Innovator Premium Income 20 Barrier ETF July
JULH
20 hedge funds and large institutions have $13M invested in Innovator Premium Income 20 Barrier ETF July in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.
8.94% less ownership
Funds ownership: 63.62% → 54.68% (-8.9%)
9% less funds holding
Funds holding: 22 → 20 (-2)
21% less capital invested
Capital invested by funds: $16.4M → $13M (-$3.42M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$227K |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$51.1K |
| 3 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$18.7K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.57K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$4.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.16M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$521K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$404K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$157K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$92.7K |
JULH Hedge Fund Activity: Q1 2024 in Review
20 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF July (JULH) for Q1 2024, worth a combined $13M — down 21% from $16.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JULH and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 4 added.
The largest buyer was Bullseye Investment Management, adding an estimated $227K. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.16M sold.
- 20 institutional investors held Innovator Premium Income 20 Barrier ETF July (JULH) as of Q1 2024, down from 22 in Q4 2023.
- Funds reported $13M of Innovator Premium Income 20 Barrier ETF July stock for Q1 2024, down 21% quarter-over-quarter.
- 2 funds opened new Innovator Premium Income 20 Barrier ETF July positions in Q1 2024 and 3 closed out, a net change of -1 holder.
- The largest Innovator Premium Income 20 Barrier ETF July buyer in Q1 2024 was Bullseye Investment Management, an estimated $227K added.
- The largest Innovator Premium Income 20 Barrier ETF July seller in Q1 2024 was Old Mission Capital, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2024.