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Innovator US Equity Power Buffer ETF June
PJUN

118 hedge funds and large institutions have $264M invested in Innovator US Equity Power Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

8% more funds holding

Funds holding: 109 → 118 (+9)

2% more capital invested

Capital invested by funds: $258M → $264M (+$6.42M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.72% less ownership

Funds ownership: 75.87% → 74.15% (-1.7%)

60% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 48

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
19
Reduced
48
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
Personal CFO Solutions
New Jersey
+$14.1M
2
PCM
Penserra Capital Management
California
+$2.53M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.08M
4
ST
Sageworth Trust
Pennsylvania
+$817K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$568K

Top Sellers

1
ML
McAdam LLC
Pennsylvania
-$6.73M
2
AIA
Acute Investment Advisory
Arizona
-$4.63M
3
OMC
Old Mission Capital
Illinois
-$4.53M
4
BCM
Brookstone Capital Management
Illinois
-$2.69M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$55.7M -$591K -19,935 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.8M -$2.67M -90,098 -8%
BCM
3
Brookstone Capital Management
Illinois
$29.1M -$2.69M -90,636 -9%
PCS
4
Personal CFO Solutions
New Jersey
$14.3M +$14.1M +474,134 +6,554%
PCM
5
Penserra Capital Management
California
$14.2M +$2.53M +85,495 +22%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.1M +$1.08M +36,330 +12%
OWA
7
Outlook Wealth Advisors
Texas
$9.81M +$22.4K +756 +0.2%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.54M -$268K -9,043 -4%
HCM
9
Hudson Capital Management
New Jersey
$5.84M +$166K +5,609 +3%
ICG
10
InterOcean Capital Group
Tennessee
$4.21M -$430K -14,515 -9%
Truist Financial
11
Truist Financial
North Carolina
$3.76M -$105K -3,549 -3%
BA
12
Bellwether Advisors
Nebraska
$3.19M -$74.5K -2,514 -2%
LNC
13
Lincoln National Corp
Pennsylvania
$3.19M +$31.2K +1,052 +1%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$2.97M -$158K -5,334 -5%
MFG
15
MTM Financial Group
Pennsylvania
$2.96M -$24.8K -837 -0.8%
SWP
16
Summit Wealth Partners
Florida
$2.79M -$17.7K -596 -0.6%
AWM
17
AE Wealth Management
Kansas
$2.75M -$217K -7,321 -7%
IFG
18
Independent Financial Group
California
$2.39M – – –
BPA
19
Beacon Pointe Advisors
California
$2.33M -$209K -7,045 -8%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.26M +$568K +19,161 +34%
IA
21
IFP Advisors
Florida
$2.14M -$27.3K -922 -1%
MCM
22
MAI Capital Management
Ohio
$2.14M +$95.6K +3,226 +5%
SEP
23
Southland Equity Partners
Missouri
$2.11M -$23.3K -785 -1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.02M -$22.1K -746 -1%
CA
25
CoreCap Advisors
Michigan
$1.94M +$1.3K +44 +0.1%
1
2 3 4 5

PJUN Hedge Fund Activity: Q4 2022 in Review

118 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q4 2022, worth a combined $264M — up 2.5% from $258M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PJUN positions and 7 closed out — a net gain of 11 holders — while 19 added to existing stakes and 48 trimmed.

The largest buyer was Personal CFO Solutions, adding an estimated $14.1M. The largest seller was McAdam LLC, exiting entirely with an estimated $6.73M sold.

  • 118 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $264M of Innovator US Equity Power Buffer ETF June stock for Q4 2022, up 2.5% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Power Buffer ETF June positions in Q4 2022 and 7 closed out, a net change of +11 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q4 2022 was Personal CFO Solutions, an estimated $14.1M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q4 2022 was McAdam LLC, an estimated $6.73M sold.

Based on aggregated 13F filings for Q4 2022.