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Innovator Premium Income 30 Barrier ETF April

28 hedge funds and large institutions have $21.4M invested in Innovator Premium Income 30 Barrier ETF April in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

8% more funds holding

Funds holding: 2628 (+2)

1.13% less ownership

Funds ownership: 55.76%54.63% (-1.1%)

17% less capital invested

Capital invested by funds: $25.8M → $21.4M (-$4.32M)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1
Harbour Investments
Wisconsin
$2.89M +$174K +7,030 +6%
MFG
2
MTM Financial Group
Pennsylvania
$2.54M +$57.2K +2,309 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.27M -$2.33M -93,987 -50%
KAS
4
Kestra Advisory Services
Texas
$2.11M +$178K +7,173 +9%
BCM
5
Brookstone Capital Management
Illinois
$1.63M -$966 -39 -0.1%
KWM
6
KFG Wealth Management
Indiana
$1.02M +$2.63K +106 +0.3%
USCWA
7
U.S. Capital Wealth Advisors
Texas
$976K -$340K -13,729 -26%
RPSA
8
Richard P. Slaughter Associates
Texas
$863K -$1.16M -46,972 -57%
PS
9
Principal Securities
Iowa
$685K
AWS
10
Atria Wealth Solutions
New York
$624K
MML Investors Services
11
MML Investors Services
Massachusetts
$579K -$863K -34,842 -60%
Citadel Advisors
12
Citadel Advisors
Florida
$567K
OMC
13
Old Mission Capital
Illinois
$546K +$551K +22,262 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$537K -$439K -17,713 -45%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$438K +$193K +7,799 +77%
CA
16
Cetera Advisors
Colorado
$438K +$442K +17,863 New
WIA
17
World Investment Advisors
California
$400K +$17.9K +724 +5%
CAL
18
Capital Analysts LLC
Pennsylvania
$371K -$3.52K -142 -0.9%
ZIMP
19
Zimmermann Investment Management & Planning
Pennsylvania
$369K +$8.47K +342 +2%
FNWA
20
Financial Network Wealth Advisors
Utah
$352K +$2.87K +116 +0.8%
TC
21
TownSquare Capital
Utah
$352K +$2.87K +116 +0.8%
Osaic Holdings
22
Osaic Holdings
Arizona
$302K
OWA
23
Outlook Wealth Advisors
Texas
$222K
CA
24
CoreCap Advisors
Michigan
$216K +$218K +8,796 New
UBS Group
25
UBS Group
Switzerland
$137K +$99.3K +4,009 +255%

APRJ Hedge Fund Activity: Q1 2024 in Review

28 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 30 Barrier ETF April (APRJ) for Q1 2024, worth a combined $21.4M — down 17% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new APRJ positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $551K. The largest seller was Commonwealth Equity Services, cutting an estimated $2.33M.

  • 28 institutional investors held Innovator Premium Income 30 Barrier ETF April (APRJ) as of Q1 2024, up from 26 in Q4 2023.
  • Funds reported $21.4M of Innovator Premium Income 30 Barrier ETF April stock for Q1 2024, down 17% quarter-over-quarter.
  • 4 funds opened new Innovator Premium Income 30 Barrier ETF April positions in Q1 2024 and 1 closed out, a net change of +3 holders.
  • The largest Innovator Premium Income 30 Barrier ETF April buyer in Q1 2024 was Old Mission Capital, an estimated $551K added.
  • The largest Innovator Premium Income 30 Barrier ETF April seller in Q1 2024 was Commonwealth Equity Services, an estimated $2.33M sold.

Based on aggregated 13F filings for Q1 2024.