Innovator US Equity Power Buffer ETF June
PJUN
40 hedge funds and large institutions have $60.9M invested in Innovator US Equity Power Buffer ETF June in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 6 closing their positions.
400% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 6
150% more funds holding
Funds holding: 16 → 40 (+24)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1% more capital invested
Capital invested by funds: $60.2M → $60.9M (+$716K)
24.3% less ownership
Funds ownership: 91.79% → 67.49% (-24%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$17.3M |
| 2 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$15.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.44M |
| 4 |
PI
Parkside Investments
Deerfield,
Illinois
|
+$1.71M |
| 5 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$53.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.49M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$1.18M |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$442K |
| 5 |
Jane Street
New York
|
-$392K |
PJUN Hedge Fund Activity: Q2 2020 in Review
40 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2020, worth a combined $60.9M — up 1.2% from $60.2M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new PJUN positions and 6 closed out — a net gain of 24 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $17.3M. The largest seller was Berkshire Money Management, cutting an estimated $53.3M.
- 40 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2020, up from 16 in Q1 2020.
- Funds reported $60.9M of Innovator US Equity Power Buffer ETF June stock for Q2 2020, up 1.2% quarter-over-quarter.
- 30 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2020 and 6 closed out, a net change of +24 holders.
- The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2020 was WealthPLAN Partners, an estimated $17.3M added.
- The largest Innovator US Equity Power Buffer ETF June seller in Q2 2020 was Berkshire Money Management, an estimated $53.3M sold.
Based on aggregated 13F filings for Q2 2020.