Innovator Premium Income 30 Barrier ETF July
JULJ
22 hedge funds and large institutions have $18.6M invested in Innovator Premium Income 30 Barrier ETF July in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
11% more capital invested
Capital invested by funds: $16.8M → $18.6M (+$1.77M)
10.06% more ownership
Funds ownership: 62.29% → 72.35% (+10%)
5% more funds holding
Funds holding: 21 → 22 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$1.96M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.81M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$250K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$218K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$87.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.81M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$349K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$134K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$100K |
| 5 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
-$72.5K |
JULJ Hedge Fund Activity: Q1 2024 in Review
22 of the 6,960 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 30 Barrier ETF July (JULJ) for Q1 2024, worth a combined $18.6M — up 11% from $16.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JULJ positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Bullseye Investment Management, adding an estimated $1.96M. The largest seller was Brookstone Capital Management, cutting an estimated $1.81M.
- 22 institutional investors held Innovator Premium Income 30 Barrier ETF July (JULJ) as of Q1 2024, up from 21 in Q4 2023.
- Funds reported $18.6M of Innovator Premium Income 30 Barrier ETF July stock for Q1 2024, up 11% quarter-over-quarter.
- 3 funds opened new Innovator Premium Income 30 Barrier ETF July positions in Q1 2024 and 2 closed out, a net change of +1 holder.
- The largest Innovator Premium Income 30 Barrier ETF July buyer in Q1 2024 was Bullseye Investment Management, an estimated $1.96M added.
- The largest Innovator Premium Income 30 Barrier ETF July seller in Q1 2024 was Brookstone Capital Management, an estimated $1.81M sold.
Based on aggregated 13F filings for Q1 2024.