Innovator Premium Income 20 Barrier ETF October
OCTH
18 hedge funds and large institutions have $12.2M invested in Innovator Premium Income 20 Barrier ETF October in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
13% more funds holding
Funds holding: 16 → 18 (+2)
2.1% less ownership
Funds ownership: 68.75% → 66.65% (-2.1%)
8% less capital invested
Capital invested by funds: $13.3M → $12.2M (-$1.06M)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$372K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$371K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$312K |
| 4 |
SRA
Secured Retirement Advisors
St Louis Park,
Minnesota
|
+$237K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$93.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$689K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$682K |
| 3 |
PHWM
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
-$264K |
| 4 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$262K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$170K |
OCTH Hedge Fund Activity: Q2 2024 in Review
18 of the 6,937 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF October (OCTH) for Q2 2024, worth a combined $12.2M — down 8% from $13.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OCTH positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 7 trimmed.
The largest buyer was Mid-American Wealth Advisory Group, opening a new position worth an estimated $372K. The largest seller was Bullseye Investment Management, cutting an estimated $689K.
- 18 institutional investors held Innovator Premium Income 20 Barrier ETF October (OCTH) as of Q2 2024, up from 16 in Q1 2024.
- Funds reported $12.2M of Innovator Premium Income 20 Barrier ETF October stock for Q2 2024, down 8% quarter-over-quarter.
- 3 funds opened new Innovator Premium Income 20 Barrier ETF October positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest Innovator Premium Income 20 Barrier ETF October buyer in Q2 2024 was Mid-American Wealth Advisory Group, an estimated $372K added.
- The largest Innovator Premium Income 20 Barrier ETF October seller in Q2 2024 was Bullseye Investment Management, an estimated $689K sold.
Based on aggregated 13F filings for Q2 2024.