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Innovator Premium Income 20 Barrier ETF April

21 hedge funds and large institutions have $13.7M invested in Innovator Premium Income 20 Barrier ETF April in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

31% more funds holding

Funds holding: 1621 (+5)

16% more capital invested

Capital invested by funds: $11.8M → $13.7M (+$1.87M)

8.77% more ownership

Funds ownership: 42.39%51.15% (+8.8%)

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1
Atria Wealth Solutions
New York
$1.86M -$346K -13,917 -16%
HI
2
Harbour Investments
Wisconsin
$1.79M +$190K +7,632 +12%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.58M -$104K -4,163 -6%
MW
4
Maia Wealth
Colorado
$1.41M +$1.42M +56,975 New
WIA
5
World Investment Advisors
California
$1.27M +$8.21K +330 +0.7%
BCM
6
Brookstone Capital Management
Illinois
$1.12M +$2.21K +89 +0.2%
HighTower Advisors
7
HighTower Advisors
Illinois
$690K
AWM
8
AE Wealth Management
Kansas
$581K +$133K +5,365 +30%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$572K +$56.7K +2,281 +11%
SRA
10
Secured Retirement Advisors
Minnesota
$472K +$475K +19,105 New
OMC
11
Old Mission Capital
Illinois
$454K -$625K -25,116 -58%
PS
12
Principal Securities
Iowa
$451K +$455K +18,281 New
BCI
13
Brinker Capital Investments
Pennsylvania
$277K +$920 +37 +0.3%
OPS
14
Orion Portfolio Solutions
Nebraska
$277K +$920 +37 +0.3%
MFG
15
MTM Financial Group
Pennsylvania
$273K +$373 +15 +0.1%
SS
16
Sunbelt Securities
Texas
$226K -$23.5K -944 -9%
APW
17
Atlantic Private Wealth
North Carolina
$148K +$149K +5,976 New
Osaic Holdings
18
Osaic Holdings
Arizona
$123K
CAL
19
Capital Analysts LLC
Pennsylvania
$45K
UBS Group
20
UBS Group
Switzerland
$37.7K +$38K +1,527 New
TWM
21
Tradition Wealth Management
Minnesota
$15K

APRH Hedge Fund Activity: Q4 2023 in Review

21 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF April (APRH) for Q4 2023, worth a combined $13.7M — up 16% from $11.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new APRH positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Harbour Investments, adding an estimated $190K. The largest seller was Old Mission Capital, cutting an estimated $625K.

  • 21 institutional investors held Innovator Premium Income 20 Barrier ETF April (APRH) as of Q4 2023, up from 16 in Q3 2023.
  • Funds reported $13.7M of Innovator Premium Income 20 Barrier ETF April stock for Q4 2023, up 16% quarter-over-quarter.
  • 5 funds opened new Innovator Premium Income 20 Barrier ETF April positions in Q4 2023 and 0 closed out, a net change of +5 holders.
  • The largest Innovator Premium Income 20 Barrier ETF April buyer in Q4 2023 was Harbour Investments, an estimated $190K added.
  • The largest Innovator Premium Income 20 Barrier ETF April seller in Q4 2023 was Old Mission Capital, an estimated $625K sold.

Based on aggregated 13F filings for Q4 2023.