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Innovator US Equity Power Buffer ETF June
PJUN

168 hedge funds and large institutions have $587M invested in Innovator US Equity Power Buffer ETF June in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 16 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

7% more funds holding

Funds holding: 157 → 168 (+11)

1.34% more ownership

Funds ownership: 81.44% → 82.77% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less capital invested

Capital invested by funds: $627M → $587M (-$40.6M)

79% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 75

Holders
168
Holders Change
+11
Holders Change %
+7.01%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
16
Reduced
75
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$16.3M
2
CIA
Cape Investment Advisory
Georgia
+$1.72M
3
BWM
BCS Wealth Management
Tennessee
+$1.21M
4
BW
BIP Wealth
Georgia
+$1.05M
5
LPL Financial
LPL Financial
California
+$916K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$30.6M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$16.9M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$12.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$2.94M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
151
Advisornet Financial
Minnesota
$77.4K – – –
RRA
152
Red Reef Advisors
Florida
$74.6K +$73.7K +1,781 New
GWSA
153
Global Wealth Strategies & Associates
Colorado
$72.1K -$3.93K -95 -5%
SPIA
154
Steward Partners Investment Advisory
New York
$71.5K -$16.3K -394 -19%
LAS
155
Lloyd Advisory Services
Georgia
$44.4K +$43.9K +1,060 New
BWM
156
Bernard Wealth Management
Michigan
$38.2K – – –
OC
157
Optima Capital
Oregon
$29.8K +$29.5K +712 New
CIAS
158
Capital Investment Advisory Services
North Carolina
$24K – – –
GWM
159
Geneos Wealth Management
Colorado
$23K +$22.8K +550 New
WP
160
WealthShield Partners
North Carolina
$21.4K -$13.7K -330 -39%
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
$21K +$20.7K +500 New
FNWA
162
Financial Network Wealth Advisors
Utah
$20.7K – – –
UBS Group
163
UBS Group
Switzerland
$18.2K +$18K +435 New
CHC
164
City Holding Co
West Virginia
$18K – – –
ACM
165
Anfield Capital Management
California
$13.7K – – –
SAG
166
SageView Advisory Group
California
$12.6K +$12.4K +300 New
BBHC
167
Brown Brothers Harriman & Co
New York
$11.4K – – –
JWM
168
Jessup Wealth Management
Ohio
$2.51K +$2.48K +60 New
Kovitz Investment Group Partners
169
Kovitz Investment Group Partners
Illinois
– -$16.9M -410,285 Closed
FHC
170
First Heartland Consultants
Missouri
– -$2.01M -48,909 Closed
AI
171
Atria Investments
North Carolina
– -$1.75M -42,428 Closed
Morgan Stanley
172
Morgan Stanley
New York
– -$1.31M -31,900 Closed
AWA
173
Arkadios Wealth Advisors
Georgia
– -$973K -23,637 Closed
SB
174
Strategic Blueprint
Georgia
– -$939K -22,820 Closed
JFG
175
JDM Financial Group
Texas
– -$883K -21,447 Closed
4 5 6
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PJUN Hedge Fund Activity: Q4 2025 in Review

168 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2025, worth a combined $587M — down 6.5% from $627M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PJUN positions and 12 closed out — a net gain of 12 holders — while 16 added to existing stakes and 75 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $16.3M. The largest seller was Brookstone Capital Management, cutting an estimated $30.6M.

  • 168 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2025, up from 157 in Q3 2025.
  • Funds reported $587M of Innovator US Equity Power Buffer ETF June stock for Q4 2025, down 6.5% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2025 and 12 closed out, a net change of +12 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2025 was Focus Partners Wealth, an estimated $16.3M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2025 was Brookstone Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q4 2025.