Innovator US Equity Power Buffer ETF June
PJUN
153 hedge funds and large institutions have $461M invested in Innovator US Equity Power Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 61 increasing their positions, 17 reducing their positions, and 9 closing their positions.
467% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 9
259% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 17
84% more capital invested
Capital invested by funds: $251M → $461M (+$211M)
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
38% more funds holding
Funds holding: 111 → 153 (+42)
0.31% more ownership
Funds ownership: 76.46% → 76.77% (+0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$29M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$28M |
| 3 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$14.5M |
| 4 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
+$9.65M |
| 5 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
+$8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.33M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.73M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.03M |
| 4 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
-$581K |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$483K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Wells Fargo
San Francisco,
California
| $11.6K | – | – | – |
|
|
AWM
152
AllSquare Wealth Management
Albany,
New York
| $10.8K | – | – | – |
|
|
WP
153
WealthShield Partners
Cary,
North Carolina
| $10.5K | – | – | – |
|
|
154
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.73M | -88,624 | Closed |
|
|
MHS
155
M Holdings Securities
Portland,
Oregon
| – | -$483K | -15,685 | Closed |
|
156
LPL Financial
San Diego,
California
| – | -$226K | -7,352 | Closed |
|
|
PNC
157
Park National Corp
Newark,
Ohio
| – | -$213K | -6,916 | Closed |
|
|
CSPIA
158
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$200K | -6,500 | Closed |
|
|
WIM
159
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$140K | -4,539 | Closed |
|
|
BAM
160
Belpointe Asset Management
Reno,
Nevada
| – | -$62.4K | -2,026 | Closed |
|
|
AAS
161
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$61.5K | -2,000 | Closed |
|
|
WWM
162
Wolff Wiese Magana
Carslbad,
California
| – | -$4.99K | -162 | Closed |
|
PJUN Hedge Fund Activity: Q2 2023 in Review
153 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2023, worth a combined $461M — up 84% from $251M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new PJUN positions and 9 closed out — a net gain of 42 holders — while 61 added to existing stakes and 17 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $29M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.33M.
- 153 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2023, up from 111 in Q1 2023.
- Funds reported $461M of Innovator US Equity Power Buffer ETF June stock for Q2 2023, up 84% quarter-over-quarter.
- 51 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2023 and 9 closed out, a net change of +42 holders.
- The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2023 was AE Wealth Management, an estimated $29M added.
- The largest Innovator US Equity Power Buffer ETF June seller in Q2 2023 was Commonwealth Equity Services, an estimated $3.33M sold.
Based on aggregated 13F filings for Q2 2023.