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Innovator Premium Income 20 Barrier ETF July
JULH

16 hedge funds and large institutions have $12.5M invested in Innovator Premium Income 20 Barrier ETF July in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

49.08% more ownership

Funds ownership: 0% → 49.08% (+49%)

Holders
16
Holders Change
+16
Holders Change %
–
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
+$2.22M
2
BIM
Bullseye Investment Management
Ohio
+$2M
3
BCM
Brookstone Capital Management
Illinois
+$1.8M
4
RFWA
RPg Family Wealth Advisory
Massachusetts
+$1.49M
5
SI
Stephens Inc
Arkansas
+$1.05M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
1
Atria Wealth Solutions
New York
$2.18M +$2.22M +88,830 New
BIM
2
Bullseye Investment Management
Ohio
$1.97M +$2M +80,216 New
BCM
3
Brookstone Capital Management
Illinois
$1.77M +$1.8M +71,975 New
RFWA
4
RPg Family Wealth Advisory
Massachusetts
$1.49M +$1.49M +59,661 New
SI
5
Stephens Inc
Arkansas
$1.03M +$1.05M +42,179 New
FCFC
6
First Commonwealth Financial Corp
Pennsylvania
$991K +$1.01M +40,371 New
WIA
7
World Investment Advisors
California
$792K +$791K +31,686 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$564K +$573K +22,968 New
MML Investors Services
9
MML Investors Services
Massachusetts
$398K +$405K +16,208 New
AWM
10
AE Wealth Management
Kansas
$375K +$382K +15,295 New
AWM
11
Accurate Wealth Management
Florida
$337K +$341K +13,659 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$272K +$276K +11,065 New
OWA
13
Outlook Wealth Advisors
Texas
$224K +$228K +9,120 New
HIA
14
Harbor Investment Advisory
Maryland
$49.6K +$50.4K +2,020 New
HI
15
Harbour Investments
Wisconsin
$6.87K +$6.99K +280 New
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$981 +$999 +40 New

JULH Hedge Fund Activity: Q3 2023 in Review

16 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF July (JULH) for Q3 2023, worth a combined $12.5M.

Buyers outnumbered sellers: 16 funds opened new JULH positions and 0 closed out — a net gain of 16 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $2.22M.

  • 16 institutional investors held Innovator Premium Income 20 Barrier ETF July (JULH) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $12.5M of Innovator Premium Income 20 Barrier ETF July stock for Q3 2023.
  • 16 funds opened new Innovator Premium Income 20 Barrier ETF July positions in Q3 2023 and 0 closed out, a net change of +16 holders.
  • The largest Innovator Premium Income 20 Barrier ETF July buyer in Q3 2023 was Atria Wealth Solutions, an estimated $2.22M added.

Based on aggregated 13F filings for Q3 2023.