Innovator Premium Income 30 Barrier ETF July
JULJ
17 hedge funds and large institutions have $13.7M invested in Innovator Premium Income 30 Barrier ETF July in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
6.02% less ownership
Funds ownership: 66.85% → 60.83% (-6%)
14% less capital invested
Capital invested by funds: $15.9M → $13.7M (-$2.21M)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$852K |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$808K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$450K |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$128K |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$37.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$3.39M |
| 2 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$839K |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$145K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$48.6K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$39.8K |
JULJ Hedge Fund Activity: Q4 2024 in Review
17 of the 7,609 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 30 Barrier ETF July (JULJ) for Q4 2024, worth a combined $13.7M — down 14% from $15.9M a quarter earlier.
Fund positioning in JULJ was balanced in Q4 2024: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 7 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $852K. The largest seller was Bullseye Investment Management, cutting an estimated $3.39M.
- 17 institutional investors held Innovator Premium Income 30 Barrier ETF July (JULJ) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $13.7M of Innovator Premium Income 30 Barrier ETF July stock for Q4 2024, down 14% quarter-over-quarter.
- 3 funds opened new Innovator Premium Income 30 Barrier ETF July positions in Q4 2024 and 3 closed out, a net change of 0 holders.
- The largest Innovator Premium Income 30 Barrier ETF July buyer in Q4 2024 was Old Mission Capital, an estimated $852K added.
- The largest Innovator Premium Income 30 Barrier ETF July seller in Q4 2024 was Bullseye Investment Management, an estimated $3.39M sold.
Based on aggregated 13F filings for Q4 2024.