Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
33 hedge funds and large institutions have $59.4M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8.13% less ownership
Funds ownership: 72.55% → 64.43% (-8.1%)
8% less funds holding
Funds holding: 36 → 33 (-3)
19% less capital invested
Capital invested by funds: $73M → $59.4M (-$13.6M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$587K |
| 2 |
SFP
Sterling Financial Planning
Sparta,
New Jersey
|
+$527K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$315K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$237K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$976K |
| 2 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
-$548K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$463K |
| 4 |
Jane Street
New York
|
-$454K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$358K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
26
Arkadios Wealth Advisors
Atlanta,
Georgia
| $241K | – | – | – |
|
|
27
Envestnet Asset Management
Chicago,
Illinois
| $205K | +$201K | +7,420 | New |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $83.1K | – | – | – |
|
|
CIA
29
Cape Investment Advisory
Mcdonough,
Georgia
| $74.7K | – | – | – |
|
|
DFA
30
DHJJ Financial Advisors
Naperville,
Illinois
| $74.3K | – | – | – |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $12.5K | – | – | – |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | +$5.16K | +190 | New |
|
|
AF
33
Allworth Financial
Folsom,
California
| $3.39K | – | – | – |
|
|
34
Jane Street
New York
| – | -$454K | -16,821 | Closed |
|
|
35
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$358K | -13,257 | Closed |
|
|
CA
36
CoreCap Advisors
Southfield,
Michigan
| – | -$141K | -5,229 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$10.2K | -378 | Closed |
|
XBJA Hedge Fund Activity: Q2 2024 in Review
33 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q2 2024, worth a combined $59.4M — down 19% from $73M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of XBJA and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.
The largest buyer was Susquehanna International Group, adding an estimated $587K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $976K.
- 33 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q2 2024, down from 36 in Q1 2024.
- Funds reported $59.4M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q2 2024, down 19% quarter-over-quarter.
- 3 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q2 2024 and 4 closed out, a net change of -1 holder.
- The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q2 2024 was Susquehanna International Group, an estimated $587K added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $976K sold.
Based on aggregated 13F filings for Q2 2024.