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Innovator US Equity Accelerated 9 Buffer ETF April

37 hedge funds and large institutions have $48.5M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more capital invested

Capital invested by funds: $13.5M → $48.5M (+$35M)

118% more funds holding

Funds holding: 1737 (+20)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

9.42% less ownership

Funds ownership: 77.75%68.33% (-9.4%)

Holders
37
Holders Change
+20
Holders Change %
+117.65%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
8
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
1
First Commonwealth Financial Corp
Pennsylvania
$14.4M +$13.9M +497,590 New
MFA
2
Millington Financial Advisors
Illinois
$5.6M +$5.42M +193,491 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.81M +$3.04M +108,403 +467%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.08M +$1.29M +46,099 +76%
BCM
5
Brookstone Capital Management
Illinois
$3.02M +$102K +3,645 +4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.5M +$2.42M +86,436 New
CA
7
Corrado Advisors
New Jersey
$2.33M -$59.3K -2,119 -3%
WP
8
WealthPLAN Partners
Nebraska
$1.94M +$1.88M +67,035 New
FFA
9
Fragasso Financial Advisors
Pennsylvania
$1.73M -$49K -1,750 -3%
OCM
10
Orion Capital Management
California
$1.17M +$1.06M +37,996 +1,678%
W
11
WorthPointe
California
$1.15M +$42.6K +1,522 +4%
SS
12
Sunbelt Securities
Texas
$652K +$404K +14,414 +178%
CF
13
Centaurus Financial
California
$578K +$559K +19,950 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$576K -$17K -606 -3%
SFA
15
Sequoia Financial Advisors
Ohio
$458K
OWA
16
Outlook Wealth Advisors
Texas
$446K +$431K +15,388 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$443K +$428K +15,283 New
AWA
18
Arkadios Wealth Advisors
Georgia
$419K -$315K -11,257 -44%
Wolverine Trading
19
Wolverine Trading
Illinois
$415K +$403K +14,385 New
WEPOG
20
Wealth Enhancement & Preservation of GA
Georgia
$395K +$382K +13,637 New
DFA
21
DHJJ Financial Advisors
Illinois
$389K -$5.32K -190 -1%
WIA
22
World Investment Advisors
California
$379K +$367K +13,092 New
CWG
23
Crown Wealth Group
North Carolina
$281K +$49.7K +1,774 +22%
William Blair & Company
24
William Blair & Company
Illinois
$249K +$240K +8,582 New
Citadel Advisors
25
Citadel Advisors
Florida
$248K +$240K +8,572 New

XBAP Hedge Fund Activity: Q2 2023 in Review

37 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) for Q2 2023, worth a combined $48.5M — up 260% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XBAP positions and 0 closed out — a net gain of 20 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was First Commonwealth Financial Corp, opening a new position worth an estimated $13.9M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $315K.

  • 37 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) as of Q2 2023, up from 17 in Q1 2023.
  • Funds reported $48.5M of Innovator US Equity Accelerated 9 Buffer ETF April stock for Q2 2023, up 260% quarter-over-quarter.
  • 20 funds opened new Innovator US Equity Accelerated 9 Buffer ETF April positions in Q2 2023 and 0 closed out, a net change of +20 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April buyer in Q2 2023 was First Commonwealth Financial Corp, an estimated $13.9M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April seller in Q2 2023 was Arkadios Wealth Advisors, an estimated $315K sold.

Based on aggregated 13F filings for Q2 2023.