Innovator Premium Income 20 Barrier ETF July
JULH
22 hedge funds and large institutions have $16.4M invested in Innovator Premium Income 20 Barrier ETF July in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and closing their positions.
38% more funds holding
Funds holding: 16 → 22 (+6)
32% more capital invested
Capital invested by funds: $12.5M → $16.4M (+$3.95M)
14.54% more ownership
Funds ownership: 49.08% → 63.62% (+15%)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.16M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$453K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$136K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$36.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.99K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$162K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$144K |
| 3 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$88.4K |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$59.8K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$46.1K |
JULH Hedge Fund Activity: Q4 2023 in Review
22 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF July (JULH) for Q4 2023, worth a combined $16.4M — up 32% from $12.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JULH positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.16M. The largest seller was Bullseye Investment Management, cutting an estimated $162K.
- 22 institutional investors held Innovator Premium Income 20 Barrier ETF July (JULH) as of Q4 2023, up from 16 in Q3 2023.
- Funds reported $16.4M of Innovator Premium Income 20 Barrier ETF July stock for Q4 2023, up 32% quarter-over-quarter.
- 6 funds opened new Innovator Premium Income 20 Barrier ETF July positions in Q4 2023 and 0 closed out, a net change of +6 holders.
- The largest Innovator Premium Income 20 Barrier ETF July buyer in Q4 2023 was Old Mission Capital, an estimated $1.16M added.
- The largest Innovator Premium Income 20 Barrier ETF July seller in Q4 2023 was Bullseye Investment Management, an estimated $162K sold.
Based on aggregated 13F filings for Q4 2023.