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Innovator US Equity Power Buffer ETF June
PJUN

147 hedge funds and large institutions have $368M invested in Innovator US Equity Power Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.46% more ownership

Funds ownership: 76.07% → 79.53% (+3.5%)

1% less funds holding

Funds holding: 148 → 147 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

8% less capital invested

Capital invested by funds: $399M → $368M (-$31.7M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

75% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 77

Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
11
Increased
19
Reduced
77
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGA
Accuvest Global Advisors
Utah
+$7.02M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.03M
3
PCM
Penserra Capital Management
California
+$2.54M
4
OMC
Old Mission Capital
Illinois
+$1.49M
5
LPL Financial
LPL Financial
California
+$881K

Top Sellers

1
Jane Street
Jane Street
New York
-$22.8M
2
OWA
Outlook Wealth Advisors
Texas
-$10.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$3.99M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.1M
5
BCM
Brookstone Capital Management
Illinois
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$85.8M -$3.99M -117,355 -5%
PCM
2
Penserra Capital Management
California
$33.7M +$2.54M +74,805 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.1M -$1.95M -57,383 -10%
VFPI
4
Vantage Financial Partners (Illinois)
Illinois
$12.5M -$265K -7,791 -2%
LWA
5
Lineweaver Wealth Advisors
Ohio
$11.6M -$233K -6,856 -2%
WCM
6
Weaver Capital Management
Georgia
$9.76M -$239K -7,040 -2%
ML
7
McAdam LLC
Pennsylvania
$8.17M – – –
SWPG
8
Strategic Wealth Partners Group
Illinois
$7.98M -$385K -11,313 -5%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.29M +$4.76K +140 +0.1%
AGA
10
Accuvest Global Advisors
Utah
$7.13M +$7.02M +206,605 New
BCM
11
Brookstone Capital Management
Illinois
$6.49M -$1.95M -57,471 -23%
Truist Financial
12
Truist Financial
North Carolina
$5.42M -$154K -4,523 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$5.39M -$220K -6,460 -4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$5.36M +$4.03M +118,403 +321%
William Blair & Company
15
William Blair & Company
Illinois
$4.56M -$97.9K -2,880 -2%
LNC
16
Lincoln National Corp
Pennsylvania
$4.12M -$117K -3,447 -3%
KAS
17
Kestra Advisory Services
Texas
$4.05M +$706K +20,763 +22%
ACM
18
Andina Capital Management
Utah
$3.93M -$297K -8,744 -7%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$3.88M -$30.6K -900 -0.8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.79M -$214K -6,286 -5%
BA
21
Bellwether Advisors
Nebraska
$3.74M -$395K -11,618 -10%
SEP
22
Southland Equity Partners
Missouri
$3.53M -$2.52K -74 -0.1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.53M -$328K -9,636 -9%
CPA
24
Clear Point Advisors
New York
$3.52M – – –
MFG
25
MTM Financial Group
Pennsylvania
$3.48M – – –
1
2 3 4 5

PJUN Hedge Fund Activity: Q1 2024 in Review

147 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF June (PJUN) for Q1 2024, worth a combined $368M — down 7.9% from $399M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PJUN and 11 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 19 added.

The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $7.02M. The largest seller was Jane Street, cutting an estimated $22.8M.

  • 147 institutional investors held Innovator US Equity Power Buffer ETF June (PJUN) as of Q1 2024, down from 148 in Q4 2023.
  • Funds reported $368M of Innovator US Equity Power Buffer ETF June stock for Q1 2024, down 7.9% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF June positions in Q1 2024 and 12 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Power Buffer ETF June buyer in Q1 2024 was Accuvest Global Advisors, an estimated $7.02M added.
  • The largest Innovator US Equity Power Buffer ETF June seller in Q1 2024 was Jane Street, an estimated $22.8M sold.

Based on aggregated 13F filings for Q1 2024.