Innovator Premium Income 40 Barrier ETF July
JULQ
JULQ was delisted on the 1st of July, 2025.
11 hedge funds and large institutions have $4.97M invested in Innovator Premium Income 40 Barrier ETF July in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
7% more capital invested
Capital invested by funds: $4.63M → $4.97M (+$336K)
4.19% more ownership
Funds ownership: 56.34% → 60.52% (+4.2%)
8% less funds holding
Funds holding: 12 → 11 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$292K |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$41K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$36.8K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.59K |
| 5 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
+$4.31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$22.1K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $931K | +$6.59K | +263 | +0.7% |
|
|
MFG
2
MTM Financial Group
Bethlehem,
Pennsylvania
| $886K | +$4.31K | +172 | +0.5% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $784K | +$292K | +11,670 | +59% |
|
|
WIA
4
World Investment Advisors
Santa Barbara,
California
| $747K | +$626 | +25 | +0.1% |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $650K | +$2.15K | +86 | +0.3% |
|
|
CA
6
CoreCap Advisors
Southfield,
Michigan
| $310K | +$41K | +1,637 | +15% |
|
|
BCM
7
Brookstone Capital Management
Wheaton,
Illinois
| $239K | +$36.8K | +1,468 | +18% |
|
|
TC
8
TownSquare Capital
Provo,
Utah
| $204K | +$250 | +10 | +0.1% |
|
|
SIS
9
Sound Income Strategies
Ft Lauderdale,
Florida
| $202K | – | – | – |
|
|
SS
10
Sunbelt Securities
Houston,
Texas
| $12.1K | +$150 | +6 | +1% |
|
|
11
UBS Group
Zurich,
Switzerland
| $3.86K | -$22.1K | -883 | -85% |
|
|
HI
12
Harbour Investments
Madison,
Wisconsin
| – | -$16K | -640 | Closed |
|
JULQ Hedge Fund Activity: Q4 2024 in Review
11 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 40 Barrier ETF July (JULQ) for Q4 2024, worth a combined $4.97M — up 7.2% from $4.63M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of JULQ and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 9 added.
The largest buyer was Old Mission Capital, adding an estimated $292K. The largest seller was UBS Group, cutting an estimated $22.1K.
- 11 institutional investors held Innovator Premium Income 40 Barrier ETF July (JULQ) as of Q4 2024, down from 12 in Q3 2024.
- Funds reported $4.97M of Innovator Premium Income 40 Barrier ETF July stock for Q4 2024, up 7.2% quarter-over-quarter.
- 0 funds opened new Innovator Premium Income 40 Barrier ETF July positions in Q4 2024 and 1 closed out, a net change of -1 holder.
- The largest Innovator Premium Income 40 Barrier ETF July buyer in Q4 2024 was Old Mission Capital, an estimated $292K added.
- The largest Innovator Premium Income 40 Barrier ETF July seller in Q4 2024 was UBS Group, an estimated $22.1K sold.
Based on aggregated 13F filings for Q4 2024.