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Innovator Premium Income 20 Barrier ETF July

24 hedge funds and large institutions have $11.6M invested in Innovator Premium Income 20 Barrier ETF July in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 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

9% more funds holding

Funds holding: 2224 (+2)

1% more capital invested

Capital invested by funds: $11.5M → $11.6M (+$124K)

4.23% less ownership

Funds ownership: 65.95%61.72% (-4.2%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1
World Investment Advisors
California
$2.11M -$105K -4,180 -5%
RFWA
2
RPg Family Wealth Advisory
Massachusetts
$1.92M -$4.72K -188 -0.2%
BCM
3
Brookstone Capital Management
Illinois
$1.43M +$180K +7,179 +14%
SI
4
Stephens Inc
Arkansas
$934K -$6.98K -278 -0.7%
MW
5
Maia Wealth
Colorado
$829K -$10.1K -403 -1%
WA
6
Whipplewood Advisors
Colorado
$746K +$35.3K +1,407 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$729K +$731K +29,119 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$565K +$108K +4,283 +23%
OMC
9
Old Mission Capital
Illinois
$517K +$68.7K +2,736 +15%
SW
10
Schulz Wealth
Texas
$476K
BIM
11
Bullseye Investment Management
Ohio
$331K
AWM
12
Accurate Wealth Management
Florida
$320K -$11.4K -453 -3%
SS
13
Sunbelt Securities
Texas
$277K +$152K +6,053 +120%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$204K -$157K -6,244 -43%
PS
15
Principal Securities
Iowa
$80.1K -$2.51K -100 -3%
HIA
16
Harbor Investment Advisory
Maryland
$50.6K
LC
17
Luminist Capital
Michigan
$48.5K -$1.63K -65 -3%
AWM
18
AE Wealth Management
Kansas
$24.3K +$24.4K +970 New
CA
19
CoreCap Advisors
Michigan
$12.4K +$7.48K +298 +152%
FFA
20
Farther Finance Advisors
California
$9.04K +$9.07K +361 New
EWA
21
EverSource Wealth Advisors
Alabama
$2.5K
IA
22
IFP Advisors
Florida
$2.5K
Osaic Holdings
23
Osaic Holdings
Arizona
$1.88K
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$1K
MHS
25
M Holdings Securities
Oregon
-$974K -39,243 Closed

JULH Hedge Fund Activity: Q3 2025 in Review

24 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF July (JULH) for Q3 2025, worth a combined $11.6M — up 1.1% from $11.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JULH positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $731K. The largest seller was M Holdings Securities, exiting entirely with an estimated $974K sold.

  • 24 institutional investors held Innovator Premium Income 20 Barrier ETF July (JULH) as of Q3 2025, up from 22 in Q2 2025.
  • Funds reported $11.6M of Innovator Premium Income 20 Barrier ETF July stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 3 funds opened new Innovator Premium Income 20 Barrier ETF July positions in Q3 2025 and 1 closed out, a net change of +2 holders.
  • The largest Innovator Premium Income 20 Barrier ETF July buyer in Q3 2025 was Raymond James Financial, an estimated $731K added.
  • The largest Innovator Premium Income 20 Barrier ETF July seller in Q3 2025 was M Holdings Securities, an estimated $974K sold.

Based on aggregated 13F filings for Q3 2025.