Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
30 hedge funds and large institutions have $45.4M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
10% more capital invested
Capital invested by funds: $41.4M → $45.4M (+$4.03M)
3% more funds holding
Funds holding: 29 → 30 (+1)
1.59% more ownership
Funds ownership: 60.54% → 62.13% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.55M |
| 3 |
SCA
Snowden Capital Advisors
New York
|
+$1.1M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.02M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$997K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$5.76M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.09M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$713K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$620K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$220K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
26
Orion Capital Management
Coronado,
California
| $79.3K | +$79.3K | +3,200 | New |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $56.9K | +$56.9K | +2,295 | New |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $11.2K | – | – | – |
|
|
AF
29
Allworth Financial
Folsom,
California
| $5.35K | -$5.76M | -232,194 | -100% |
|
30
Morgan Stanley
New York
| $991 | +$992 | +40 | New |
|
|
CW
31
CreativeOne Wealth
Overland Park,
Kansas
| – | -$1.09M | -44,445 | Closed |
|
|
OMC
32
Old Mission Capital
Chicago,
Illinois
| – | -$713K | -29,017 | Closed |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$620K | -25,203 | Closed |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$220K | -8,948 | Closed |
|
XBJA Hedge Fund Activity: Q3 2023 in Review
30 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q3 2023, worth a combined $45.4M — up 9.7% from $41.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XBJA positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $5M. The largest seller was Allworth Financial, cutting an estimated $5.76M.
- 30 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q3 2023, up from 29 in Q2 2023.
- Funds reported $45.4M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q3 2023, up 9.7% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q3 2023 and 4 closed out, a net change of +1 holder.
- The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q3 2023 was Cetera Advisor Networks, an estimated $5M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q3 2023 was Allworth Financial, an estimated $5.76M sold.
Based on aggregated 13F filings for Q3 2023.