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Innovator Premium Income 20 Barrier ETF July

26 hedge funds and large institutions have $11.6M invested in Innovator Premium Income 20 Barrier ETF July in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

8% more funds holding

Funds holding: 2426 (+2)

0.19% more ownership

Funds ownership: 61.72%61.92% (+0.19%)

0% less capital invested

Capital invested by funds: $11.6M → $11.6M (-$34.6K)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1
World Investment Advisors
California
$2.14M +$38.2K +1,515 +2%
RFWA
2
RPg Family Wealth Advisory
Massachusetts
$1.92M +$1.64K +65 +0.1%
BCM
3
Brookstone Capital Management
Illinois
$1.43M +$1.69K +67 +0.1%
SI
4
Stephens Inc
Arkansas
$930K
OMC
5
Old Mission Capital
Illinois
$914K +$404K +16,022 +78%
MW
6
Maia Wealth
Colorado
$838K +$16.9K +671 +2%
WA
7
Whipplewood Advisors
Colorado
$747K +$4.51K +179 +0.6%
Raymond James Financial
8
Raymond James Financial
Florida
$660K -$66.6K -2,644 -9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$590K +$28.2K +1,118 +5%
SW
10
Schulz Wealth
Texas
$484K
AWM
11
Accurate Wealth Management
Florida
$315K -$5.04K -200 -2%
SS
12
Sunbelt Securities
Texas
$231K -$45.3K -1,798 -16%
WW
13
Winnow Wealth
Texas
$128K +$129K +5,109 New
KAS
14
Kestra Advisory Services
Texas
$107K +$108K +4,291 New
HIA
15
Harbor Investment Advisory
Maryland
$50.3K
LC
16
Luminist Capital
Michigan
$39.7K -$8.74K -347 -18%
AWM
17
AE Wealth Management
Kansas
$24.2K
FFA
18
Farther Finance Advisors
California
$14.3K +$5.34K +212 +59%
CA
19
CoreCap Advisors
Michigan
$12.3K
Osaic Holdings
20
Osaic Holdings
Arizona
$4.71K +$2.87K +114 +152%
EWA
21
EverSource Wealth Advisors
Alabama
$2.49K
IA
22
IFP Advisors
Florida
$2.49K
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$997
PWPS
24
Pinnacle Wealth Planning Services
Ohio
$823 +$831 +33 New
WWA
25
Wealth Watch Advisors
Colorado
$648 +$655 +26 New

JULH Hedge Fund Activity: Q4 2025 in Review

26 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF July (JULH) for Q4 2025, worth a combined $11.6M — down 0.3% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JULH positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $404K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $204K sold.

  • 26 institutional investors held Innovator Premium Income 20 Barrier ETF July (JULH) as of Q4 2025, up from 24 in Q3 2025.
  • Funds reported $11.6M of Innovator Premium Income 20 Barrier ETF July stock for Q4 2025, down 0.3% quarter-over-quarter.
  • 5 funds opened new Innovator Premium Income 20 Barrier ETF July positions in Q4 2025 and 2 closed out, a net change of +3 holders.
  • The largest Innovator Premium Income 20 Barrier ETF July buyer in Q4 2025 was Old Mission Capital, an estimated $404K added.
  • The largest Innovator Premium Income 20 Barrier ETF July seller in Q4 2025 was Susquehanna International Group, an estimated $204K sold.

Based on aggregated 13F filings for Q4 2025.