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Innovator Premium Income 20 Barrier ETF April

19 hedge funds and large institutions have $11.9M invested in Innovator Premium Income 20 Barrier ETF April in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

1.64% less ownership

Funds ownership: 44.45%42.81% (-1.6%)

5% less funds holding

Funds holding: 2019 (-1)

8% less capital invested

Capital invested by funds: $12.9M → $11.9M (-$981K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1
World Investment Advisors
California
$2.93M +$1.19M +48,010 +68%
HI
2
Harbour Investments
Wisconsin
$1.76M -$157K -6,329 -8%
MW
3
Maia Wealth
Colorado
$1.28M +$20.6K +829 +2%
BCM
4
Brookstone Capital Management
Illinois
$1.26M +$2.21K +89 +0.2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$961K -$547K -22,050 -36%
HighTower Advisors
6
HighTower Advisors
Illinois
$698K
SS
7
Sunbelt Securities
Texas
$676K +$3.6K +145 +0.5%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$417K -$719 -29 -0.2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$389K -$10.2K -411 -3%
AWS
10
Atria Wealth Solutions
New York
$370K -$750K -30,256 -67%
MFG
11
MTM Financial Group
Pennsylvania
$327K +$149 +6 +0%
OMC
12
Old Mission Capital
Illinois
$281K -$294K -11,849 -51%
SRA
13
Secured Retirement Advisors
Minnesota
$256K -$361K -14,543 -58%
Osaic Holdings
14
Osaic Holdings
Arizona
$123K
UBS Group
15
UBS Group
Switzerland
$81.3K +$67.2K +2,710 +462%
AWA
16
Authentikos Wealth Advisory
California
$51.9K +$52.2K +2,105 New
CAL
17
Capital Analysts LLC
Pennsylvania
$45K
HIA
18
Harbor Investment Advisory
Maryland
$25.1K
CA
19
CoreCap Advisors
Michigan
$7.13K +$99 +4 +1%
Cerity Partners
20
Cerity Partners
New York
-$206K -8,358 Closed
FNWA
21
Financial Network Wealth Advisors
Utah
-$19.7K -800 Closed

APRH Hedge Fund Activity: Q3 2024 in Review

19 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF April (APRH) for Q3 2024, worth a combined $11.9M — down 7.6% from $12.9M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of APRH and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 7 added.

The largest buyer was World Investment Advisors, adding an estimated $1.19M. The largest seller was Atria Wealth Solutions, cutting an estimated $750K.

  • 19 institutional investors held Innovator Premium Income 20 Barrier ETF April (APRH) as of Q3 2024, down from 20 in Q2 2024.
  • Funds reported $11.9M of Innovator Premium Income 20 Barrier ETF April stock for Q3 2024, down 7.6% quarter-over-quarter.
  • 1 fund opened new Innovator Premium Income 20 Barrier ETF April positions in Q3 2024 and 2 closed out, a net change of -1 holder.
  • The largest Innovator Premium Income 20 Barrier ETF April buyer in Q3 2024 was World Investment Advisors, an estimated $1.19M added.
  • The largest Innovator Premium Income 20 Barrier ETF April seller in Q3 2024 was Atria Wealth Solutions, an estimated $750K sold.

Based on aggregated 13F filings for Q3 2024.