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Innovator US Equity Accelerated 9 Buffer ETF April

45 hedge funds and large institutions have $64.5M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.63% more ownership

Funds ownership: 70.9%73.53% (+2.6%)

1% more capital invested

Capital invested by funds: $63.7M → $64.5M (+$833K)

0% more funds holding

Funds holding: 4545 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
10
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFWM
26
Bright Futures Wealth Management
New York
$377K +$16.6K +510 +5%
CW
27
CreativeOne Wealth
Kansas
$354K
William Blair & Company
28
William Blair & Company
Illinois
$286K
GTAM
29
Global Trust Asset Management
Florida
$274K
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$272K +$261K +7,999 +4,907%
SFP
31
Sterling Financial Planning
New Jersey
$258K -$8.58K -263 -3%
CFS
32
CRA Financial Services
New Jersey
$257K
JSL
33
JT Stratford LLC
Georgia
$230K
SS
34
Sunbelt Securities
Texas
$217K -$653 -20 -0.3%
AWM
35
Apollon Wealth Management
South Carolina
$200K +$196K +6,000 New
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$172K -$13.1K -400 -7%
JP Morgan Chase
37
JP Morgan Chase
New York
$54.5K -$2.12K -65 -4%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$32K -$208K -6,386 -87%
WCAMG
39
Woodard & Company Asset Management Group
North Carolina
$28.4K -$16.3K -500 -37%
CA
40
CoreCap Advisors
Michigan
$27.5K -$160K -4,912 -86%
SPIA
41
Steward Partners Investment Advisory
New York
$26.9K +$1.67K +51 +7%
FNWA
42
Financial Network Wealth Advisors
Utah
$24.1K
CPA
43
Clear Point Advisors
New York
$13.3K
UBS Group
44
UBS Group
Switzerland
$8.51K -$11.5K -351 -58%
Barclays
45
Barclays
United Kingdom
$67 +$65 +2 New
OMC
46
Old Mission Capital
Illinois
-$2.35M -72,687 Closed
AWS
47
Atria Wealth Solutions
New York
-$600K -18,600 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$437K -13,535 Closed
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
-$252K -7,800 Closed

XBAP Hedge Fund Activity: Q3 2024 in Review

45 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) for Q3 2024, worth a combined $64.5M — up 1.3% from $63.7M a quarter earlier.

Fund positioning in XBAP was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 19 trimmed.

The largest buyer was IFP Advisors, opening a new position worth an estimated $669K. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.35M sold.

  • 45 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $64.5M of Innovator US Equity Accelerated 9 Buffer ETF April stock for Q3 2024, up 1.3% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Accelerated 9 Buffer ETF April positions in Q3 2024 and 4 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April buyer in Q3 2024 was IFP Advisors, an estimated $669K added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April seller in Q3 2024 was Old Mission Capital, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2024.