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Innovator US Equity Power Buffer ETF June

157 hedge funds and large institutions have $482M invested in Innovator US Equity Power Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% more ownership

Funds ownership: 78.11%78.22% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less funds holding

Funds holding: 162157 (-5)

11% less capital invested

Capital invested by funds: $543M → $482M (-$61.5M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

54% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 72

Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
33
Reduced
72
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
AllSquare Wealth Management
New York
$12.9K
Kovitz Investment Group Partners
152
Kovitz Investment Group Partners
Illinois
$12.2K -$813K -22,557 -6%
WP
153
WealthShield Partners
North Carolina
$12.2K
ACM
154
Anfield Capital Management
California
$12.1K
BBHC
155
Brown Brothers Harriman & Co
New York
$10K
MIM
156
Macroview Investment Management
Maryland
$2.03K
TFGT
157
TS Financial Group (TSFG)
Illinois
$1K
CCG
158
Catalina Capital Group
California
-$1.56M -43,755 Closed
FI
159
FWG Investments
Kentucky
-$940K -26,402 Closed
AWM
160
Axxcess Wealth Management
California
-$829K -23,264 Closed
CAG
161
Csenge Advisory Group
Florida
-$501K -14,070 Closed
PWA
162
Pillar Wealth Advisors
Pennsylvania
-$386K -10,850 Closed
LAS
163
Lloyd Advisory Services
Georgia
-$363K -10,184 Closed
TWP
164
TFO Wealth Partners
Ohio
-$320K -8,977 Closed
MHS
165
M Holdings Securities
Oregon
-$315K -8,838 Closed
JP Morgan Chase
166
JP Morgan Chase
New York
-$231K -6,499 Closed
Royal Bank of Canada
167
Royal Bank of Canada
Ontario, Canada
-$142K -3,981 Closed
OIA
168
Optimum Investment Advisors
Illinois
-$35.6K -1,000 Closed
LFG
169
Larson Financial Group
Missouri
-$5.95K -167 Closed

PJUN Hedge Fund Activity: Q3 2024 in Review

157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q3 2024, worth a combined $482M — down 11% from $543M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PJUN and 8 opened new positions — a net loss of 4 holders — while 72 trimmed existing stakes and 33 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.15M. The largest seller was AE Wealth Management, cutting an estimated $46.4M.

  • 157 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q3 2024, down from 162 in Q2 2024.
  • Funds reported $482M of Innovator US Equity Power Buffer ETF June stock for Q3 2024, down 11% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Power Buffer ETF June positions in Q3 2024 and 12 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q3 2024 was Penserra Capital Management, an estimated $2.15M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q3 2024 was AE Wealth Management, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2024.