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Innovator Premium Income 20 Barrier ETF April

21 hedge funds and large institutions have $14.4M invested in Innovator Premium Income 20 Barrier ETF April in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $11.9M → $14.4M (+$2.5M)

11% more funds holding

Funds holding: 1921 (+2)

8.92% more ownership

Funds ownership: 42.81%51.73% (+8.9%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
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
$2.86M -$87.7K -3,526 -3%
FFA
2
Farther Finance Advisors
California
$2.02M +$2.04M +82,023 New
HI
3
Harbour Investments
Wisconsin
$1.71M -$46.9K -1,885 -3%
MW
4
Maia Wealth
Colorado
$1.28M +$8.68K +349 +0.7%
BCM
5
Brookstone Capital Management
Illinois
$1.05M -$216K -8,676 -17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$961K +$870 +35 +0.1%
OMC
7
Old Mission Capital
Illinois
$935K +$660K +26,548 +233%
HighTower Advisors
8
HighTower Advisors
Illinois
$693K -$5.94K -239 -0.8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$675K +$289K +11,609 +74%
SS
10
Sunbelt Securities
Texas
$583K -$101K -4,075 -15%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$456K +$39.7K +1,599 +9%
AWS
12
Atria Wealth Solutions
New York
$369K
MFG
13
MTM Financial Group
Pennsylvania
$329K +$1.62K +65 +0.5%
Osaic Holdings
14
Osaic Holdings
Arizona
$133K +$9.94K +400 +8%
CFG
15
Chapman Financial Group
Hawaii
$123K +$124K +5,000 New
BA
16
Bellwether Advisors
Nebraska
$100K +$101K +4,072 New
AWM
17
AE Wealth Management
Kansas
$64.8K +$65.4K +2,629 New
CAL
18
Capital Analysts LLC
Pennsylvania
$45K
HIA
19
Harbor Investment Advisory
Maryland
$25.1K
UBS Group
20
UBS Group
Switzerland
$17.2K -$64.6K -2,598 -79%
CA
21
CoreCap Advisors
Michigan
$6.63K -$497 -20 -7%
SRA
22
Secured Retirement Advisors
Minnesota
-$256K -10,370 Closed
AWA
23
Authentikos Wealth Advisory
California
-$51.9K -2,105 Closed

APRH Hedge Fund Activity: Q4 2024 in Review

21 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF April (APRH) for Q4 2024, worth a combined $14.4M — up 21% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new APRH positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Farther Finance Advisors, opening a new position worth an estimated $2.04M. The largest seller was Secured Retirement Advisors, exiting entirely with an estimated $256K sold.

  • 21 institutional investors held Innovator Premium Income 20 Barrier ETF April (APRH) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $14.4M of Innovator Premium Income 20 Barrier ETF April stock for Q4 2024, up 21% quarter-over-quarter.
  • 4 funds opened new Innovator Premium Income 20 Barrier ETF April positions in Q4 2024 and 2 closed out, a net change of +2 holders.
  • The largest Innovator Premium Income 20 Barrier ETF April buyer in Q4 2024 was Farther Finance Advisors, an estimated $2.04M added.
  • The largest Innovator Premium Income 20 Barrier ETF April seller in Q4 2024 was Secured Retirement Advisors, an estimated $256K sold.

Based on aggregated 13F filings for Q4 2024.