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Innovator US Equity Accelerated 9 Buffer ETF April

43 hedge funds and large institutions have $55.6M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 4543 (-2)

12.11% less ownership

Funds ownership: 73.53%61.42% (-12%)

14% less capital invested

Capital invested by funds: $64.5M → $55.6M (-$8.95M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
10
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IMG Wealth Management
Florida
$325K +$322K +9,530 New
William Blair & Company
27
William Blair & Company
Illinois
$293K
GTAM
28
Global Trust Asset Management
Florida
$280K
SFP
29
Sterling Financial Planning
New Jersey
$264K
CFS
30
CRA Financial Services
New Jersey
$262K
JSL
31
JT Stratford LLC
Georgia
$235K
SS
32
Sunbelt Securities
Texas
$222K
AWM
33
Apollon Wealth Management
South Carolina
$205K
JP Morgan Chase
34
JP Morgan Chase
New York
$200K +$143K +4,222 +259%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$175K -$406 -12 -0.2%
AWM
36
AE Wealth Management
Kansas
$137K +$136K +4,011 New
Barclays
37
Barclays
United Kingdom
$48.5K +$48K +1,419 +70,950%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$32K
SPIA
39
Steward Partners Investment Advisory
New York
$27.5K -$34 -1 -0.1%
FNWA
40
Financial Network Wealth Advisors
Utah
$24.6K
WCAMG
41
Woodard & Company Asset Management Group
North Carolina
$23.9K -$5.07K -150 -18%
LC
42
Luminist Capital
Michigan
$5.93K +$5.88K +174 New
AG
43
AmeriFlex Group
Nevada
$3.94K +$3.85K +114 New
ACM
44
Andina Capital Management
Utah
-$2.42M -72,470 Closed
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
-$816K -24,462 Closed
SFA
46
Sequoia Financial Advisors
Ohio
-$440K -13,196 Closed
CA
47
CoreCap Advisors
Michigan
-$27.5K -825 Closed
CPA
48
Clear Point Advisors
New York
-$13.3K -400 Closed
UBS Group
49
UBS Group
Switzerland
-$8.51K -255 Closed

XBAP Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) for Q4 2024, worth a combined $55.6M — down 14% from $64.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XBAP and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 10 added.

The largest buyer was Millington Financial Advisors, adding an estimated $4.64M. The largest seller was Andina Capital Management, exiting entirely with an estimated $2.42M sold.

  • 43 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) as of Q4 2024, down from 45 in Q3 2024.
  • Funds reported $55.6M of Innovator US Equity Accelerated 9 Buffer ETF April stock for Q4 2024, down 14% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF April positions in Q4 2024 and 6 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April buyer in Q4 2024 was Millington Financial Advisors, an estimated $4.64M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April seller in Q4 2024 was Andina Capital Management, an estimated $2.42M sold.

Based on aggregated 13F filings for Q4 2024.