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Innovator Premium Income 20 Barrier ETF July

22 hedge funds and large institutions have $12.3M invested in Innovator Premium Income 20 Barrier ETF July in 2025 Q1 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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

10% more funds holding

Funds holding: 2022 (+2)

5.76% more ownership

Funds ownership: 57.95%63.7% (+5.8%)

3% more capital invested

Capital invested by funds: $12M → $12.3M (+$317K)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1
World Investment Advisors
California
$2.27M -$218K -8,677 -9%
RFWA
2
RPg Family Wealth Advisory
Massachusetts
$1.83M +$156K +6,205 +9%
BCM
3
Brookstone Capital Management
Illinois
$1.32M -$279K -11,110 -17%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.32M +$632K +25,187 +91%
MW
5
Maia Wealth
Colorado
$1M -$204K -8,133 -17%
SI
6
Stephens Inc
Arkansas
$974K
MHS
7
M Holdings Securities
Oregon
$889K +$65.8K +2,620 +8%
WA
8
Whipplewood Advisors
Colorado
$713K +$728K +29,015 New
SW
9
Schulz Wealth
Texas
$472K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$446K +$5.32K +212 +1%
BIM
11
Bullseye Investment Management
Ohio
$331K -$140K -5,589 -30%
AWM
12
Accurate Wealth Management
Florida
$237K
OWA
13
Outlook Wealth Advisors
Texas
$205K -$10K -400 -5%
SS
14
Sunbelt Securities
Texas
$126K +$828 +33 +0.7%
PS
15
Principal Securities
Iowa
$82.3K
LC
16
Luminist Capital
Michigan
$53K -$126 -5 -0.2%
HIA
17
Harbor Investment Advisory
Maryland
$50.1K
CA
18
CoreCap Advisors
Michigan
$6.65K
UBS Group
19
UBS Group
Switzerland
$5.14K +$5.2K +207 New
Osaic Holdings
20
Osaic Holdings
Arizona
$4.34K +$4.39K +175 New
EWA
21
EverSource Wealth Advisors
Alabama
$2.48K -$1.58K -63 -39%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$993
OMC
23
Old Mission Capital
Illinois
-$343K -13,761 Closed

JULH Hedge Fund Activity: Q1 2025 in Review

22 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF July (JULH) for Q1 2025, worth a combined $12.3M — up 2.6% from $12M 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 Whipplewood Advisors, opening a new position worth an estimated $728K. The largest seller was Old Mission Capital, exiting entirely with an estimated $343K sold.

  • 22 institutional investors held Innovator Premium Income 20 Barrier ETF July (JULH) as of Q1 2025, up from 20 in Q4 2024.
  • Funds reported $12.3M of Innovator Premium Income 20 Barrier ETF July stock for Q1 2025, up 2.6% quarter-over-quarter.
  • 3 funds opened new Innovator Premium Income 20 Barrier ETF July positions in Q1 2025 and 1 closed out, a net change of +2 holders.
  • The largest Innovator Premium Income 20 Barrier ETF July buyer in Q1 2025 was Whipplewood Advisors, an estimated $728K added.
  • The largest Innovator Premium Income 20 Barrier ETF July seller in Q1 2025 was Old Mission Capital, an estimated $343K sold.

Based on aggregated 13F filings for Q1 2025.