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Innovator US Equity Power Buffer ETF June

49 hedge funds and large institutions have $33.4M invested in Innovator US Equity Power Buffer ETF June in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

16.61% more ownership

Funds ownership: 33.38%49.99% (+17%)

7% more capital invested

Capital invested by funds: $31.1M → $33.4M (+$2.27M)

11% less funds holding

Funds holding: 5549 (-6)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
49
Holders Change
-6
Holders Change %
-10.91%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$4.77M +$4.39M +144,708 +1,328%
PCM
2
Penserra Capital Management
California
$4.33M +$1.38M +45,600 +48%
HighTower Advisors
3
HighTower Advisors
Illinois
$3.09M +$428K +14,098 +16%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.71M -$967K -31,856 -27%
Citadel Advisors
5
Citadel Advisors
Florida
$2.14M +$1.17M +38,551 +123%
BA
6
Bellwether Advisors
Nebraska
$2.03M +$93.3K +3,074 +5%
WA
7
Wealth Alliance
New York
$1.65M
ICG
8
InterOcean Capital Group
Tennessee
$1.21M -$47K -1,550 -4%
SEP
9
Southland Equity Partners
Missouri
$1.13M -$49.6K -1,635 -4%
CA
10
Corrado Advisors
New Jersey
$1.09M -$17.6K -579 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.01M +$2.52K +83 +0.3%
BMM
12
Berkshire Money Management
Massachusetts
$989K -$534K -17,614 -35%
BCM
13
Beck Capital Management
Texas
$846K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$599K -$64.8K -2,135 -10%
IA
15
IFP Advisors
Florida
$570K
DFA
16
DHJJ Financial Advisors
Illinois
$553K
TWM
17
Tradition Wealth Management
Minnesota
$518K +$315K +10,392 +150%
WP
18
WealthPLAN Partners
Nebraska
$419K -$99.6K -3,282 -19%
HI
19
Harbour Investments
Wisconsin
$418K +$414K +13,640 New
WDL
20
Well Done LLC
Michigan
$362K
Wolverine Trading
21
Wolverine Trading
Illinois
$279K +$276K +9,089 New
TWP
22
TFO Wealth Partners
Ohio
$275K
NF
23
Nikulski Financial
Iowa
$262K
WIA
24
World Investment Advisors
California
$253K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$231K -$989K -32,604 -81%

PJUN Hedge Fund Activity: Q1 2021 in Review

49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q1 2021, worth a combined $33.4M — up 7.3% from $31.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PJUN and 4 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 9 added.

The largest buyer was Soltis Investment Advisors, adding an estimated $4.39M. The largest seller was Susquehanna International Group, cutting an estimated $989K.

  • 49 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q1 2021, down from 55 in Q4 2020.
  • Funds reported $33.4M of Innovator US Equity Power Buffer ETF June stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Power Buffer ETF June positions in Q1 2021 and 9 closed out, a net change of -5 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q1 2021 was Soltis Investment Advisors, an estimated $4.39M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q1 2021 was Susquehanna International Group, an estimated $989K sold.

Based on aggregated 13F filings for Q1 2021.