We are live on ! Find out more
XBAP icon

Innovator US Equity Accelerated 9 Buffer ETF April

17 hedge funds and large institutions have $13.5M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

64% more capital invested

Capital invested by funds: $8.21M → $13.5M (+$5.26M)

26.49% more ownership

Funds ownership: 51.25%77.75% (+26%)

21% more funds holding

Funds holding: 1417 (+3)

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$2.8M +$2.67M +101,124 New
CA
2
Corrado Advisors
New Jersey
$2.27M
FFA
3
Fragasso Financial Advisors
Pennsylvania
$1.69M
Osaic Holdings
4
Osaic Holdings
Arizona
$1.66M +$438K +16,582 +38%
W
5
WorthPointe
California
$1.05M +$1.01M +38,091 New
AWA
6
Arkadios Wealth Advisors
Georgia
$707K -$35.8K -1,355 -5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$637K +$612K +23,189 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$563K +$226K +8,561 +72%
SFA
9
Sequoia Financial Advisors
Ohio
$434K +$417K +15,808 New
DFA
10
DHJJ Financial Advisors
Illinois
$371K +$264 +10 +0.1%
CPIG
11
Chicago Partners Investment Group
Illinois
$367K +$73.7K +2,791 +27%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$231K
SS
13
Sunbelt Securities
Texas
$219K -$40.5K -1,534 -16%
CWG
14
Crown Wealth Group
North Carolina
$218K +$209K +7,929 New
CAN
15
Cetera Advisor Networks
California
$203K +$195K +7,400 New
OCM
16
Orion Capital Management
California
$62.2K
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$2.75K
OMC
18
Old Mission Capital
Illinois
-$843K -33,247 Closed
Wolverine Trading
19
Wolverine Trading
Illinois
-$459K -18,084 Closed
UBS Group
20
UBS Group
Switzerland
-$8.9K -351 Closed

XBAP Hedge Fund Activity: Q1 2023 in Review

17 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) for Q1 2023, worth a combined $13.5M — up 64% from $8.21M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XBAP positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $2.67M. The largest seller was Old Mission Capital, exiting entirely with an estimated $843K sold.

  • 17 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) as of Q1 2023, up from 14 in Q4 2022.
  • Funds reported $13.5M of Innovator US Equity Accelerated 9 Buffer ETF April stock for Q1 2023, up 64% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Accelerated 9 Buffer ETF April positions in Q1 2023 and 3 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April buyer in Q1 2023 was Brookstone Capital Management, an estimated $2.67M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April seller in Q1 2023 was Old Mission Capital, an estimated $843K sold.

Based on aggregated 13F filings for Q1 2023.