Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
31 hedge funds and large institutions have $49.9M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
10% more capital invested
Capital invested by funds: $45.4M → $49.9M (+$4.46M)
5.77% more ownership
Funds ownership: 62.13% → 67.9% (+5.8%)
3% more funds holding
Funds holding: 30 → 31 (+1)
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
+$3.28M |
| 2 |
SFP
Sterling Financial Planning
Sparta,
New Jersey
|
+$797K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$590K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$454K |
| 5 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$649K |
| 2 |
SCA
Snowden Capital Advisors
New York
|
-$569K |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$505K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
-$501K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$481K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
26
Cape Investment Advisory
Mcdonough,
Georgia
| $74.7K | -$7.58K | -300 | -9% |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $59.1K | – | – | – |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $51.5K | -$31.6K | -1,250 | -38% |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $11.6K | – | – | – |
|
|
AF
30
Allworth Financial
Folsom,
California
| $5.57K | – | – | – |
|
|
CJ
31
Caitlin John
Brighton,
Michigan
| $2.99K | +$2.93K | +116 | New |
|
|
VWA
32
Visionary Wealth Advisors
O'fallon,
Illinois
| – | -$505K | -20,370 | Closed |
|
|
WP
33
WealthPLAN Partners
Omaha,
Nebraska
| – | -$247K | -9,970 | Closed |
|
|
SVWAG
34
Sound View Wealth Advisors Group
Savannah,
Georgia
| – | -$222K | -8,953 | Closed |
|
35
Morgan Stanley
New York
| – | -$991 | -40 | Closed |
|
XBJA Hedge Fund Activity: Q4 2023 in Review
31 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q4 2023, worth a combined $49.9M — up 9.8% from $45.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XBJA positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 12 trimmed.
The largest buyer was Capasso Planning Partners, opening a new position worth an estimated $3.28M. The largest seller was Osaic Holdings, cutting an estimated $649K.
- 31 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q4 2023, up from 30 in Q3 2023.
- Funds reported $49.9M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q4 2023, up 9.8% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q4 2023 and 4 closed out, a net change of +1 holder.
- The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q4 2023 was Capasso Planning Partners, an estimated $3.28M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q4 2023 was Osaic Holdings, an estimated $649K sold.
Based on aggregated 13F filings for Q4 2023.