Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
29 hedge funds and large institutions have $41.4M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
69% more capital invested
Capital invested by funds: $24.5M → $41.4M (+$16.9M)
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
17.1% more ownership
Funds ownership: 43.44% → 60.54% (+17%)
12% more funds holding
Funds holding: 26 → 29 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$5.54M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.57M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.46M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.45M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.58M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$537K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$262K |
| 4 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
-$125K |
| 5 |
OCM
Orion Capital Management
Coronado,
California
|
-$70K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $220K | -$14.1K | -593 | -6% |
|
|
CIA
27
Cape Investment Advisory
Mcdonough,
Georgia
| $84.8K | – | – | – |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $80K | – | – | – |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $11.1K | – | – | – |
|
|
OCM
30
Orion Capital Management
Coronado,
California
| – | -$70K | -3,000 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$23.5K | -1,008 | Closed |
|
XBJA Hedge Fund Activity: Q2 2023 in Review
29 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q2 2023, worth a combined $41.4M — up 69% from $24.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XBJA positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $5.54M. The largest seller was Citadel Advisors, cutting an estimated $1.58M.
- 29 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q2 2023, up from 26 in Q1 2023.
- Funds reported $41.4M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q2 2023, up 69% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q2 2023 and 2 closed out, a net change of +3 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q2 2023 was Allworth Financial, an estimated $5.54M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q2 2023 was Citadel Advisors, an estimated $1.58M sold.
Based on aggregated 13F filings for Q2 2023.