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Innovator US Equity Accelerated 9 Buffer ETF April
XBAP

33 hedge funds and large institutions have $61M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.58% more ownership

Funds ownership: 68.04% → 85.62% (+18%)

16% more capital invested

Capital invested by funds: $52.6M → $61M (+$8.36M)

6% less funds holding

Funds holding: 35 → 33 (-2)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
8
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.52M
2
CAN
Cetera Advisor Networks
California
+$4.97M
3
CA
Cetera Advisors
Colorado
+$4.91M
4
OMC
Old Mission Capital
Illinois
+$1.01M
5
JSL
JT Stratford LLC
Georgia
+$199K

Top Sellers

Rank Fund Capital Flow
1
MFA
Millington Financial Advisors
Illinois
-$5.29M
2
BCM
Brookstone Capital Management
Illinois
-$3.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.29M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.02M
5
WP
WealthPLAN Partners
Nebraska
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Snowden Capital Advisors
New York
$253K – – –
CPIG
27
Chicago Partners Investment Group
Illinois
$232K – – –
KAS
28
Kestra Advisory Services
Texas
$214K – – –
JSL
29
JT Stratford LLC
Georgia
$201K +$199K +6,444 New
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$176K – – –
SS
31
Sunbelt Securities
Texas
$160K -$239K -7,710 -60%
CA
32
CoreCap Advisors
Michigan
$32.5K +$32.2K +1,041 New
CPA
33
Clear Point Advisors
New York
$12.5K -$34K -1,100 -73%
WP
34
WealthPLAN Partners
Nebraska
– -$411K -13,427 Closed
AWA
35
Arkadios Wealth Advisors
Georgia
– -$394K -12,873 Closed
WIA
36
World Investment Advisors
California
– -$390K -12,743 Closed
CWG
37
Crown Wealth Group
North Carolina
– -$297K -9,703 Closed
UBS Group
38
UBS Group
Switzerland
– -$23K -752 Closed
AF
39
Allworth Financial
California
– -$9.81K -321 Closed
1
2

XBAP Hedge Fund Activity: Q1 2024 in Review

33 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) for Q1 2024, worth a combined $61M — up 16% from $52.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XBAP and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 8 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $8.52M. The largest seller was Millington Financial Advisors, cutting an estimated $5.29M.

  • 33 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) as of Q1 2024, down from 35 in Q4 2023.
  • Funds reported $61M of Innovator US Equity Accelerated 9 Buffer ETF April stock for Q1 2024, up 16% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Accelerated 9 Buffer ETF April positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April buyer in Q1 2024 was Cetera Investment Advisers, an estimated $8.52M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April seller in Q1 2024 was Millington Financial Advisors, an estimated $5.29M sold.

Based on aggregated 13F filings for Q1 2024.