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Innovator US Equity Accelerated 9 Buffer ETF January

46 hedge funds and large institutions have $65.1M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

5% more funds holding

Funds holding: 4446 (+2)

10.13% less ownership

Funds ownership: 75.66%65.54% (-10%)

45% less capital invested

Capital invested by funds: $119M → $65.1M (-$54M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
17
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$317K -$46.7K -1,630 -13%
FWIA
27
Fort Washington Investment Advisors
Ohio
$301K
IA
28
IFP Advisors
Florida
$294K +$15.8K +552 +6%
VWA
29
Visionary Wealth Advisors
Illinois
$235K -$61.3K -2,141 -22%
VPWA
30
Vestia Personal Wealth Advisors
Indiana
$228K
JSL
31
JT Stratford LLC
Georgia
$222K
OCM
32
Orion Capital Management
California
$217K
LPL Financial
33
LPL Financial
California
$206K +$196K +6,845 New
JP Morgan Chase
34
JP Morgan Chase
New York
$198K
Raymond James Financial
35
Raymond James Financial
Florida
$103K +$98.2K +3,430 New
DFA
36
DHJJ Financial Advisors
Illinois
$76.1K -$4.58K -160 -6%
CIA
37
Cape Investment Advisory
Georgia
$72.3K
Barclays
38
Barclays
United Kingdom
$58.8K -$87.7K -3,064 -61%
UBS Group
39
UBS Group
Switzerland
$58.4K +$5.13K +179 +10%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$30.1K
FNWA
41
Financial Network Wealth Advisors
Utah
$23.3K +$19.5K +681 +748%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$19K
AWM
43
AE Wealth Management
Kansas
$17.1K -$29.6K -1,035 -65%
FFA
44
Farther Finance Advisors
California
$15.7K +$14.9K +520 New
LC
45
Luminist Capital
Michigan
$12.4K
AG
46
AmeriFlex Group
Nevada
$4.08K
SCA
47
Stuart Chaussee & Associates
California
-$60.6M -2,147,157 Closed
VCM
48
Virtue Capital Management
Tennessee
-$271K -9,588 Closed

XBJA Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q2 2025, worth a combined $65.1M — down 45% from $119M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XBJA positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Millington Financial Advisors, adding an estimated $817K. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $60.6M sold.

  • 46 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q2 2025, up from 44 in Q1 2025.
  • Funds reported $65.1M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q2 2025, down 45% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q2 2025 and 2 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q2 2025 was Millington Financial Advisors, an estimated $817K added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q2 2025 was Stuart Chaussee & Associates, an estimated $60.6M sold.

Based on aggregated 13F filings for Q2 2025.