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Innovator US Equity Power Buffer ETF June
PJUN

168 hedge funds and large institutions have $587M invested in Innovator US Equity Power Buffer ETF June in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 16 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

7% more funds holding

Funds holding: 157 → 168 (+11)

1.34% more ownership

Funds ownership: 81.44% → 82.77% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less capital invested

Capital invested by funds: $627M → $587M (-$40.6M)

79% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 75

Holders
168
Holders Change
+11
Holders Change %
+7.01%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
16
Reduced
75
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$16.3M
2
CIA
Cape Investment Advisory
Georgia
+$1.72M
3
BWM
BCS Wealth Management
Tennessee
+$1.21M
4
BW
BIP Wealth
Georgia
+$1.05M
5
LPL Financial
LPL Financial
California
+$916K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$30.6M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$16.9M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$12.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$2.94M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
126
Brown Wealth Management
Illinois
$308K -$1.04M -25,167 -77%
TF
127
Trek Financial
Arizona
$307K – – –
EWM
128
Elmwood Wealth Management
California
$291K – – –
CNWM
129
Clay Northam Wealth Management
California
$291K -$828 -20 -0.3%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$270K -$11.3K -273 -4%
MCM
131
Mitchell Capital Management
Kansas
$267K – – –
SF
132
Summit Financial
New Jersey
$263K – – –
FCM
133
Firestone Capital Management
Florida
$251K – – –
VWA
134
Visionary Wealth Advisors
Illinois
$250K -$6.42K -155 -3%
GGS
135
Galvin Gaustad & Stein
Arizona
$247K +$244K +5,894 New
SPC
136
Sigma Planning Corp
Michigan
$238K – – –
FWIA
137
Fort Washington Investment Advisors
Ohio
$237K -$53K -1,280 -18%
FA
138
Fiduciary Alliance
South Carolina
$229K -$6.21K -150 -3%
SPWM
139
Straight Path Wealth Management
Michigan
$224K – – –
IF
140
Integrity Financial
Wyoming
$221K – – –
WIM
141
WealthPlan Investment Management
Nebraska
$220K -$8.07K -195 -4%
MCC
142
Money Concepts Capital
Florida
$214K +$211K +5,098 New
PS
143
Principal Securities
Iowa
$211K – – –
FFA
144
Farther Finance Advisors
California
$206K -$4.14K -100 -2%
CFD
145
Creative Financial Designs
Indiana
$201K – – –
Barclays
146
Barclays
United Kingdom
$141K -$63.3K -1,529 -31%
CFG
147
Chapman Financial Group
Hawaii
$130K – – –
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$105K -$1.99K -48 -2%
WWMSC
149
Wagner Wealth Management (South Carolina)
South Carolina
$83.3K – – –
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$78.9K – – –
4 5
6
7 8

PJUN Hedge Fund Activity: Q4 2025 in Review

168 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2025, worth a combined $587M — down 6.5% from $627M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PJUN positions and 12 closed out — a net gain of 12 holders — while 16 added to existing stakes and 75 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $16.3M. The largest seller was Brookstone Capital Management, cutting an estimated $30.6M.

  • 168 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2025, up from 157 in Q3 2025.
  • Funds reported $587M of Innovator US Equity Power Buffer ETF June stock for Q4 2025, down 6.5% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2025 and 12 closed out, a net change of +12 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2025 was Focus Partners Wealth, an estimated $16.3M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2025 was Brookstone Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q4 2025.