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Innovator US Equity Accelerated 9 Buffer ETF April

45 hedge funds and large institutions have $63.7M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

36% more funds holding

Funds holding: 3345 (+12)

4% more capital invested

Capital invested by funds: $61M → $63.7M (+$2.71M)

14.72% less ownership

Funds ownership: 85.62%70.9% (-15%)

Holders
45
Holders Change
+12
Holders Change %
+36.36%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
15
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
26
DHJJ Financial Advisors
Illinois
$402K +$55.3K +1,760 +16%
BFWM
27
Bright Futures Wealth Management
New York
$342K +$1.98K +63 +0.6%
CW
28
CreativeOne Wealth
Kansas
$342K +$333K +10,608 New
William Blair & Company
29
William Blair & Company
Illinois
$277K
GTAM
30
Global Trust Asset Management
Florida
$265K
SFP
31
Sterling Financial Planning
New Jersey
$259K +$251K +8,008 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$252K -$18.8K -600 -7%
CFS
33
CRA Financial Services
New Jersey
$248K +$242K +7,695 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$236K +$230K +7,336 New
JSL
35
JT Stratford LLC
Georgia
$223K +$14.4K +458 +7%
SS
36
Sunbelt Securities
Texas
$210K +$43.8K +1,396 +27%
CA
37
CoreCap Advisors
Michigan
$185K +$147K +4,696 +451%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$179K -$3.14K -100 -2%
JP Morgan Chase
39
JP Morgan Chase
New York
$54.8K +$53.3K +1,698 New
WCAMG
40
Woodard & Company Asset Management Group
North Carolina
$43.6K +$42.4K +1,350 New
SPIA
41
Steward Partners Investment Advisory
New York
$24.4K +$23.7K +755 New
FNWA
42
Financial Network Wealth Advisors
Utah
$23.3K +$22.6K +721 New
UBS Group
43
UBS Group
Switzerland
$19.6K +$19K +606 New
CPA
44
Clear Point Advisors
New York
$12.9K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.12K +163 New
ACM
46
Arlington Capital Management
Illinois
-$818K -26,171 Closed
CPIG
47
Chicago Partners Investment Group
Illinois
-$232K -7,562 Closed

XBAP Hedge Fund Activity: Q2 2024 in Review

45 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) for Q2 2024, worth a combined $63.7M — up 4.4% from $61M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XBAP positions and 2 closed out — a net gain of 14 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Crosspoint Financial, opening a new position worth an estimated $11.3M. The largest seller was First Commonwealth Financial Corp, cutting an estimated $5.51M.

  • 45 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) as of Q2 2024, up from 33 in Q1 2024.
  • Funds reported $63.7M of Innovator US Equity Accelerated 9 Buffer ETF April stock for Q2 2024, up 4.4% quarter-over-quarter.
  • 16 funds opened new Innovator US Equity Accelerated 9 Buffer ETF April positions in Q2 2024 and 2 closed out, a net change of +14 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April buyer in Q2 2024 was Crosspoint Financial, an estimated $11.3M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April seller in Q2 2024 was First Commonwealth Financial Corp, an estimated $5.51M sold.

Based on aggregated 13F filings for Q2 2024.