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Innovator US Equity Power Buffer ETF June

162 hedge funds and large institutions have $461M invested in Innovator US Equity Power Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 10 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

3% more funds holding

Funds holding: 157162 (+5)

0.1% more ownership

Funds ownership: 78.22%78.32% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $482M → $461M (-$21.1M)

87% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 79

Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
10
Reduced
79
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
126
Trek Financial
Arizona
$275K
MWS
127
Maxwell Wealth Strategies
California
$270K
WIM
128
WealthPlan Investment Management
Nebraska
$252K +$251K +6,718 New
CNWM
129
Clay Northam Wealth Management
California
$251K -$746 -20 -0.3%
LF
130
Lantz Financial
Illinois
$240K
IF
131
Integrity Financial
Wyoming
$240K
SPWM
132
Straight Path Wealth Management
Michigan
$240K
BFC
133
Bedel Financial Consulting
Indiana
$240K -$5.97K -160 -2%
VWA
134
Visionary Wealth Advisors
Illinois
$235K -$13.5K -361 -5%
FCM
135
Firestone Capital Management
Florida
$225K
FFA
136
Farther Finance Advisors
California
$212K +$211K +5,654 New
AWA
137
Arkadios Wealth Advisors
Georgia
$211K -$47.5K -1,274 -18%
MCM
138
Mitchell Capital Management
Kansas
$210K
KFGG
139
Keystone Financial Group (Georgia)
Georgia
$207K +$206K +5,515 New
CFD
140
Creative Financial Designs
Indiana
$198K -$67.2K -1,800 -25%
AF
141
Advisornet Financial
Minnesota
$191K
PS
142
Principal Securities
Iowa
$154K
SPIA
143
Steward Partners Investment Advisory
New York
$148K
CFG
144
Chapman Financial Group
Hawaii
$128K +$127K +3,400 New
WTFG
145
Wood Tarver Financial Group
Idaho
$124K +$124K +3,326 New
FNWA
146
Financial Network Wealth Advisors
Utah
$105K -$48K -1,286 -31%
WWMSC
147
Wagner Wealth Management (South Carolina)
South Carolina
$74.7K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$60K
BWM
149
Bernard Wealth Management
Michigan
$34.2K +$34K +911 New
Wells Fargo
150
Wells Fargo
California
$33K +$32.8K +879 New

PJUN Hedge Fund Activity: Q4 2024 in Review

162 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2024, worth a combined $461M — down 4.4% from $482M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PJUN positions and 11 closed out — a net gain of 7 holders — while 10 added to existing stakes and 79 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.47M. The largest seller was Brookstone Capital Management, cutting an estimated $23.3M.

  • 162 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2024, up from 157 in Q3 2024.
  • Funds reported $461M of Innovator US Equity Power Buffer ETF June stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2024 and 11 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2024 was Penserra Capital Management, an estimated $6.47M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2024 was Brookstone Capital Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.