Innovator Premium Income 20 Barrier ETF July
JULH
20 hedge funds and large institutions have $12M invested in Innovator Premium Income 20 Barrier ETF July in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2% less capital invested
Capital invested by funds: $12.3M → $12M (-$226K)
1.06% less ownership
Funds ownership: 59.01% → 57.95% (-1.1%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$699K |
| 2 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$124K |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
+$78K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$25.4K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$24.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$519K |
| 2 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$290K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$145K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$142K |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$52.3K |
JULH Hedge Fund Activity: Q4 2024 in Review
20 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF July (JULH) for Q4 2024, worth a combined $12M — down 1.8% from $12.3M a quarter earlier.
Fund positioning in JULH was balanced in Q4 2024: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $699K. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $519K sold.
- 20 institutional investors held Innovator Premium Income 20 Barrier ETF July (JULH) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $12M of Innovator Premium Income 20 Barrier ETF July stock for Q4 2024, down 1.8% quarter-over-quarter.
- 3 funds opened new Innovator Premium Income 20 Barrier ETF July positions in Q4 2024 and 3 closed out, a net change of 0 holders.
- The largest Innovator Premium Income 20 Barrier ETF July buyer in Q4 2024 was Susquehanna International Group, an estimated $699K added.
- The largest Innovator Premium Income 20 Barrier ETF July seller in Q4 2024 was Atria Wealth Solutions, an estimated $519K sold.
Based on aggregated 13F filings for Q4 2024.