Innovator Premium Income 20 Barrier ETF July
JULH
22 hedge funds and large institutions have $13.1M invested in Innovator Premium Income 20 Barrier ETF July in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
10% more funds holding
Funds holding: 20 → 22 (+2)
3.8% more ownership
Funds ownership: 54.68% → 58.48% (+3.8%)
1% more capital invested
Capital invested by funds: $13M → $13.1M (+$102K)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.05M |
| 2 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$85K |
| 3 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$19.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.85K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$5.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$766K |
| 2 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$559K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$288K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
-$276K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$137K |
JULH Hedge Fund Activity: Q2 2024 in Review
22 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF July (JULH) for Q2 2024, worth a combined $13.1M — up 0.78% from $13M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JULH positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.05M. The largest seller was Atria Wealth Solutions, cutting an estimated $766K.
- 22 institutional investors held Innovator Premium Income 20 Barrier ETF July (JULH) as of Q2 2024, up from 20 in Q1 2024.
- Funds reported $13.1M of Innovator Premium Income 20 Barrier ETF July stock for Q2 2024, up 0.78% quarter-over-quarter.
- 3 funds opened new Innovator Premium Income 20 Barrier ETF July positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest Innovator Premium Income 20 Barrier ETF July buyer in Q2 2024 was Old Mission Capital, an estimated $1.05M added.
- The largest Innovator Premium Income 20 Barrier ETF July seller in Q2 2024 was Atria Wealth Solutions, an estimated $766K sold.
Based on aggregated 13F filings for Q2 2024.