We are live on ! Find out more
JULJ icon

Innovator Premium Income 30 Barrier ETF July

21 hedge funds and large institutions have $17.4M invested in Innovator Premium Income 30 Barrier ETF July in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.88% less ownership

Funds ownership: 72.35%71.47% (-0.88%)

5% less funds holding

Funds holding: 2221 (-1)

6% less capital invested

Capital invested by funds: $18.6M → $17.4M (-$1.12M)

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
11
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1
Bullseye Investment Management
Ohio
$5M -$1.04M -41,700 -17%
FIA
2
Foundations Investment Advisors
Arizona
$2.08M +$293K +11,705 +16%
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$1.52M +$91.3K +3,644 +6%
MFG
4
MTM Financial Group
Pennsylvania
$1.5M +$10.3K +410 +0.7%
OMC
5
Old Mission Capital
Illinois
$1.42M +$1.43M +56,979 New
BCM
6
Brookstone Capital Management
Illinois
$1.14M -$427K -17,056 -27%
KAS
7
Kestra Advisory Services
Texas
$932K -$16.7K -666 -2%
WIA
8
World Investment Advisors
California
$793K +$1.13K +45 +0.1%
KWM
9
KFG Wealth Management
Indiana
$715K +$2.65K +106 +0.4%
ZIMP
10
Zimmermann Investment Management & Planning
Pennsylvania
$670K -$8.72K -348 -1%
SWA
11
Stratos Wealth Advisors
Ohio
$572K +$8.14K +325 +1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$307K +$44.3K +1,768 +17%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$271K +$23.2K +925 +9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$254K +$3.26K +130 +1%
CA
15
CoreCap Advisors
Michigan
$179K -$37.7K -1,505 -17%
FNWA
16
Financial Network Wealth Advisors
Utah
$37.3K +$37.6K +1,500 New
OCM
17
Orion Capital Management
California
$23K
Osaic Holdings
18
Osaic Holdings
Arizona
$15.7K +$100 +4 +0.6%
SS
19
Sunbelt Securities
Texas
$14.4K +$5.01K +200 +53%
HI
20
Harbour Investments
Wisconsin
$10.9K
UBS Group
21
UBS Group
Switzerland
$323 -$1.2K -48 -79%
PS
22
Principal Securities
Iowa
-$826K -32,980 Closed
AWS
23
Atria Wealth Solutions
New York
-$454K -18,231 Closed

JULJ Hedge Fund Activity: Q2 2024 in Review

21 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 30 Barrier ETF July (JULJ) for Q2 2024, worth a combined $17.4M — down 6% from $18.6M a quarter earlier.

Fund positioning in JULJ was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 6 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.43M. The largest seller was Bullseye Investment Management, cutting an estimated $1.04M.

  • 21 institutional investors held Innovator Premium Income 30 Barrier ETF July (JULJ) as of Q2 2024, down from 22 in Q1 2024.
  • Funds reported $17.4M of Innovator Premium Income 30 Barrier ETF July stock for Q2 2024, down 6% quarter-over-quarter.
  • 2 funds opened new Innovator Premium Income 30 Barrier ETF July positions in Q2 2024 and 2 closed out, a net change of 0 holders.
  • The largest Innovator Premium Income 30 Barrier ETF July buyer in Q2 2024 was Old Mission Capital, an estimated $1.43M added.
  • The largest Innovator Premium Income 30 Barrier ETF July seller in Q2 2024 was Bullseye Investment Management, an estimated $1.04M sold.

Based on aggregated 13F filings for Q2 2024.