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Innovator US Equity Accelerated 9 Buffer ETF April

35 hedge funds and large institutions have $52.6M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 16 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

9% more funds holding

Funds holding: 3235 (+3)

1% more capital invested

Capital invested by funds: $52.1M → $52.6M (+$563K)

0.07% more ownership

Funds ownership: 67.96%68.04% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% 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
6
Increased
6
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
1
First Commonwealth Financial Corp
Pennsylvania
$15M -$157K -5,293 -1%
MFA
2
Millington Financial Advisors
Illinois
$5.83M +$23.5K +792 +0.4%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.66M -$33.2K -1,121 -0.7%
BCM
4
Brookstone Capital Management
Illinois
$3.38M +$8.41K +284 +0.3%
CAN
5
Cetera Advisor Networks
California
$3.28M -$29.2K -986 -0.9%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.28M -$452K -15,266 -12%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.15M -$317K -10,706 -9%
FFA
8
Fragasso Financial Advisors
Pennsylvania
$1.81M -$13.6K -459 -0.8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.63M +$240K +8,117 +18%
OCM
10
Orion Capital Management
California
$1.33M +$95K +3,206 +8%
W
11
WorthPointe
California
$1.21M -$1.27K -43 -0.1%
ACM
12
Arlington Capital Management
Illinois
$824K +$798K +26,954 New
OMC
13
Old Mission Capital
Illinois
$804K +$779K +26,310 New
CF
14
Centaurus Financial
California
$610K
LPL Financial
15
LPL Financial
California
$417K +$136K +4,584 +51%
WP
16
WealthPLAN Partners
Nebraska
$411K -$130K -4,401 -25%
OWA
17
Outlook Wealth Advisors
Texas
$407K -$61.7K -2,084 -14%
SFA
18
Sequoia Financial Advisors
Ohio
$404K -$77.1K -2,604 -16%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$396K -$172K -5,810 -31%
AWA
20
Arkadios Wealth Advisors
Georgia
$394K -$8.88K -300 -2%
SS
21
Sunbelt Securities
Texas
$392K -$261K -8,820 -41%
WIA
22
World Investment Advisors
California
$390K +$5.07K +171 +1%
DFA
23
DHJJ Financial Advisors
Illinois
$337K -$33K -1,115 -9%
CWG
24
Crown Wealth Group
North Carolina
$297K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$291K +$282K +9,516 New

XBAP Hedge Fund Activity: Q4 2023 in Review

35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) for Q4 2023, worth a combined $52.6M — up 1.1% from $52.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XBAP positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 16 trimmed.

The largest buyer was Arlington Capital Management, opening a new position worth an estimated $798K. The largest seller was Corrado Advisors, exiting entirely with an estimated $2.3M sold.

  • 35 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) as of Q4 2023, up from 32 in Q3 2023.
  • Funds reported $52.6M of Innovator US Equity Accelerated 9 Buffer ETF April stock for Q4 2023, up 1.1% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Accelerated 9 Buffer ETF April positions in Q4 2023 and 3 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April buyer in Q4 2023 was Arlington Capital Management, an estimated $798K added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April seller in Q4 2023 was Corrado Advisors, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2023.