Innovator Premium Income 20 Barrier ETF July
JULH
20 hedge funds and large institutions have $12.3M invested in Innovator Premium Income 20 Barrier ETF July in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
0.52% more ownership
Funds ownership: 58.48% → 59.01% (+0.52%)
6% less capital invested
Capital invested by funds: $13.1M → $12.3M (-$827K)
9% less funds holding
Funds holding: 22 → 20 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.66M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$829K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$251K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$161K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$125K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
-$1M |
| 2 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$748K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$730K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$638K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$497K |
JULH Hedge Fund Activity: Q3 2024 in Review
20 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF July (JULH) for Q3 2024, worth a combined $12.3M — down 6.3% from $13.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JULH and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 7 added.
The largest buyer was World Investment Advisors, adding an estimated $1.66M. The largest seller was First Commonwealth Financial Corp, exiting entirely with an estimated $1M sold.
- 20 institutional investors held Innovator Premium Income 20 Barrier ETF July (JULH) as of Q3 2024, down from 22 in Q2 2024.
- Funds reported $12.3M of Innovator Premium Income 20 Barrier ETF July stock for Q3 2024, down 6.3% quarter-over-quarter.
- 2 funds opened new Innovator Premium Income 20 Barrier ETF July positions in Q3 2024 and 4 closed out, a net change of -2 holders.
- The largest Innovator Premium Income 20 Barrier ETF July buyer in Q3 2024 was World Investment Advisors, an estimated $1.66M added.
- The largest Innovator Premium Income 20 Barrier ETF July seller in Q3 2024 was First Commonwealth Financial Corp, an estimated $1M sold.
Based on aggregated 13F filings for Q3 2024.