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Innovator Premium Income 30 Barrier ETF July
JULJ

Overview Fund Activity

20 hedge funds and large institutions have $15.2M 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 0 closing their positions.

Holders
20
Holders Change
+8
Holders Change %
+66.67%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
4
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$349K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$220K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$218K
4
KWM
4
KFG Wealth Management
Indiana
$712K
5
IA
5
IFP Advisors
Florida
$134K

Top Sellers

1
BIM
1
Bullseye Investment Management
Ohio
$4.08M
2
BCM
2
Brookstone Capital Management
Illinois
$3.36M
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$1.42M
4
WIA
4
World Investment Advisors
California
$719K
5
KAS
5
Kestra Advisory Services
Texas
$997K
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
1
Bullseye Investment Management
Ohio
$4.08M 163,702 -23,855 -13%
BCM
2
Brookstone Capital Management
Illinois
$3.36M 134,826 -8,443 -6%
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$1.42M 55,949 -3,526 -6%
KAS
4
Kestra Advisory Services
Texas
$997K 40,058 -61 -0.2%
PS
5
Principal Securities
Iowa
$821K 32,980 +32,980 New
WIA
6
World Investment Advisors
California
$719K 28,400 -1,804 -6%
KWM
7
KFG Wealth Management
Indiana
$712K 28,579 +7,567 +36%
ZIMP
8
Zimmermann Investment Management & Planning
Pennsylvania
$702K 28,194 +728 +3%
SWA
9
Stratos Wealth Advisors
Ohio
$576K 23,140 +318 +1%
AWS
10
Atria Wealth Solutions
New York
$514K 20,631 – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$351K 14,076 +90 +0.6%
OMC
12
Old Mission Capital
Illinois
$349K 13,998 +13,998 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$220K 8,844 +8,844 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$218K 8,740 +8,740 New
IA
15
IFP Advisors
Florida
$134K 5,395 +5,395 New
OCM
16
Orion Capital Management
California
$23K 925 +925 New
Osaic Holdings
17
Osaic Holdings
Arizona
$15.6K 625 +625 New
HI
18
Harbour Investments
Wisconsin
$11K 440 – –
SS
19
Sunbelt Securities
Texas
$9.46K 380 – –
HNB
20
Huntington National Bank
Ohio
– – – –
UBS Group
21
UBS Group
Switzerland
$1.12K 45 +45 New
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –