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Innovator US Equity Accelerated 9 Buffer ETF April

33 hedge funds and large institutions have $61M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.58% more ownership

Funds ownership: 68.04%85.62% (+18%)

16% more capital invested

Capital invested by funds: $52.6M → $61M (+$8.36M)

6% less funds holding

Funds holding: 3533 (-2)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
8
Reduced
11
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
$15.1M -$255K -8,253 -2%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$13.4M +$8.52M +275,506 +181%
CAN
3
Cetera Advisor Networks
California
$8.37M +$4.97M +160,551 +150%
CA
4
Cetera Advisors
Colorado
$4.96M +$4.91M +158,647 New
Osaic Holdings
5
Osaic Holdings
Arizona
$3.05M -$168K -5,427 -5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.04M -$1.29M -41,810 -39%
OMC
7
Old Mission Capital
Illinois
$1.84M +$1.01M +32,718 +124%
FFA
8
Fragasso Financial Advisors
Pennsylvania
$1.83M -$22.6K -730 -1%
OCM
9
Orion Capital Management
California
$1.37M +$14K +453 +1%
W
10
WorthPointe
California
$1.29M +$54.6K +1,764 +4%
ACM
11
Arlington Capital Management
Illinois
$818K -$24.2K -783 -3%
CF
12
Centaurus Financial
California
$638K +$14.9K +481 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$632K -$1.02M -33,117 -62%
MFA
14
Millington Financial Advisors
Illinois
$618K -$5.29M -170,902 -90%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$461K +$56K +1,811 +14%
LPL Financial
16
LPL Financial
California
$426K
OWA
17
Outlook Wealth Advisors
Texas
$416K
SFA
18
Sequoia Financial Advisors
Ohio
$412K
BFWM
19
Bright Futures Wealth Management
New York
$345K +$330K +10,667 New
DFA
20
DHJJ Financial Advisors
Illinois
$334K -$10.6K -344 -3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$328K +$30.8K +996 +10%
BCM
22
Brookstone Capital Management
Illinois
$318K -$3.1M -100,255 -91%
William Blair & Company
23
William Blair & Company
Illinois
$268K
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$263K
GTAM
25
Global Trust Asset Management
Florida
$256K

XBAP Hedge Fund Activity: Q1 2024 in Review

33 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) for Q1 2024, worth a combined $61M — up 16% from $52.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XBAP and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 8 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $8.52M. The largest seller was Millington Financial Advisors, cutting an estimated $5.29M.

  • 33 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) as of Q1 2024, down from 35 in Q4 2023.
  • Funds reported $61M of Innovator US Equity Accelerated 9 Buffer ETF April stock for Q1 2024, up 16% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Accelerated 9 Buffer ETF April positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April buyer in Q1 2024 was Cetera Investment Advisers, an estimated $8.52M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April seller in Q1 2024 was Millington Financial Advisors, an estimated $5.29M sold.

Based on aggregated 13F filings for Q1 2024.