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Innovator US Equity Power Buffer ETF June

153 hedge funds and large institutions have $461M invested in Innovator US Equity Power Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 61 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 9

259% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 17

84% more capital invested

Capital invested by funds: $251M → $461M (+$211M)

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

38% more funds holding

Funds holding: 111153 (+42)

0.31% more ownership

Funds ownership: 76.46%76.77% (+0.31%)

Holders
153
Holders Change
+42
Holders Change %
+37.84%
% of All Funds
2.4%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
51
Increased
61
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$88M +$28M +907,370 +48%
AWM
2
AE Wealth Management
Kansas
$33.6M +$29M +938,933 +779%
BCM
3
Brookstone Capital Management
Illinois
$26.9M -$1.03M -33,364 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$26.2M -$3.33M -107,884 -12%
PCM
5
Penserra Capital Management
California
$19.9M +$2.45M +79,441 +14%
PCS
6
Personal CFO Solutions
New Jersey
$16.3M +$1.15M +37,210 +8%
GSIS
7
Global Strategic Investment Solutions
Arizona
$14.8M +$14.5M +468,208 New
Osaic Holdings
8
Osaic Holdings
Arizona
$13.7M +$2.76M +89,394 +26%
VFPI
9
Vantage Financial Partners (Illinois)
Illinois
$12.1M
LWA
10
Lineweaver Wealth Advisors
Ohio
$11.3M +$9.65M +312,420 +721%
OWA
11
Outlook Wealth Advisors
Texas
$11.2M +$726K +23,487 +7%
MCM
12
MAI Capital Management
Ohio
$9.32M +$7.13M +230,757 +363%
SWPG
13
Strategic Wealth Partners Group
Illinois
$8.21M +$8M +259,083 New
HighTower Advisors
14
HighTower Advisors
Illinois
$7.55M +$1.08M +34,938 +17%
ML
15
McAdam LLC
Pennsylvania
$7.5M +$9.51K +308 +0.1%
AGA
16
Accuvest Global Advisors
Utah
$6.74M +$6.57M +212,730 New
Truist Financial
17
Truist Financial
North Carolina
$5.05M +$1.07M +34,637 +28%
NA
18
NewEdge Advisors
Louisiana
$4.79M +$4.68M +151,347 New
ICG
19
InterOcean Capital Group
Tennessee
$4.51M +$701K +22,703 +19%
William Blair & Company
20
William Blair & Company
Illinois
$4.32M +$4.11M +133,043 +4,111%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.24M +$1.76M +56,903 +74%
YWS
22
Yarger Wealth Strategies
Ohio
$4.19M +$4.09M +132,418 New
LNC
23
Lincoln National Corp
Pennsylvania
$3.94M +$202K +6,548 +6%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.92M +$1.46M +47,207 +62%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$3.86M +$808K +26,145 +27%

PJUN Hedge Fund Activity: Q2 2023 in Review

153 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q2 2023, worth a combined $461M — up 84% from $251M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PJUN positions and 9 closed out — a net gain of 42 holders — while 61 added to existing stakes and 17 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $29M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.33M.

  • 153 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q2 2023, up from 111 in Q1 2023.
  • Funds reported $461M of Innovator US Equity Power Buffer ETF June stock for Q2 2023, up 84% quarter-over-quarter.
  • 51 funds opened new Innovator US Equity Power Buffer ETF June positions in Q2 2023 and 9 closed out, a net change of +42 holders.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q2 2023 was AE Wealth Management, an estimated $29M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q2 2023 was Commonwealth Equity Services, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2023.