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Innovator US Equity Accelerated 9 Buffer ETF April

43 hedge funds and large institutions have $55.6M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 4543 (-2)

12.11% less ownership

Funds ownership: 73.53%61.42% (-12%)

14% less capital invested

Capital invested by funds: $64.5M → $55.6M (-$8.95M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
10
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$14.5M +$6.69K +198 +0%
FCFC
2
First Commonwealth Financial Corp
Pennsylvania
$10.8M -$180K -5,318 -2%
MFA
3
Millington Financial Advisors
Illinois
$6.91M +$4.64M +137,408 +217%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.73M -$33.3K -984 -1%
CF
5
Centaurus Financial
California
$2.17M -$15.7K -465 -0.7%
FFA
6
Fragasso Financial Advisors
Pennsylvania
$1.55M -$411K -12,144 -21%
SCA
7
Snowden Capital Advisors
New York
$1.48M -$404K -11,965 -22%
W
8
WorthPointe
California
$1.34M -$2.91K -86 -0.2%
OCM
9
Orion Capital Management
California
$1.34M -$207K -6,129 -13%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$1.05M
VPWA
11
Vestia Personal Wealth Advisors
Indiana
$944K -$13.5K -400 -1%
OMC
12
Old Mission Capital
Illinois
$926K +$918K +27,153 New
EMAM
13
Encompass More Asset Management
California
$758K +$292K +8,642 +64%
KAS
14
Kestra Advisory Services
Texas
$754K
IA
15
IFP Advisors
Florida
$703K +$3.38K +100 +0.5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$649K +$114K +3,373 +22%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$603K -$75.8K -2,242 -11%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$572K +$291K +8,609 +105%
HighTower Advisors
19
HighTower Advisors
Illinois
$547K
LPL Financial
20
LPL Financial
California
$472K
DFA
21
DHJJ Financial Advisors
Illinois
$423K
OWA
22
Outlook Wealth Advisors
Texas
$418K -$36.5K -1,080 -8%
BFWM
23
Bright Futures Wealth Management
New York
$416K +$26.7K +790 +7%
BCM
24
Brookstone Capital Management
Illinois
$396K +$2.64K +78 +0.7%
CW
25
CreativeOne Wealth
Kansas
$362K -$34 -1 -0%

XBAP Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) for Q4 2024, worth a combined $55.6M — down 14% from $64.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XBAP and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 10 added.

The largest buyer was Millington Financial Advisors, adding an estimated $4.64M. The largest seller was Andina Capital Management, exiting entirely with an estimated $2.42M sold.

  • 43 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) as of Q4 2024, down from 45 in Q3 2024.
  • Funds reported $55.6M of Innovator US Equity Accelerated 9 Buffer ETF April stock for Q4 2024, down 14% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF April positions in Q4 2024 and 6 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April buyer in Q4 2024 was Millington Financial Advisors, an estimated $4.64M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF April seller in Q4 2024 was Andina Capital Management, an estimated $2.42M sold.

Based on aggregated 13F filings for Q4 2024.