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Innovator Premium Income 20 Barrier ETF April

17 hedge funds and large institutions have $11.3M invested in Innovator Premium Income 20 Barrier ETF April in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

4.96% less ownership

Funds ownership: 51.15%46.2% (-5%)

17% less capital invested

Capital invested by funds: $13.7M → $11.3M (-$2.33M)

19% less funds holding

Funds holding: 2117 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
17
Holders Change
-4
Holders Change %
-19.05%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1
Harbour Investments
Wisconsin
$1.9M +$123K +4,945 +7%
AWS
2
Atria Wealth Solutions
New York
$1.85M -$6.83K -275 -0.4%
WIA
3
World Investment Advisors
California
$1.42M +$182K +7,323 +15%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.38M -$189K -7,605 -12%
BCM
5
Brookstone Capital Management
Illinois
$1.13M +$15.6K +628 +1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$967K +$403K +16,233 +70%
HighTower Advisors
7
HighTower Advisors
Illinois
$697K +$8.49K +342 +1%
SRA
8
Secured Retirement Advisors
Minnesota
$525K +$57.1K +2,299 +12%
PS
9
Principal Securities
Iowa
$448K
MFG
10
MTM Financial Group
Pennsylvania
$270K -$397 -16 -0.1%
OMC
11
Old Mission Capital
Illinois
$238K -$216K -8,686 -47%
SS
12
Sunbelt Securities
Texas
$199K -$25K -1,007 -11%
APW
13
Atlantic Private Wealth
North Carolina
$147K
Osaic Holdings
14
Osaic Holdings
Arizona
$122K
CAL
15
Capital Analysts LLC
Pennsylvania
$45K
RIA
16
Realta Investment Advisors
Delaware
$4.42K +$4.47K +180 New
CA
17
CoreCap Advisors
Michigan
$2.48K +$2.51K +101 New
AWM
18
AE Wealth Management
Kansas
-$581K -23,442 Closed
BCI
19
Brinker Capital Investments
Pennsylvania
-$277K -11,209 Closed
OPS
20
Orion Portfolio Solutions
Nebraska
-$277K -11,209 Closed
UBS Group
21
UBS Group
Switzerland
-$37.7K -1,527 Closed
TWM
22
Tradition Wealth Management
Minnesota
-$15K -600 Closed

APRH Hedge Fund Activity: Q1 2024 in Review

17 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF April (APRH) for Q1 2024, worth a combined $11.3M — down 17% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of APRH and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, adding an estimated $403K. The largest seller was AE Wealth Management, exiting entirely with an estimated $581K sold.

  • 17 institutional investors held Innovator Premium Income 20 Barrier ETF April (APRH) as of Q1 2024, down from 21 in Q4 2023.
  • Funds reported $11.3M of Innovator Premium Income 20 Barrier ETF April stock for Q1 2024, down 17% quarter-over-quarter.
  • 2 funds opened new Innovator Premium Income 20 Barrier ETF April positions in Q1 2024 and 5 closed out, a net change of -3 holders.
  • The largest Innovator Premium Income 20 Barrier ETF April buyer in Q1 2024 was Susquehanna International Group, an estimated $403K added.
  • The largest Innovator Premium Income 20 Barrier ETF April seller in Q1 2024 was AE Wealth Management, an estimated $581K sold.

Based on aggregated 13F filings for Q1 2024.