Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
32 hedge funds and large institutions have $57.5M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.97% less ownership
Funds ownership: 64.43% → 63.46% (-0.97%)
3% less capital invested
Capital invested by funds: $59.4M → $57.5M (-$1.84M)
3% less funds holding
Funds holding: 33 → 32 (-1)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.27M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.17M |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$449K |
| 4 |
SFP
Sterling Financial Planning
Sparta,
New Jersey
|
+$364K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
-$2.43M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$2.22M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$881K |
| 4 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
-$663K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$268K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
26
Arkadios Wealth Advisors
Atlanta,
Georgia
| $244K | -$3.29K | -118 | -1% |
|
27
Envestnet Asset Management
Chicago,
Illinois
| $230K | +$19.3K | +693 | +9% |
|
28
Barclays
London,
United Kingdom
| $198K | +$195K | +6,992 | New |
|
|
CIA
29
Cape Investment Advisory
Mcdonough,
Georgia
| $76.5K | – | – | – |
|
|
DFA
30
DHJJ Financial Advisors
Naperville,
Illinois
| $76.1K | – | – | – |
|
31
Bank of Montreal
Toronto,
Ontario, Canada
| $28.3K | -$55.8K | -2,000 | -67% |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $12.8K | – | – | – |
|
|
33
HighTower Advisors
Chicago,
Illinois
| – | -$268K | -9,670 | Closed |
|
|
AF
34
Allworth Financial
Folsom,
California
| – | -$3.39K | -122 | Closed |
|
XBJA Hedge Fund Activity: Q3 2024 in Review
32 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q3 2024, worth a combined $57.5M — down 3.1% from $59.4M a quarter earlier.
Fund positioning in XBJA was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 12 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $1.27M. The largest seller was Capasso Planning Partners, cutting an estimated $2.43M.
- 32 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q3 2024, down from 33 in Q2 2024.
- Funds reported $57.5M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q3 2024, down 3.1% quarter-over-quarter.
- 2 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q3 2024 was Old Mission Capital, an estimated $1.27M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q3 2024 was Capasso Planning Partners, an estimated $2.43M sold.
Based on aggregated 13F filings for Q3 2024.