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Innovator US Equity Accelerated 9 Buffer ETF April

45 hedge funds and large institutions have $63.7M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

36% more funds holding

Funds holding: 3345 (+12)

4% more capital invested

Capital invested by funds: $61M → $63.7M (+$2.71M)

14.72% less ownership

Funds ownership: 85.62%70.9% (-15%)

Holders
45
Holders Change
+12
Holders Change %
+36.36%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
15
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$13.1M -$720K -22,928 -5%
CF
2
Crosspoint Financial
California
$11.6M +$11.3M +360,629 New
FCFC
3
First Commonwealth Financial Corp
Pennsylvania
$9.9M -$5.51M -175,441 -36%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.71M -$432K -13,762 -14%
OMC
5
Old Mission Capital
Illinois
$2.35M +$429K +13,659 +23%
CF
6
Centaurus Financial
California
$2.1M +$1.4M +44,492 +218%
FFA
7
Fragasso Financial Advisors
Pennsylvania
$1.89M
ACM
8
Andina Capital Management
Utah
$1.83M +$1.78M +56,682 New
MFA
9
Millington Financial Advisors
Illinois
$1.82M +$1.15M +36,739 +186%
SCA
10
Snowden Capital Advisors
New York
$1.79M +$1.49M +47,325 +585%
OCM
11
Orion Capital Management
California
$1.47M +$52.7K +1,677 +4%
W
12
WorthPointe
California
$1.34M -$1.07K -34 -0.1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.07M -$1.01M -32,177 -49%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$992K +$965K +30,721 New
VPWA
15
Vestia Personal Wealth Advisors
Indiana
$906K +$881K +28,074 New
KAS
16
Kestra Advisory Services
Texas
$714K +$479K +15,245 +222%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$661K +$6.84K +218 +1%
AWS
18
Atria Wealth Solutions
New York
$600K +$584K +18,600 New
HighTower Advisors
19
HighTower Advisors
Illinois
$518K +$503K +16,030 New
OWA
20
Outlook Wealth Advisors
Texas
$502K -$63 -2 -0%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$499K +$21.8K +693 +5%
LPL Financial
22
LPL Financial
California
$440K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$437K +$94.9K +3,023 +29%
BCM
24
Brookstone Capital Management
Illinois
$432K +$95.6K +3,044 +30%
SFA
25
Sequoia Financial Advisors
Ohio
$426K -$126 -4 -0%

XBAP Hedge Fund Activity: Q2 2024 in Review

45 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) for Q2 2024, worth a combined $63.7M — up 4.4% from $61M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XBAP positions and 2 closed out — a net gain of 14 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Crosspoint Financial, opening a new position worth an estimated $11.3M. The largest seller was First Commonwealth Financial Corp, cutting an estimated $5.51M.

  • 45 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) as of Q2 2024, up from 33 in Q1 2024.
  • Funds reported $63.7M of Innovator US Equity Accelerated 9 Buffer ETF April stock for Q2 2024, up 4.4% quarter-over-quarter.
  • 16 funds opened new Innovator US Equity Accelerated 9 Buffer ETF April positions in Q2 2024 and 2 closed out, a net change of +14 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April buyer in Q2 2024 was Crosspoint Financial, an estimated $11.3M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April seller in Q2 2024 was First Commonwealth Financial Corp, an estimated $5.51M sold.

Based on aggregated 13F filings for Q2 2024.