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Innovator US Equity Power Buffer ETF June

75 hedge funds and large institutions have $90.2M invested in Innovator US Equity Power Buffer ETF June in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

2.8% more ownership

Funds ownership: 60.45%63.25% (+2.8%)

1% more funds holding

Funds holding: 7475 (+1)

0% more capital invested

Capital invested by funds: $90.2M → $90.2M (+$44.5K)

77% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 30

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.4M -$1.82M -57,166 -7%
PCM
2
Penserra Capital Management
California
$8.22M +$1.33M +41,787 +20%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.3M -$5.15K -162 -0.1%
HighTower Advisors
4
HighTower Advisors
Illinois
$3.36M -$1.75M -55,106 -35%
BA
5
Bellwether Advisors
Nebraska
$3.13M +$763K +23,994 +33%
CA
6
Corrado Advisors
New Jersey
$2.94M -$218K -6,845 -7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.15M -$82K -2,580 -4%
Truist Financial
8
Truist Financial
North Carolina
$1.95M +$544K +17,115 +39%
MFG
9
MTM Financial Group
Pennsylvania
$1.78M +$1.76M +55,439 New
BWM
10
BCS Wealth Management
Tennessee
$1.75M
WA
11
Wealth Alliance
New York
$1.7M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.65M +$1.63M +51,332 New
IA
13
IFP Advisors
Florida
$1.63M +$1.64M +51,519 +409%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.61M -$38.4K -1,207 -2%
BPA
15
Beacon Pointe Advisors
California
$1.56M +$320K +10,062 +26%
CA
16
CoreCap Advisors
Michigan
$1.54M
SEP
17
Southland Equity Partners
Missouri
$1.36M -$163K -5,114 -11%
AWM
18
AE Wealth Management
Kansas
$1.27M -$155K -4,871 -11%
ICG
19
InterOcean Capital Group
Tennessee
$1.23M -$154K -4,840 -11%
BMM
20
Berkshire Money Management
Massachusetts
$1.04M
CPIG
21
Chicago Partners Investment Group
Illinois
$926K -$12.7K -400 -1%
OMC
22
Old Mission Capital
Illinois
$879K +$868K +27,316 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$847K -$23.5K -739 -3%
BCM
24
Beck Capital Management
Texas
$807K -$11.3K -354 -1%
5L
25
55I LLC
Massachusetts
$802K -$145K -4,548 -15%

PJUN Hedge Fund Activity: Q1 2022 in Review

75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q1 2022, worth a combined $90.2M — up 0.05% from $90.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PJUN positions and 6 closed out — a net gain of 4 holders — while 7 added to existing stakes and 30 trimmed.

The largest buyer was IFP Advisors, adding an estimated $1.64M. The largest seller was AllianceBernstein, cutting an estimated $1.82M.

  • 75 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q1 2022, up from 74 in Q4 2021.
  • Funds reported $90.2M of Innovator US Equity Power Buffer ETF June stock for Q1 2022, up 0.05% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Power Buffer ETF June positions in Q1 2022 and 6 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q1 2022 was IFP Advisors, an estimated $1.64M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q1 2022 was AllianceBernstein, an estimated $1.82M sold.

Based on aggregated 13F filings for Q1 2022.