3
HighTower Advisors
HighTower Advisors
Illinois
-$3.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.3M
5
OWA
Outlook Wealth Advisors
Texas
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
126
Capital Analysts LLC
Pennsylvania
$281K – – –
TF
127
Trek Financial
Arizona
$270K +$3.1K +86 +1%
MWS
128
Maxwell Wealth Strategies
California
$266K – – –
CFD
129
Creative Financial Designs
Indiana
$261K – – –
AWA
130
Arkadios Wealth Advisors
Georgia
$255K -$21.6K -600 -8%
CNWM
131
Clay Northam Wealth Management
California
$247K -$142K -3,950 -37%
VWA
132
Visionary Wealth Advisors
Illinois
$244K -$576 -16 -0.2%
BFC
133
Bedel Financial Consulting
Indiana
$238K – – –
LF
134
Lantz Financial
Illinois
$236K – – –
IF
135
Integrity Financial
Wyoming
$236K – – –
SPWM
136
Straight Path Wealth Management
Michigan
$236K -$15.3K -424 -6%
SEIA
137
Signature Estate & Investment Advisors
California
$235K -$44.4K -1,234 -16%
FCM
138
Firestone Capital Management
Florida
$221K – – –
MCM
139
Mitchell Capital Management
Kansas
$207K -$83.9K -2,330 -29%
AF
140
Advisornet Financial
Minnesota
$187K – – –
PS
141
Principal Securities
Iowa
$152K – – –
FNWA
142
Financial Network Wealth Advisors
Utah
$151K +$92.1K +2,556 +167%
SPIA
143
Steward Partners Investment Advisory
New York
$146K -$98.9K -2,745 -41%
UBS Group
144
UBS Group
Switzerland
$79.4K +$64.2K +1,782 +480%
WWMSC
145
Wagner Wealth Management (South Carolina)
South Carolina
$73.4K – – –
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$59K -$2.09K -58 -4%
Barclays
147
Barclays
United Kingdom
$46.2K +$45.2K +1,254 New
CB
148
CNB Bank
Pennsylvania
$36.2K – – –
CIAS
149
Capital Investment Advisory Services
North Carolina
$17.6K – – –
CHC
150
City Holding Co
West Virginia
$15.9K – – –
3 4 5
6
7

PJUN Hedge Fund Activity: Q3 2024 in Review

157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q3 2024, worth a combined $482M — down 11% from $543M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PJUN and 8 opened new positions — a net loss of 4 holders — while 72 trimmed existing stakes and 33 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.15M. The largest seller was AE Wealth Management, cutting an estimated $46.4M.

  • 157 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q3 2024, down from 162 in Q2 2024.
  • Funds reported $482M of Innovator US Equity Power Buffer ETF June stock for Q3 2024, down 11% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Power Buffer ETF June positions in Q3 2024 and 12 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q3 2024 was Penserra Capital Management, an estimated $2.15M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q3 2024 was AE Wealth Management, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2024.