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Innovator Premium Income 20 Barrier ETF October
OCTH

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
Mid-American Wealth Advisory Group
Missouri
$368K
2
HI
Harbour Investments
Wisconsin
$781K
3
AF
Allworth Financial
California
$309K
4
SRA
Secured Retirement Advisors
Minnesota
$234K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$547K

Top Sellers

1
BIM
Bullseye Investment Management
Ohio
$2.93M
2
OMC
Old Mission Capital
Illinois
$0
3
PHWM
Pine Harbor Wealth Management
Maryland
$273K
4
TF
Trek Financial
Arizona
$1.56M
5
AWS
Atria Wealth Solutions
New York
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
1
Bullseye Investment Management
Ohio
$2.93M -$684K -28,362 -19%
TF
2
Trek Financial
Arizona
$1.56M -$259K -10,764 -14%
BCM
3
Brookstone Capital Management
Illinois
$1.45M -$17.8K -740 -1%
PS
4
Principal Securities
Iowa
$1.43M – – –
AWS
5
Atria Wealth Solutions
New York
$1.34M -$168K -7,006 -11%
HI
6
Harbour Investments
Wisconsin
$781K +$367K +15,253 +89%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$547K +$92.7K +3,855 +20%
SS
8
Sunbelt Securities
Texas
$511K +$264 +11 +0.1%
MAWAG
9
Mid-American Wealth Advisory Group
Missouri
$368K +$368K +15,318 New
AF
10
Allworth Financial
California
$309K +$309K +12,817 New
PHWM
11
Pine Harbor Wealth Management
Maryland
$273K -$261K -10,850 -49%
SRA
12
Secured Retirement Advisors
Minnesota
$234K +$234K +9,744 New
OWA
13
Outlook Wealth Advisors
Texas
$226K -$11.1K -1,041 -5%
SPIA
14
Steward Partners Investment Advisory
New York
$136K -$7K -291 -5%
HIA
15
Harbor Investment Advisory
Maryland
$101K – – –
CFD
16
Creative Financial Designs
Indiana
$19.2K – – –
CA
17
CoreCap Advisors
Michigan
$7K +$4.5K +187 +180%
RIA
18
Realta Investment Advisors
Delaware
$4.33K – – –
OMC
19
Old Mission Capital
Illinois
– -$682K -28,230 Closed