Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
37 hedge funds and large institutions have $48.5M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 0 closing their positions.
260% more capital invested
Capital invested by funds: $13.5M → $48.5M (+$35M)
118% more funds holding
Funds holding: 17 → 37 (+20)
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
9.42% less ownership
Funds ownership: 77.75% → 68.33% (-9.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
+$13.9M |
| 2 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
+$5.42M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.04M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.42M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$315K |
| 2 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$154K |
| 3 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$59.3K |
| 4 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$49K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $243K | – | – | – |
|
|
SAG
27
SageView Advisory Group
Newport Beach,
California
| $239K | +$231K | +8,265 | New |
|
|
GTAM
28
Global Trust Asset Management
West Palm Beach,
Florida
| $238K | +$230K | +8,210 | New |
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $230K | +$222K | +7,929 | New |
|
|
CPIG
30
Chicago Partners Investment Group
Chicago,
Illinois
| $227K | -$154K | -5,488 | -41% |
|
|
CAN
31
Cetera Advisor Networks
El Segundo,
California
| $214K | – | – | – |
|
|
GSIAS
32
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $203K | +$196K | +7,000 | New |
|
|
BBPWM
33
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $163K | +$155K | +5,540 | +5,540% |
|
|
PIAS
34
PCA Investment Advisory Services
Cincinnati,
Ohio
| $22K | +$21.3K | +760 | New |
|
|
AF
35
Allworth Financial
Folsom,
California
| $9.3K | +$8.99K | +321 | New |
|
36
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | +$5.77K | +206 | New |
|
37
UBS Group
Zurich,
Switzerland
| $3.65K | +$3.53K | +126 | New |
|
XBAP Hedge Fund Activity: Q2 2023 in Review
37 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) for Q2 2023, worth a combined $48.5M — up 260% from $13.5M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new XBAP positions and 0 closed out — a net gain of 20 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was First Commonwealth Financial Corp, opening a new position worth an estimated $13.9M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $315K.
- 37 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) as of Q2 2023, up from 17 in Q1 2023.
- Funds reported $48.5M of Innovator US Equity Accelerated 9 Buffer ETF April stock for Q2 2023, up 260% quarter-over-quarter.
- 20 funds opened new Innovator US Equity Accelerated 9 Buffer ETF April positions in Q2 2023 and 0 closed out, a net change of +20 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF April buyer in Q2 2023 was First Commonwealth Financial Corp, an estimated $13.9M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF April seller in Q2 2023 was Arkadios Wealth Advisors, an estimated $315K sold.
Based on aggregated 13F filings for Q2 2023.