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Innovator Premium Income 30 Barrier ETF April

24 hedge funds and large institutions have $22.5M invested in Innovator Premium Income 30 Barrier ETF April in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $21.4M → $22.5M (+$1.06M)

0.87% less ownership

Funds ownership: 54.63%53.76% (-0.87%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

14% less funds holding

Funds holding: 2824 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
24
Holders Change
-4
Holders Change %
-14.29%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
MTM Financial Group
Pennsylvania
$3.1M +$558K +22,621 +22%
HI
2
Harbour Investments
Wisconsin
$2.9M +$913 +37 +0%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.25M -$31.7K -1,285 -1%
KAS
4
Kestra Advisory Services
Texas
$2.21M +$95.6K +3,876 +5%
BCM
5
Brookstone Capital Management
Illinois
$1.82M +$179K +7,270 +11%
OWA
6
Outlook Wealth Advisors
Texas
$1.82M -$15K -607 -7%
VL
7
Vima LLC
Michigan
$1.14M +$1.14M +46,346 New
USCWA
8
U.S. Capital Wealth Advisors
Texas
$958K -$20.2K -818 -2%
RPSA
9
Richard P. Slaughter Associates
Texas
$885K +$19.6K +793 +2%
SS
10
Sunbelt Securities
Texas
$758K +$752K +30,467 +8,018%
KWM
11
KFG Wealth Management
Indiana
$700K -$321K -13,001 -31%
AWS
12
Atria Wealth Solutions
New York
$615K
Citadel Advisors
13
Citadel Advisors
Florida
$568K -$888 -36 -0.2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$414K -$25K -1,015 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$410K +$108K +4,361 +35%
WIA
16
World Investment Advisors
California
$402K +$222 +9 +0.1%
ZIMP
17
Zimmermann Investment Management & Planning
Pennsylvania
$391K +$21.5K +873 +6%
CAL
18
Capital Analysts LLC
Pennsylvania
$354K -$17.2K -696 -5%
SWA
19
Stratos Wealth Advisors
Ohio
$301K +$302K +12,261 New
AWA
20
Arkadios Wealth Advisors
Georgia
$204K +$204K +8,286 New
CA
21
CoreCap Advisors
Michigan
$161K -$55.7K -2,259 -26%
FNWA
22
Financial Network Wealth Advisors
Utah
$134K -$220K -8,932 -62%
UBS Group
23
UBS Group
Switzerland
$5.7K -$132K -5,347 -96%
DFA
24
DHJJ Financial Advisors
Illinois
$5.24K
PS
25
Principal Securities
Iowa
-$685K -27,918 Closed

APRJ Hedge Fund Activity: Q2 2024 in Review

24 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 30 Barrier ETF April (APRJ) for Q2 2024, worth a combined $22.5M — up 4.9% from $21.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of APRJ and 3 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was Vima LLC, opening a new position worth an estimated $1.14M. The largest seller was Principal Securities, exiting entirely with an estimated $685K sold.

  • 24 institutional investors held Innovator Premium Income 30 Barrier ETF April (APRJ) as of Q2 2024, down from 28 in Q1 2024.
  • Funds reported $22.5M of Innovator Premium Income 30 Barrier ETF April stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 3 funds opened new Innovator Premium Income 30 Barrier ETF April positions in Q2 2024 and 6 closed out, a net change of -3 holders.
  • The largest Innovator Premium Income 30 Barrier ETF April buyer in Q2 2024 was Vima LLC, an estimated $1.14M added.
  • The largest Innovator Premium Income 30 Barrier ETF April seller in Q2 2024 was Principal Securities, an estimated $685K sold.

Based on aggregated 13F filings for Q2 2024.