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Innovator US Equity Accelerated 9 Buffer ETF April

32 hedge funds and large institutions have $52.1M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $48.5M → $52.1M (+$3.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.37% less ownership

Funds ownership: 68.33%67.96% (-0.37%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

14% less funds holding

Funds holding: 3732 (-5)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
32
Holders Change
-5
Holders Change %
-13.51%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
8
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
1
First Commonwealth Financial Corp
Pennsylvania
$14.3M -$60.3K -2,071 -0.4%
MFA
2
Millington Financial Advisors
Illinois
$5.49M -$105K -3,590 -2%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.43M +$635K +21,805 +17%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.54M +$1.05M +36,093 +42%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.29M +$214K +7,353 +7%
BCM
6
Brookstone Capital Management
Illinois
$3.18M +$157K +5,393 +5%
CAN
7
Cetera Advisor Networks
California
$3.13M +$2.94M +100,845 +1,363%
CA
8
Corrado Advisors
New Jersey
$2.3M -$23K -790 -1%
FFA
9
Fragasso Financial Advisors
Pennsylvania
$1.73M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.31M +$873K +29,961 +196%
OCM
11
Orion Capital Management
California
$1.16M
W
12
WorthPointe
California
$1.15M +$1.66K +57 +0.1%
Citadel Advisors
13
Citadel Advisors
Florida
$646K +$402K +13,788 +161%
SS
14
Sunbelt Securities
Texas
$626K -$24.8K -850 -4%
CF
15
Centaurus Financial
California
$577K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$543K -$32.5K -1,115 -6%
WP
17
WealthPLAN Partners
Nebraska
$515K -$1.43M -49,207 -73%
SFA
18
Sequoia Financial Advisors
Ohio
$457K
OWA
19
Outlook Wealth Advisors
Texas
$445K
AWA
20
Arkadios Wealth Advisors
Georgia
$381K -$38K -1,305 -9%
WIA
21
World Investment Advisors
California
$363K -$15.2K -520 -4%
DFA
22
DHJJ Financial Advisors
Illinois
$351K -$38.2K -1,310 -10%
CWG
23
Crown Wealth Group
North Carolina
$281K
LPL Financial
24
LPL Financial
California
$262K +$264K +9,053 New
SCA
25
Snowden Capital Advisors
New York
$251K +$253K +8,685 New

XBAP Hedge Fund Activity: Q3 2023 in Review

32 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) for Q3 2023, worth a combined $52.1M — up 7.4% from $48.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XBAP and 2 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 8 added.

The largest buyer was Cetera Advisor Networks, adding an estimated $2.94M. The largest seller was WealthPLAN Partners, cutting an estimated $1.43M.

  • 32 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) as of Q3 2023, down from 37 in Q2 2023.
  • Funds reported $52.1M of Innovator US Equity Accelerated 9 Buffer ETF April stock for Q3 2023, up 7.4% quarter-over-quarter.
  • 2 funds opened new Innovator US Equity Accelerated 9 Buffer ETF April positions in Q3 2023 and 6 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April buyer in Q3 2023 was Cetera Advisor Networks, an estimated $2.94M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April seller in Q3 2023 was WealthPLAN Partners, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2023.