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Innovator US Equity Ultra Buffer ETF June

51 hedge funds and large institutions have $68M invested in Innovator US Equity Ultra Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

92% more capital invested

Capital invested by funds: $35.4M → $68M (+$32.6M)

34% more funds holding

Funds holding: 3851 (+13)

9.01% more ownership

Funds ownership: 65.26%74.27% (+9%)

Holders
51
Holders Change
+13
Holders Change %
+34.21%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
18
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$444K -$14.7K -469 -3%
RAS
27
RPS Advisory Solutions
Kentucky
$423K +$414K +13,211 New
SPIA
28
Steward Partners Investment Advisory
New York
$399K +$132K +4,225 +51%
Jane Street
29
Jane Street
New York
$379K -$91.8K -2,928 -20%
FFG
30
Fiduciary Financial Group
California
$309K +$297K +9,478 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$246K -$133K -4,249 -36%
Citadel Advisors
32
Citadel Advisors
Florida
$245K -$368K -11,746 -60%
RA
33
RFG Advisory
Alabama
$244K +$239K +7,623 New
WP
34
WealthShield Partners
North Carolina
$238K +$121K +3,854 +108%
MCC
35
Money Concepts Capital
Florida
$231K
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$229K +$224K +7,146 New
CW
37
CreativeOne Wealth
Kansas
$228K +$223K +7,126 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$218K -$70.9K -2,263 -25%
AWM
39
AE Wealth Management
Kansas
$217K +$213K +6,788 New
CA
40
CoreCap Advisors
Michigan
$216K +$123K +3,912 +137%
SAW
41
Signal Advisors Wealth
Michigan
$205K +$201K +6,405 New
HI
42
Harbour Investments
Wisconsin
$130K +$68.5K +2,185 +117%
IF
43
Integrity Financial
Wyoming
$123K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$61K +$3.95K +126 +7%
FNWA
45
Financial Network Wealth Advisors
Utah
$42.6K +$41.7K +1,332 New
CA
46
Continuum Advisory
Idaho
$8.87K -$2.69K -86 -24%
LFG
47
Larson Financial Group
Missouri
$5.79K
TWP
48
Triad Wealth Partners
Kansas
$5.47K +$5.36K +171 New
CB
49
Chris Bulman
California
$4.61K +$4.51K +144 New
UBS Group
50
UBS Group
Switzerland
$3.39K -$98.2K -3,133 -97%

UJUN Hedge Fund Activity: Q2 2024 in Review

51 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF June (UJUN) for Q2 2024, worth a combined $68M — up 92% from $35.4M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UJUN positions and 5 closed out — a net gain of 13 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $15.5M. The largest seller was Berger Financial Group, cutting an estimated $729K.

  • 51 institutional investors held Innovator US Equity Ultra Buffer ETF June (UJUN) as of Q2 2024, up from 38 in Q1 2024.
  • Funds reported $68M of Innovator US Equity Ultra Buffer ETF June stock for Q2 2024, up 92% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Ultra Buffer ETF June positions in Q2 2024 and 5 closed out, a net change of +13 holders.
  • The largest Innovator US Equity Ultra Buffer ETF June buyer in Q2 2024 was Brookstone Capital Management, an estimated $15.5M added.
  • The largest Innovator US Equity Ultra Buffer ETF June seller in Q2 2024 was Berger Financial Group, an estimated $729K sold.

Based on aggregated 13F filings for Q2 2024.