Innovator Premium Income 30 Barrier ETF July
JULJ
17 hedge funds and large institutions have $15.9M invested in Innovator Premium Income 30 Barrier ETF July in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 5 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
4.62% less ownership
Funds ownership: 71.47% → 66.85% (-4.6%)
9% less capital invested
Capital invested by funds: $17.4M → $15.9M (-$1.57M)
19% less funds holding
Funds holding: 21 → 17 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$992K |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$800K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$246K |
| 4 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
+$225K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$171K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$2.08M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.42M |
| 3 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$746K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$39.9K |
| 5 |
FNWA
Financial Network Wealth Advisors
Murray,
Utah
|
-$37.3K |
JULJ Hedge Fund Activity: Q3 2024 in Review
17 of the 6,980 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 30 Barrier ETF July (JULJ) for Q3 2024, worth a combined $15.9M — down 9% from $17.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JULJ and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 12 added.
The largest buyer was World Investment Advisors, adding an estimated $992K. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $2.08M sold.
- 17 institutional investors held Innovator Premium Income 30 Barrier ETF July (JULJ) as of Q3 2024, down from 21 in Q2 2024.
- Funds reported $15.9M of Innovator Premium Income 30 Barrier ETF July stock for Q3 2024, down 9% quarter-over-quarter.
- 1 fund opened new Innovator Premium Income 30 Barrier ETF July positions in Q3 2024 and 5 closed out, a net change of -4 holders.
- The largest Innovator Premium Income 30 Barrier ETF July buyer in Q3 2024 was World Investment Advisors, an estimated $992K added.
- The largest Innovator Premium Income 30 Barrier ETF July seller in Q3 2024 was Foundations Investment Advisors, an estimated $2.08M sold.
Based on aggregated 13F filings for Q3 2024.