Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
32 hedge funds and large institutions have $52.1M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.
7% more capital invested
Capital invested by funds: $48.5M → $52.1M (+$3.6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.37% less ownership
Funds ownership: 68.33% → 67.96% (-0.37%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
14% less funds holding
Funds holding: 37 → 32 (-5)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.94M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.05M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$873K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$635K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$402K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.43M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$415K |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$239K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$230K |
| 5 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
-$105K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
William Blair & Company
Chicago,
Illinois
| $248K | – | – | – |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $247K | – | – | – |
|
|
GTAM
28
Global Trust Asset Management
West Palm Beach,
Florida
| $237K | – | – | – |
|
|
CPIG
29
Chicago Partners Investment Group
Chicago,
Illinois
| $223K | – | – | – |
|
|
GSIAS
30
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $202K | – | – | – |
|
|
BBPWM
31
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $163K | – | – | – |
|
|
AF
32
Allworth Financial
Folsom,
California
| $9.28K | – | – | – |
|
|
33
Wolverine Trading
Chicago,
Illinois
| – | -$415K | -14,385 | Closed |
|
|
SAG
34
SageView Advisory Group
Newport Beach,
California
| – | -$239K | -8,265 | Closed |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$230K | -7,929 | Closed |
|
|
PIAS
36
PCA Investment Advisory Services
Cincinnati,
Ohio
| – | -$22K | -760 | Closed |
|
37
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$6K | -206 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$3.65K | -126 | Closed |
|
XBAP Hedge Fund Activity: Q3 2023 in Review
32 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) for Q3 2023, worth a combined $52.1M — up 7.4% from $48.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of XBAP and 2 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 8 added.
The largest buyer was Cetera Advisor Networks, adding an estimated $2.94M. The largest seller was WealthPLAN Partners, cutting an estimated $1.43M.
- 32 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) as of Q3 2023, down from 37 in Q2 2023.
- Funds reported $52.1M of Innovator US Equity Accelerated 9 Buffer ETF April stock for Q3 2023, up 7.4% quarter-over-quarter.
- 2 funds opened new Innovator US Equity Accelerated 9 Buffer ETF April positions in Q3 2023 and 6 closed out, a net change of -4 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF April buyer in Q3 2023 was Cetera Advisor Networks, an estimated $2.94M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF April seller in Q3 2023 was WealthPLAN Partners, an estimated $1.43M sold.
Based on aggregated 13F filings for Q3 2023.