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Innovator Premium Income 30 Barrier ETF October

17 hedge funds and large institutions have $15.4M invested in Innovator Premium Income 30 Barrier ETF October in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

3% more capital invested

Capital invested by funds: $15M → $15.4M (+$395K)

5.99% less ownership

Funds ownership: 74.04%68.05% (-6%)

11% less funds holding

Funds holding: 1917 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1
Bullseye Investment Management
Ohio
$4.61M +$1.78M +74,152 +62%
OWA
2
Outlook Wealth Advisors
Texas
$2.83M -$152K -6,347 -5%
HI
3
Harbour Investments
Wisconsin
$2.02M +$487K +20,289 +32%
BCM
4
Brookstone Capital Management
Illinois
$1.5M +$140K +5,850 +10%
MFG
5
MTM Financial Group
Pennsylvania
$1.39M +$67.5K +2,810 +5%
KWM
6
KFG Wealth Management
Indiana
$557K +$30.1K +1,254 +6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$505K -$150K -6,259 -23%
TF
8
Trek Financial
Arizona
$439K
SPIA
9
Steward Partners Investment Advisory
New York
$415K -$672 -28 -0.2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$386K +$8.16K +340 +2%
MFG
11
Merit Financial Group
Georgia
$351K +$353K +14,713 New
APW
12
Atlantic Private Wealth
North Carolina
$99.5K
SS
13
Sunbelt Securities
Texas
$81.1K -$32.3K -1,345 -29%
PS
14
Principal Securities
Iowa
$80.5K +$81K +3,373 New
CA
15
CoreCap Advisors
Michigan
$78.7K -$4.32K -180 -5%
AIC
16
Archer Investment Corporation
Indiana
$65.6K
CFD
17
Creative Financial Designs
Indiana
$19.1K
HNB
18
Huntington National Bank
Ohio
$3.7K
OMC
19
Old Mission Capital
Illinois
-$1.04M -43,462 Closed
ZIMP
20
Zimmermann Investment Management & Planning
Pennsylvania
-$436K -18,260 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$382K -16,013 Closed
Wolverine Trading
22
Wolverine Trading
Illinois
-$334K -13,755 Closed

OCTJ Hedge Fund Activity: Q4 2024 in Review

17 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 30 Barrier ETF October (OCTJ) for Q4 2024, worth a combined $15.4M — up 2.6% from $15M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of OCTJ and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Bullseye Investment Management, adding an estimated $1.78M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.04M sold.

  • 17 institutional investors held Innovator Premium Income 30 Barrier ETF October (OCTJ) as of Q4 2024, down from 19 in Q3 2024.
  • Funds reported $15.4M of Innovator Premium Income 30 Barrier ETF October stock for Q4 2024, up 2.6% quarter-over-quarter.
  • 2 funds opened new Innovator Premium Income 30 Barrier ETF October positions in Q4 2024 and 4 closed out, a net change of -2 holders.
  • The largest Innovator Premium Income 30 Barrier ETF October buyer in Q4 2024 was Bullseye Investment Management, an estimated $1.78M added.
  • The largest Innovator Premium Income 30 Barrier ETF October seller in Q4 2024 was Old Mission Capital, an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2024.