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Innovator Premium Income 20 Barrier ETF October

19 hedge funds and large institutions have $11.1M invested in Innovator Premium Income 20 Barrier ETF October in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

6% more funds holding

Funds holding: 1819 (+1)

4.55% less ownership

Funds ownership: 66.65%62.1% (-4.6%)

9% less capital invested

Capital invested by funds: $12.2M → $11.1M (-$1.08M)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1
Bullseye Investment Management
Ohio
$2.39M -$546K -22,613 -19%
OWA
2
Outlook Wealth Advisors
Texas
$1.68M +$1.19M +49,238 +231%
TF
3
Trek Financial
Arizona
$1.55M
BCM
4
Brookstone Capital Management
Illinois
$1.44M +$4.91K +203 +0.3%
HI
5
Harbour Investments
Wisconsin
$962K +$189K +7,842 +24%
MAWAG
6
Mid-American Wealth Advisory Group
Missouri
$607K +$245K +10,134 +66%
SS
7
Sunbelt Securities
Texas
$486K -$20.7K -857 -4%
AWS
8
Atria Wealth Solutions
New York
$445K -$893K -36,944 -66%
AF
9
Allworth Financial
California
$303K -$2.66K -110 -0.9%
OMC
10
Old Mission Capital
Illinois
$303K +$307K +12,705 New
Wolverine Trading
11
Wolverine Trading
Illinois
$279K +$277K +11,475 New
PHWM
12
Pine Harbor Wealth Management
Maryland
$207K -$64.7K -2,679 -24%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$205K +$207K +8,576 New
SPIA
14
Steward Partners Investment Advisory
New York
$105K -$30.2K -1,251 -22%
HIA
15
Harbor Investment Advisory
Maryland
$100K
AWA
16
Authentikos Wealth Advisory
California
$51.5K +$52.1K +2,158 New
CFD
17
Creative Financial Designs
Indiana
$19.1K
CA
18
CoreCap Advisors
Michigan
$7.08K +$145 +6 +2%
UBS Group
19
UBS Group
Switzerland
$3.87K +$3.91K +162 New
HNB
20
Huntington National Bank
Ohio
$1.74K
PS
21
Principal Securities
Iowa
-$1.43M -59,503 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$547K -22,751 Closed
SRA
23
Secured Retirement Advisors
Minnesota
-$234K -9,744 Closed
RIA
24
Realta Investment Advisors
Delaware
-$4.33K -180 Closed

OCTH Hedge Fund Activity: Q3 2024 in Review

19 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF October (OCTH) for Q3 2024, worth a combined $11.1M — down 8.8% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OCTH positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Outlook Wealth Advisors, adding an estimated $1.19M. The largest seller was Principal Securities, exiting entirely with an estimated $1.43M sold.

  • 19 institutional investors held Innovator Premium Income 20 Barrier ETF October (OCTH) as of Q3 2024, up from 18 in Q2 2024.
  • Funds reported $11.1M of Innovator Premium Income 20 Barrier ETF October stock for Q3 2024, down 8.8% quarter-over-quarter.
  • 5 funds opened new Innovator Premium Income 20 Barrier ETF October positions in Q3 2024 and 4 closed out, a net change of +1 holder.
  • The largest Innovator Premium Income 20 Barrier ETF October buyer in Q3 2024 was Outlook Wealth Advisors, an estimated $1.19M added.
  • The largest Innovator Premium Income 20 Barrier ETF October seller in Q3 2024 was Principal Securities, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2024.