Innovator US Equity Power Buffer ETF June
PJUN
148 hedge funds and large institutions have $399M invested in Innovator US Equity Power Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 70 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
1% more funds holding
Funds holding: 146 → 148 (+2)
0.82% more ownership
Funds ownership: 75.25% → 76.07% (+0.82%)
4% less capital invested
Capital invested by funds: $415M → $399M (-$15.2M)
73% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 70
Top Buyers
| 1 |
Jane Street
New York
|
+$21.2M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$6.48M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.1M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$843K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CBFP
151
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$627K | -20,015 | Closed |
|
|
CA
152
Calton & Associates
Tampa,
Florida
| – | -$401K | -12,820 | Closed |
|
|
SPC
153
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$391K | -12,486 | Closed |
|
|
IPW
154
Impact Partnership Wealth
Marietta,
Georgia
| – | -$159K | -5,079 | Closed |
|
|
SHIM
155
Stone House Investment Management
Tunkhannock,
Pennsylvania
| – | -$110K | -3,521 | Closed |
|
156
JP Morgan Chase
New York
| – | -$98.4K | -3,143 | Closed |
|
157
Morgan Stanley
New York
| – | -$93.9K | -3,000 | Closed |
|
|
OLVIG
158
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$12.2K | -379 | Closed |
|
|
AWA
159
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$9.74K | -311 | Closed |
|
PJUN Hedge Fund Activity: Q4 2023 in Review
148 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2023, worth a combined $399M — down 3.7% from $415M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PJUN positions and 11 closed out — a net gain of 3 holders — while 19 added to existing stakes and 70 trimmed.
The largest buyer was Jane Street, adding an estimated $21.2M. The largest seller was AE Wealth Management, cutting an estimated $23.2M.
- 148 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2023, up from 146 in Q3 2023.
- Funds reported $399M of Innovator US Equity Power Buffer ETF June stock for Q4 2023, down 3.7% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2023 and 11 closed out, a net change of +3 holders.
- The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2023 was Jane Street, an estimated $21.2M added.
- The largest Innovator US Equity Power Buffer ETF June seller in Q4 2023 was AE Wealth Management, an estimated $23.2M sold.
Based on aggregated 13F filings for Q4 2023.