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Innovator Premium Income 30 Barrier ETF October

19 hedge funds and large institutions have $15M invested in Innovator Premium Income 30 Barrier ETF October in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

4.26% less ownership

Funds ownership: 78.3%74.04% (-4.3%)

20% less capital invested

Capital invested by funds: $18.8M → $15M (-$3.76M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1
Outlook Wealth Advisors
Texas
$2.98M +$1.18M +49,008 +64%
BIM
2
Bullseye Investment Management
Ohio
$2.85M -$129K -5,340 -4%
HI
3
Harbour Investments
Wisconsin
$1.54M +$279K +11,585 +22%
BCM
4
Brookstone Capital Management
Illinois
$1.36M +$9.59K +398 +0.7%
MFG
5
MTM Financial Group
Pennsylvania
$1.33M -$129K -5,359 -9%
OMC
6
Old Mission Capital
Illinois
$1.04M +$1.05M +43,462 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$654K -$22.9K -952 -3%
KWM
8
KFG Wealth Management
Indiana
$527K +$2.89K +120 +0.5%
TF
9
Trek Financial
Arizona
$439K
ZIMP
10
Zimmermann Investment Management & Planning
Pennsylvania
$436K -$82.7K -3,430 -16%
SPIA
11
Steward Partners Investment Advisory
New York
$416K -$10.8K -448 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$382K +$386K +16,013 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$378K +$5.13K +213 +1%
Wolverine Trading
14
Wolverine Trading
Illinois
$334K -$261K -10,813 -44%
SS
15
Sunbelt Securities
Texas
$112K -$10.4K -430 -8%
APW
16
Atlantic Private Wealth
North Carolina
$99.4K
CA
17
CoreCap Advisors
Michigan
$83K +$8.1K +336 +11%
AIC
18
Archer Investment Corporation
Indiana
$65.6K -$7.54K -313 -10%
CFD
19
Creative Financial Designs
Indiana
$19.1K
HNB
20
Huntington National Bank
Ohio
$3.7K
PS
21
Principal Securities
Iowa
-$3.47M -144,935 Closed
AWS
22
Atria Wealth Solutions
New York
-$212K -8,851 Closed

OCTJ Hedge Fund Activity: Q3 2024 in Review

19 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 30 Barrier ETF October (OCTJ) for Q3 2024, worth a combined $15M — down 20% from $18.8M a quarter earlier.

Fund positioning in OCTJ was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 8 trimmed.

The largest buyer was Outlook Wealth Advisors, adding an estimated $1.18M. The largest seller was Principal Securities, exiting entirely with an estimated $3.47M sold.

  • 19 institutional investors held Innovator Premium Income 30 Barrier ETF October (OCTJ) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $15M of Innovator Premium Income 30 Barrier ETF October stock for Q3 2024, down 20% quarter-over-quarter.
  • 2 funds opened new Innovator Premium Income 30 Barrier ETF October positions in Q3 2024 and 2 closed out, a net change of 0 holders.
  • The largest Innovator Premium Income 30 Barrier ETF October buyer in Q3 2024 was Outlook Wealth Advisors, an estimated $1.18M added.
  • The largest Innovator Premium Income 30 Barrier ETF October seller in Q3 2024 was Principal Securities, an estimated $3.47M sold.

Based on aggregated 13F filings for Q3 2024.