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Innovator Premium Income 20 Barrier ETF July
JULH

Overview Fund Activity

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.

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIM
1
Bullseye Investment Management
Ohio
$2.06M
2
WIA
2
World Investment Advisors
California
$812K
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$1.44M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$619K
5
RIA
5
Realta Investment Advisors
Delaware
$4.49K

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
AWM
2
AE Wealth Management
Kansas
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
AWS
4
Atria Wealth Solutions
New York
$1.92M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$637K
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
1
Bullseye Investment Management
Ohio
$2.06M 82,713 +9,008 +12%
AWS
2
Atria Wealth Solutions
New York
$1.92M 76,845 -6,220 -7%
BCM
3
Brookstone Capital Management
Illinois
$1.69M 67,591 -2,535 -4%
RFWA
4
RPg Family Wealth Advisory
Massachusetts
$1.44M 56,861 +743 +1%
SI
5
Stephens Inc
Arkansas
$1.05M 42,179 – –
FCFC
6
First Commonwealth Financial Corp
Pennsylvania
$1.01M 40,371 – –
WIA
7
World Investment Advisors
California
$812K 32,576 +2,028 +7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$637K 25,542 -3,683 -13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$619K 24,824 +380 +2%
SW
10
Schulz Wealth
Texas
$474K 19,000 – –
SRA
11
Secured Retirement Advisors
Minnesota
$425K 17,053 -1,804 -10%
PS
12
Principal Securities
Iowa
$279K 11,199 – –
AWM
13
Accurate Wealth Management
Florida
$274K 10,966 -295 -3%
OWA
14
Outlook Wealth Advisors
Texas
$227K 9,120 – –
HIA
15
Harbor Investment Advisory
Maryland
$50.4K 2,020 – –
HI
16
Harbour Investments
Wisconsin
$6.98K 280 – –
RIA
17
Realta Investment Advisors
Delaware
$4.49K 180 +180 New
CA
18
CoreCap Advisors
Michigan
$2.57K 103 +103 New
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$997 40 – –
UBS Group
20
UBS Group
Switzerland
$898 36 -164 -82%
OMC
21
Old Mission Capital
Illinois
– – -46,389 Closed
AWM
22
AE Wealth Management
Kansas
– – -20,763 Closed
MML Investors Services
23
MML Investors Services
Massachusetts
– – -16,177 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –