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Innovator US Equity Accelerated 9 Buffer ETF January
XBJA

36 hedge funds and large institutions have $73M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

46% more capital invested

Capital invested by funds: $49.9M → $73M (+$23.1M)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

16% more funds holding

Funds holding: 31 → 36 (+5)

4.65% more ownership

Funds ownership: 67.9% → 72.55% (+4.7%)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
13
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.8M
2
MFA
Millington Financial Advisors
Illinois
+$5.45M
3
CA
Cetera Advisors
Colorado
+$4.98M
4
CAN
Cetera Advisor Networks
California
+$2.84M
5
BCM
Brookstone Capital Management
Illinois
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
FCFC
First Commonwealth Financial Corp
Pennsylvania
-$3.05M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.55M
3
SS
Sunbelt Securities
Texas
-$1.55M
4
CF
Centaurus Financial
California
-$543K
5
SAG
SageView Advisory Group
California
-$523K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
26
Fort Washington Investment Advisors
Ohio
$270K – – –
HighTower Advisors
27
HighTower Advisors
Illinois
$260K – – –
VWA
28
Visionary Wealth Advisors
Illinois
$240K +$235K +8,898 New
AWA
29
Arkadios Wealth Advisors
Georgia
$235K +$230K +8,714 New
CA
30
CoreCap Advisors
Michigan
$141K +$138K +5,229 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$81K +$26.4K +1,000 +50%
CIA
32
Cape Investment Advisory
Georgia
$72.8K -$5.27K -200 -7%
DFA
33
DHJJ Financial Advisors
Illinois
$72.4K +$10.3K +390 +17%
HI
34
Harbour Investments
Wisconsin
$12.2K – – –
UBS Group
35
UBS Group
Switzerland
$10.2K +$9.96K +378 New
AF
36
Allworth Financial
California
$3.29K -$2.48K -94 -44%
SAG
37
SageView Advisory Group
California
– -$523K -19,938 Closed
ACM
38
Arlington Capital Management
Illinois
– -$294K -11,431 Closed
CJ
39
Caitlin John
Michigan
– -$2.99K -116 Closed
1
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XBJA Hedge Fund Activity: Q1 2024 in Review

36 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q1 2024, worth a combined $73M — up 46% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XBJA positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $8.8M. The largest seller was First Commonwealth Financial Corp, cutting an estimated $3.05M.

  • 36 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q1 2024, up from 31 in Q4 2023.
  • Funds reported $73M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q1 2024, up 46% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q1 2024 and 3 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q1 2024 was Cetera Investment Advisers, an estimated $8.8M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q1 2024 was First Commonwealth Financial Corp, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2024.