Innovator US Equity Power Buffer ETF June
PJUN
146 hedge funds and large institutions have $415M invested in Innovator US Equity Power Buffer ETF June in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 74 reducing their positions, and 12 closing their positions.
1.52% less ownership
Funds ownership: 76.77% → 75.25% (-1.5%)
5% less funds holding
Funds holding: 153 → 146 (-7)
10% less capital invested
Capital invested by funds: $461M → $415M (-$46.6M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
78% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.04M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.32M |
| 3 |
Jane Street
New York
|
+$1.95M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$1.25M |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$846K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$16.3M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$7.73M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$6.36M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$4.16M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Citadel Advisors
Miami,
Florida
| – | -$296K | -9,342 | Closed |
|
152
Rockefeller Capital Management
New York
| – | -$292K | -9,223 | Closed |
|
|
USCWA
153
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$224K | -7,058 | Closed |
|
|
FA
154
Fiduciary Alliance
Greenville,
South Carolina
| – | -$80.9K | -2,556 | Closed |
|
|
PIAS
155
PCA Investment Advisory Services
Cincinnati,
Ohio
| – | -$72.8K | -2,300 | Closed |
|
156
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$64.3K | -2,030 | Closed |
|
|
SS
157
Sunbelt Securities
Houston,
Texas
| – | -$14.4K | -455 | Closed |
|
158
Wells Fargo
San Francisco,
California
| – | -$11.6K | -365 | Closed |
|
PJUN Hedge Fund Activity: Q3 2023 in Review
146 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q3 2023, worth a combined $415M — down 10% from $461M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PJUN and 8 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 16 added.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $3.04M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $16.3M sold.
- 146 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q3 2023, down from 153 in Q2 2023.
- Funds reported $415M of Innovator US Equity Power Buffer ETF June stock for Q3 2023, down 10% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Power Buffer ETF June positions in Q3 2023 and 12 closed out, a net change of -4 holders.
- The largest Innovator US Equity Power Buffer ETF June buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $3.04M added.
- The largest Innovator US Equity Power Buffer ETF June seller in Q3 2023 was Personal CFO Solutions, an estimated $16.3M sold.
Based on aggregated 13F filings for Q3 2023.