Innovator Premium Income 40 Barrier ETF July
JULQ
JULQ was delisted on the 1st of July, 2025.
12 hedge funds and large institutions have $4.63M invested in Innovator Premium Income 40 Barrier ETF July in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
20% more funds holding
Funds holding: 10 → 12 (+2)
5% more capital invested
Capital invested by funds: $4.41M → $4.63M (+$223K)
2.44% more ownership
Funds ownership: 53.9% → 56.34% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
+$234K |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$204K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$203K |
| 4 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$203K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$153K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$823K |
| 2 |
FNWA
Financial Network Wealth Advisors
Murray,
Utah
|
-$24.8K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$13.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$10.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $926K | -$13.7K | -550 | -1% |
|
|
MFG
2
MTM Financial Group
Bethlehem,
Pennsylvania
| $884K | +$234K | +9,364 | +36% |
|
|
WIA
3
World Investment Advisors
Santa Barbara,
California
| $747K | +$153K | +6,123 | +26% |
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $649K | +$23K | +921 | +4% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $495K | -$823K | -32,986 | -62% |
|
|
CA
6
CoreCap Advisors
Southfield,
Michigan
| $270K | +$53.6K | +2,149 | +25% |
|
|
TC
7
TownSquare Capital
Provo,
Utah
| $204K | +$204K | +8,179 | New |
|
|
BCM
8
Brookstone Capital Management
Wheaton,
Illinois
| $203K | +$203K | +8,132 | New |
|
|
SIS
9
Sound Income Strategies
Ft Lauderdale,
Florida
| $202K | +$203K | +8,116 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $25.9K | -$10.4K | -416 | -29% |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $16K | – | – | – |
|
|
SS
12
Sunbelt Securities
Houston,
Texas
| $11.9K | +$175 | +7 | +1% |
|
|
FNWA
13
Financial Network Wealth Advisors
Murray,
Utah
| – | -$24.8K | -1,000 | Closed |
|
JULQ Hedge Fund Activity: Q3 2024 in Review
12 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 40 Barrier ETF July (JULQ) for Q3 2024, worth a combined $4.63M — up 5% from $4.41M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JULQ positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was MTM Financial Group, adding an estimated $234K. The largest seller was Old Mission Capital, cutting an estimated $823K.
- 12 institutional investors held Innovator Premium Income 40 Barrier ETF July (JULQ) as of Q3 2024, up from 10 in Q2 2024.
- Funds reported $4.63M of Innovator Premium Income 40 Barrier ETF July stock for Q3 2024, up 5% quarter-over-quarter.
- 3 funds opened new Innovator Premium Income 40 Barrier ETF July positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest Innovator Premium Income 40 Barrier ETF July buyer in Q3 2024 was MTM Financial Group, an estimated $234K added.
- The largest Innovator Premium Income 40 Barrier ETF July seller in Q3 2024 was Old Mission Capital, an estimated $823K sold.
Based on aggregated 13F filings for Q3 2024.