Innovator Premium Income 30 Barrier ETF July
JULJ
21 hedge funds and large institutions have $16.8M invested in Innovator Premium Income 30 Barrier ETF July in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and closing their positions.
62% more funds holding
Funds holding: 13 → 21 (+8)
8% more capital invested
Capital invested by funds: $15.6M → $16.8M (+$1.18M)
2.27% more ownership
Funds ownership: 60.02% → 62.29% (+2.3%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$350K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$221K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$218K |
| 4 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$189K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$596K |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$211K |
| 3 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$88.1K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$45.1K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.52K |
JULJ Hedge Fund Activity: Q4 2023 in Review
21 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 30 Barrier ETF July (JULJ) for Q4 2023, worth a combined $16.8M — up 7.5% from $15.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JULJ positions and 0 closed out — a net gain of 8 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $350K. The largest seller was Bullseye Investment Management, cutting an estimated $596K.
- 21 institutional investors held Innovator Premium Income 30 Barrier ETF July (JULJ) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $16.8M of Innovator Premium Income 30 Barrier ETF July stock for Q4 2023, up 7.5% quarter-over-quarter.
- 8 funds opened new Innovator Premium Income 30 Barrier ETF July positions in Q4 2023 and 0 closed out, a net change of +8 holders.
- The largest Innovator Premium Income 30 Barrier ETF July buyer in Q4 2023 was Old Mission Capital, an estimated $350K added.
- The largest Innovator Premium Income 30 Barrier ETF July seller in Q4 2023 was Bullseye Investment Management, an estimated $596K sold.
Based on aggregated 13F filings for Q4 2023.