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Innovator US Equity Accelerated 9 Buffer ETF January

47 hedge funds and large institutions have $67.6M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4% more funds holding

Funds holding: 4547 (+2)

1.72% more ownership

Funds ownership: 73.77%75.49% (+1.7%)

0% more capital invested

Capital invested by funds: $67.5M → $67.6M (+$121K)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GTWM
26
Global Trust Wealth Management
Florida
$528K +$521K +16,500 New
WFP
27
Welch Financial Planning
Colorado
$490K +$485K +15,335 New
BCM
28
Brookstone Capital Management
Illinois
$421K -$586K -18,554 -58%
FIA
29
Foundations Investment Advisors
Arizona
$373K +$166K +5,255 +82%
FWIA
30
Fort Washington Investment Advisors
Ohio
$320K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$298K +$9.54K +302 +3%
Raymond James Financial
32
Raymond James Financial
Florida
$250K +$247K +7,808 New
OCM
33
Orion Capital Management
California
$241K
JSL
34
JT Stratford LLC
Georgia
$230K -$4.74K -150 -2%
VPWA
35
Vestia Personal Wealth Advisors
Indiana
$228K -$14.8K -467 -6%
VWA
36
Visionary Wealth Advisors
Illinois
$204K -$42.4K -1,342 -17%
DFA
37
DHJJ Financial Advisors
Illinois
$80.7K
CIA
38
Cape Investment Advisory
Georgia
$76.7K +$75.8K +2,400 New
Barclays
39
Barclays
United Kingdom
$54.7K -$7.52K -238 -12%
FNWA
40
Financial Network Wealth Advisors
Utah
$32.2K +$95 +3 +0.3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$32K
IA
42
IFP Advisors
Florida
$30.4K -$199K -6,300 -87%
LC
43
Luminist Capital
Michigan
$20.5K
AWM
44
AE Wealth Management
Kansas
$19.8K -$3.35K -106 -15%
EWA
45
EverSource Wealth Advisors
Alabama
$3.2K +$3.16K +100 New
FFA
46
Farther Finance Advisors
California
$2.24K -$1.39K -44 -39%
UBS Group
47
UBS Group
Switzerland
$1.95K +$1.93K +61 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$629K -20,107 Closed
Citadel Advisors
49
Citadel Advisors
Florida
-$607K -19,402 Closed
GI
50
Gradient Investments
Minnesota
-$606K -19,370 Closed

XBJA Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q4 2025, worth a combined $67.6M — up 0.18% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XBJA positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 20 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $702K. The largest seller was Osaic Holdings, cutting an estimated $941K.

  • 47 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q4 2025, up from 45 in Q3 2025.
  • Funds reported $67.6M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q4 2025, up 0.18% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q4 2025 and 5 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q4 2025 was Old Mission Capital, an estimated $702K added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q4 2025 was Osaic Holdings, an estimated $941K sold.

Based on aggregated 13F filings for Q4 2025.