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Innovator US Equity Power Buffer ETF June

74 hedge funds and large institutions have $90.2M invested in Innovator US Equity Power Buffer ETF June in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $84.6M → $90.2M (+$5.6M)

4.93% more ownership

Funds ownership: 55.52%60.45% (+4.9%)

0% more funds holding

Funds holding: 7474 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

71% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 24

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$27.3M -$16.8K -528 -0.1%
PCM
2
Penserra Capital Management
California
$6.88M +$1.31M +41,232 +24%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.17M -$466K -14,649 -7%
HighTower Advisors
4
HighTower Advisors
Illinois
$5.14M +$1.48M +46,481 +41%
CA
5
Corrado Advisors
New Jersey
$3.17M -$125K -3,935 -4%
BA
6
Bellwether Advisors
Nebraska
$2.36M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.24M -$376K -11,803 -15%
BWM
8
BCS Wealth Management
Tennessee
$1.75M
WA
9
Wealth Alliance
New York
$1.7M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.65M -$54.5K -1,712 -3%
CA
11
CoreCap Advisors
Michigan
$1.54M +$1.52M +47,869 New
SEP
12
Southland Equity Partners
Missouri
$1.53M +$44.2K +1,390 +3%
AWM
13
AE Wealth Management
Kansas
$1.43M -$45.8K -1,440 -3%
Truist Financial
14
Truist Financial
North Carolina
$1.4M
ICG
15
InterOcean Capital Group
Tennessee
$1.39M -$5.73K -180 -0.4%
SCFS
16
S.C. Financial Services
Arizona
$1.34M +$1.33M +41,810 New
BPA
17
Beacon Pointe Advisors
California
$1.24M -$445K -13,991 -27%
BMM
18
Berkshire Money Management
Massachusetts
$1.04M
LWA
19
Lineweaver Wealth Advisors
Ohio
$978K
CPIG
20
Chicago Partners Investment Group
Illinois
$976K -$49.4K -1,553 -5%
5L
21
55I LLC
Massachusetts
$949K -$2.39K -75 -0.3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$872K -$15.5K -488 -2%
BCM
23
Beck Capital Management
Texas
$819K -$5.34K -168 -0.7%
DFA
24
DHJJ Financial Advisors
Illinois
$753K
TF
25
Trek Financial
Arizona
$733K

PJUN Hedge Fund Activity: Q4 2021 in Review

74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2021, worth a combined $90.2M — up 6.6% from $84.6M a quarter earlier.

Fund positioning in PJUN was balanced in Q4 2021: 9 funds opened new positions, 9 closed out, 7 added to existing stakes and 24 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $1.48M. The largest seller was Advisory Alpha, exiting entirely with an estimated $1.81M sold.

  • 74 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $90.2M of Innovator US Equity Power Buffer ETF June stock for Q4 2021, up 6.6% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2021 and 9 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2021 was HighTower Advisors, an estimated $1.48M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2021 was Advisory Alpha, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2021.