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Innovator US Equity Power Buffer ETF June

16 hedge funds and large institutions have $60.2M invested in Innovator US Equity Power Buffer ETF June in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

822% more capital invested

Capital invested by funds: $6.52M → $60.2M (+$53.6M)

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

59.86% more ownership

Funds ownership: 31.93%91.79% (+60%)

14% more funds holding

Funds holding: 1416 (+2)

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
3
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$51.4M +$54.8M +2,063,307 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.58M +$2.55M +96,086 +1,277%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.3M +$2.45M +92,195 New
FI
4
FormulaFolio Investments
Michigan
$1.18M +$165K +6,201 +15%
Jane Street
5
Jane Street
New York
$685K +$730K +27,492 New
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$442K +$471K +17,725 New
CAN
7
Cetera Advisor Networks
California
$310K -$72.2K -2,719 -18%
DFG
8
DWM Financial Group
Illinois
$309K +$329K +12,397 New
MWM
9
Maltin Wealth Management
New Jersey
$299K +$319K +12,000 New
NF
10
Nikulski Financial
Iowa
$213K
AAP
11
Arax Advisory Partners
Colorado
$203K
GWM
12
Geneos Wealth Management
Colorado
$119K
WCG
13
Weaver Consulting Group
California
$49K
BFC
14
Bedel Financial Consulting
Indiana
$33K +$31.2K +1,177 +759%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$15K
WCAMG
16
Woodard & Company Asset Management Group
North Carolina
$2K +$2.65K +100 New
Citadel Advisors
17
Citadel Advisors
Florida
-$852K -31,274 Closed
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
-$736K -27,029 Closed
UBS Group
19
UBS Group
Switzerland
-$52K -1,900 Closed
ASN
20
Advisory Services Network
Georgia
-$3K -100 Closed

PJUN Hedge Fund Activity: Q1 2020 in Review

16 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q1 2020, worth a combined $60.2M — up 822% from $6.52M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PJUN positions and 4 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Berkshire Money Management, opening a new position worth an estimated $54.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $852K sold.

  • 16 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q1 2020, up from 14 in Q4 2019.
  • Funds reported $60.2M of Innovator US Equity Power Buffer ETF June stock for Q1 2020, up 822% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Power Buffer ETF June positions in Q1 2020 and 4 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q1 2020 was Berkshire Money Management, an estimated $54.8M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q1 2020 was Citadel Advisors, an estimated $852K sold.

Based on aggregated 13F filings for Q1 2020.