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Innovator Premium Income 30 Barrier ETF April

27 hedge funds and large institutions have $24.2M invested in Innovator Premium Income 30 Barrier ETF April in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

13% more funds holding

Funds holding: 2427 (+3)

9.67% more ownership

Funds ownership: 53.76%63.42% (+9.7%)

8% more capital invested

Capital invested by funds: $22.5M → $24.2M (+$1.72M)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1
World Investment Advisors
California
$3.77M +$3.39M +136,722 +837%
MFG
2
MTM Financial Group
Pennsylvania
$3.07M -$40.7K -1,644 -1%
HI
3
Harbour Investments
Wisconsin
$2.66M -$245K -9,888 -8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.12M -$129K -5,196 -6%
KAS
5
Kestra Advisory Services
Texas
$2.06M -$152K -6,117 -7%
BCM
6
Brookstone Capital Management
Illinois
$1.83M +$8.25K +333 +0.5%
VL
7
Vima LLC
Michigan
$1.17M +$26.7K +1,077 +2%
RPSA
8
Richard P. Slaughter Associates
Texas
$1.14M +$255K +10,307 +29%
SS
9
Sunbelt Securities
Texas
$737K -$22.8K -919 -3%
KWM
10
KFG Wealth Management
Indiana
$704K +$2.35K +95 +0.3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$676K +$679K +27,423 New
AWS
12
Atria Wealth Solutions
New York
$617K
USCWA
13
U.S. Capital Wealth Advisors
Texas
$504K -$459K -18,525 -48%
Osaic Holdings
14
Osaic Holdings
Arizona
$408K -$2.5K -101 -0.6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$388K -$27.7K -1,119 -7%
ZIMP
16
Zimmermann Investment Management & Planning
Pennsylvania
$369K -$23.5K -949 -6%
OMC
17
Old Mission Capital
Illinois
$369K +$370K +14,956 New
CAL
18
Capital Analysts LLC
Pennsylvania
$355K
SWA
19
Stratos Wealth Advisors
Ohio
$306K +$3.89K +157 +1%
MW
20
Maia Wealth
Colorado
$286K +$287K +11,575 New
OWA
21
Outlook Wealth Advisors
Texas
$208K
AWA
22
Arkadios Wealth Advisors
Georgia
$204K +$99 +4 +0%
CA
23
CoreCap Advisors
Michigan
$170K +$8.67K +350 +5%
UBS Group
24
UBS Group
Switzerland
$69.4K +$64K +2,584 +1,114%
IA
25
IFP Advisors
Florida
$19.7K +$19.8K +800 New

APRJ Hedge Fund Activity: Q3 2024 in Review

27 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 30 Barrier ETF April (APRJ) for Q3 2024, worth a combined $24.2M — up 7.6% from $22.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new APRJ positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $3.39M. The largest seller was Citadel Advisors, exiting entirely with an estimated $568K sold.

  • 27 institutional investors held Innovator Premium Income 30 Barrier ETF April (APRJ) as of Q3 2024, up from 24 in Q2 2024.
  • Funds reported $24.2M of Innovator Premium Income 30 Barrier ETF April stock for Q3 2024, up 7.6% quarter-over-quarter.
  • 5 funds opened new Innovator Premium Income 30 Barrier ETF April positions in Q3 2024 and 2 closed out, a net change of +3 holders.
  • The largest Innovator Premium Income 30 Barrier ETF April buyer in Q3 2024 was World Investment Advisors, an estimated $3.39M added.
  • The largest Innovator Premium Income 30 Barrier ETF April seller in Q3 2024 was Citadel Advisors, an estimated $568K sold.

Based on aggregated 13F filings for Q3 2024.