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Innovator US Equity Power Buffer ETF June

162 hedge funds and large institutions have $461M invested in Innovator US Equity Power Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 10 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

3% more funds holding

Funds holding: 157162 (+5)

0.1% more ownership

Funds ownership: 78.22%78.32% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $482M → $461M (-$21.1M)

87% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 79

Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
10
Reduced
79
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMAM
151
Sugar Maple Asset Management
Wisconsin
$30.5K +$30.3K +812 New
CIAS
152
Capital Investment Advisory Services
North Carolina
$17.9K
CHC
153
City Holding Co
West Virginia
$16.1K
AWM
154
AllSquare Wealth Management
New York
$13.1K
WP
155
WealthShield Partners
North Carolina
$12.4K
ACM
156
Anfield Capital Management
California
$12.3K
BBHC
157
Brown Brothers Harriman & Co
New York
$10.2K
AG
158
AmeriFlex Group
Nevada
$5.06K +$4.96K +133 New
AssetMark Inc
159
AssetMark Inc
California
$1.76K +$1.75K +47 New
NMG
160
New Millennium Group
Utah
$1.16K +$1.16K +31 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$1.09K +$1.08K +29 New
TFGT
162
TS Financial Group (TSFG)
Illinois
$1K
SWP
163
Summit Wealth Partners
Florida
-$1.56M -42,262 Closed
SAG
164
SageView Advisory Group
California
-$991K -26,884 Closed
OMC
165
Old Mission Capital
Illinois
-$665K -18,039 Closed
WP
166
WealthPLAN Partners
Nebraska
-$419K -11,356 Closed
Betterment LLC
167
Betterment LLC
New York
-$340K -9,211 Closed
SPC
168
Sigma Planning Corp
Michigan
-$284K -7,709 Closed
SEIA
169
Signature Estate & Investment Advisors
California
-$235K -6,360 Closed
UBS Group
170
UBS Group
Switzerland
-$79.4K -2,153 Closed
Barclays
171
Barclays
United Kingdom
-$46.2K -1,254 Closed
CB
172
CNB Bank
Pennsylvania
-$36.2K -982 Closed
MIM
173
Macroview Investment Management
Maryland
-$2.03K -55 Closed

PJUN Hedge Fund Activity: Q4 2024 in Review

162 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2024, worth a combined $461M — down 4.4% from $482M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PJUN positions and 11 closed out — a net gain of 7 holders — while 10 added to existing stakes and 79 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.47M. The largest seller was Brookstone Capital Management, cutting an estimated $23.3M.

  • 162 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2024, up from 157 in Q3 2024.
  • Funds reported $461M of Innovator US Equity Power Buffer ETF June stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2024 and 11 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2024 was Penserra Capital Management, an estimated $6.47M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2024 was Brookstone Capital Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.