Innovator Premium Income 40 Barrier ETF July
JULQ
JULQ was delisted on the 1st of July, 2025.
9 hedge funds and large institutions have $3.7M invested in Innovator Premium Income 40 Barrier ETF July in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
5.37% less ownership
Funds ownership: 59.58% → 54.21% (-5.4%)
10% less funds holding
Funds holding: 10 → 9 (-1)
17% less capital invested
Capital invested by funds: $4.44M → $3.7M (-$742K)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$930K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$22K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$13.1K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$12K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$7.48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$926K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$486K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$225K |
| 4 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
-$42.5K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$31.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.6M | +$930K | +37,268 | +136% |
|
|
MFG
2
MTM Financial Group
Bethlehem,
Pennsylvania
| $825K | -$42.5K | -1,703 | -5% |
|
|
WIA
3
World Investment Advisors
Santa Barbara,
California
| $751K | -$31.8K | -1,274 | -4% |
|
|
BCM
4
Brookstone Capital Management
Wheaton,
Illinois
| $216K | +$13.1K | +525 | +6% |
|
|
SIS
5
Sound Income Strategies
Ft Lauderdale,
Florida
| $201K | – | – | – |
|
|
CA
6
CoreCap Advisors
Southfield,
Michigan
| $58.3K | -$225K | -9,004 | -79% |
|
|
7
UBS Group
Zurich,
Switzerland
| $23.6K | +$22K | +883 | +1,261% |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $12K | +$12K | +482 | New |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $7.44K | +$7.48K | +300 | New |
|
|
10
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$926K | -37,275 | Closed |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$486K | -19,555 | Closed |
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | -$7.45K | -300 | Closed |
|
JULQ Hedge Fund Activity: Q2 2025 in Review
9 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 40 Barrier ETF July (JULQ) for Q2 2025, worth a combined $3.7M — down 17% from $4.44M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JULQ and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Susquehanna International Group, adding an estimated $930K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $926K sold.
- 9 institutional investors held Innovator Premium Income 40 Barrier ETF July (JULQ) as of Q2 2025, down from 10 in Q1 2025.
- Funds reported $3.7M of Innovator Premium Income 40 Barrier ETF July stock for Q2 2025, down 17% quarter-over-quarter.
- 2 funds opened new Innovator Premium Income 40 Barrier ETF July positions in Q2 2025 and 3 closed out, a net change of -1 holder.
- The largest Innovator Premium Income 40 Barrier ETF July buyer in Q2 2025 was Susquehanna International Group, an estimated $930K added.
- The largest Innovator Premium Income 40 Barrier ETF July seller in Q2 2025 was Commonwealth Equity Services, an estimated $926K sold.
Based on aggregated 13F filings for Q2 2025.