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Innovator Premium Income 20 Barrier ETF July

22 hedge funds and large institutions have $11.5M invested in Innovator Premium Income 20 Barrier ETF July in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.25% more ownership

Funds ownership: 63.7%65.95% (+2.3%)

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

7% less capital invested

Capital invested by funds: $12.3M → $11.5M (-$848K)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
22
Holders Change
Holders Change %
0%
% 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
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1
World Investment Advisors
California
$2.2M -$71.6K -2,872 -3%
RFWA
2
RPg Family Wealth Advisory
Massachusetts
$1.9M +$70.8K +2,842 +4%
BCM
3
Brookstone Capital Management
Illinois
$1.24M -$81.8K -3,283 -6%
MHS
4
M Holdings Securities
Oregon
$974K +$85.3K +3,422 +10%
SI
5
Stephens Inc
Arkansas
$934K -$41.2K -1,654 -4%
MW
6
Maia Wealth
Colorado
$826K -$188K -7,539 -18%
WA
7
Whipplewood Advisors
Colorado
$705K -$15.7K -631 -2%
SW
8
Schulz Wealth
Texas
$472K
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$454K +$7.87K +316 +2%
OMC
10
Old Mission Capital
Illinois
$445K +$447K +17,921 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$357K -$961K -38,581 -73%
BIM
12
Bullseye Investment Management
Ohio
$331K
AWM
13
Accurate Wealth Management
Florida
$330K +$88K +3,530 +36%
SS
14
Sunbelt Securities
Texas
$125K -$822 -33 -0.7%
PS
15
Principal Securities
Iowa
$82K
HIA
16
Harbor Investment Advisory
Maryland
$50.2K
LC
17
Luminist Capital
Michigan
$49.7K -$3.29K -132 -6%
CA
18
CoreCap Advisors
Michigan
$4.87K -$1.79K -72 -27%
EWA
19
EverSource Wealth Advisors
Alabama
$2.48K
IA
20
IFP Advisors
Florida
$2.48K +$2.49K +100 New
Osaic Holdings
21
Osaic Holdings
Arizona
$1.86K -$2.49K -100 -57%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$993
OWA
23
Outlook Wealth Advisors
Texas
-$205K -8,240 Closed
UBS Group
24
UBS Group
Switzerland
-$5.14K -207 Closed