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Innovator Premium Income 30 Barrier ETF April

26 hedge funds and large institutions have $25.8M invested in Innovator Premium Income 30 Barrier ETF April in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

24% more funds holding

Funds holding: 2126 (+5)

13% more capital invested

Capital invested by funds: $22.8M → $25.8M (+$2.93M)

11.47% more ownership

Funds ownership: 44.29%55.76% (+11%)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.59M -$167K -6,757 -3%
HI
2
Harbour Investments
Wisconsin
$2.72M +$289K +11,660 +12%
MFG
3
MTM Financial Group
Pennsylvania
$2.49M +$3.22K +130 +0.1%
RPSA
4
Richard P. Slaughter Associates
Texas
$2.02M +$58.7K +2,369 +3%
KAS
5
Kestra Advisory Services
Texas
$1.94M +$180K +7,254 +10%
BCM
6
Brookstone Capital Management
Illinois
$1.63M -$545 -22 -0%
MML Investors Services
7
MML Investors Services
Massachusetts
$1.44M +$63.4K +2,560 +5%
USCWA
8
U.S. Capital Wealth Advisors
Texas
$1.31M -$12.1K -488 -0.9%
KWM
9
KFG Wealth Management
Indiana
$1.02M +$88K +3,550 +9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$973K +$982K +39,615 New
VL
11
Vima LLC
Michigan
$790K +$796K +32,139 New
PS
12
Principal Securities
Iowa
$686K +$692K +27,918 New
AWS
13
Atria Wealth Solutions
New York
$615K -$50.8K -2,050 -8%
Citadel Advisors
14
Citadel Advisors
Florida
$568K +$51K +2,058 +10%
WIA
15
World Investment Advisors
California
$390K +$892 +36 +0.2%
CAL
16
Capital Analysts LLC
Pennsylvania
$375K -$118K -4,776 -24%
ZIMP
17
Zimmermann Investment Management & Planning
Pennsylvania
$361K
TC
18
TownSquare Capital
Utah
$350K +$4.61K +186 +1%
FNWA
19
Financial Network Wealth Advisors
Utah
$350K +$353K +14,251 New
MW
20
Maia Wealth
Colorado
$327K +$330K +13,312 New
Osaic Holdings
21
Osaic Holdings
Arizona
$302K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$247K +$249K +10,064 New
OWA
23
Outlook Wealth Advisors
Texas
$222K -$51.2K -2,065 -19%
UBS Group
24
UBS Group
Switzerland
$38.6K +$38.9K +1,570 New
SS
25
Sunbelt Securities
Texas
$9.34K

APRJ Hedge Fund Activity: Q4 2023 in Review

26 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 30 Barrier ETF April (APRJ) for Q4 2023, worth a combined $25.8M — up 13% from $22.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new APRJ positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $982K. The largest seller was Goldman Sachs, exiting entirely with an estimated $530K sold.

  • 26 institutional investors held Innovator Premium Income 30 Barrier ETF April (APRJ) as of Q4 2023, up from 21 in Q3 2023.
  • Funds reported $25.8M of Innovator Premium Income 30 Barrier ETF April stock for Q4 2023, up 13% quarter-over-quarter.
  • 7 funds opened new Innovator Premium Income 30 Barrier ETF April positions in Q4 2023 and 2 closed out, a net change of +5 holders.
  • The largest Innovator Premium Income 30 Barrier ETF April buyer in Q4 2023 was Susquehanna International Group, an estimated $982K added.
  • The largest Innovator Premium Income 30 Barrier ETF April seller in Q4 2023 was Goldman Sachs, an estimated $530K sold.

Based on aggregated 13F filings for Q4 2023.