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Innovator US Equity Accelerated 9 Buffer ETF January

26 hedge funds and large institutions have $24.5M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

251% more capital invested

Capital invested by funds: $6.96M → $24.5M (+$17.5M)

117% more funds holding

Funds holding: 1226 (+14)

9.32% less ownership

Funds ownership: 52.75%43.44% (-9.3%)

Holders
26
Holders Change
+14
Holders Change %
+116.67%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
7
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
1
First Commonwealth Financial Corp
Pennsylvania
$3.61M +$3.53M +154,826 New
SS
2
Sunbelt Securities
Texas
$3.42M +$3.04M +133,485 +929%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.52M +$1.61M +70,756 +189%
Citadel Advisors
4
Citadel Advisors
Florida
$2.13M -$1.19M -52,214 -36%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$2.03M +$1.98M +86,872 New
CF
6
Centaurus Financial
California
$1.99M +$1.95M +85,362 New
SFP
7
Sterling Financial Planning
New Jersey
$1.97M +$1.37M +60,111 +248%
CW
8
CreativeOne Wealth
Kansas
$1.56M +$1.53M +66,995 New
KAS
9
Kestra Advisory Services
Texas
$1.03M +$646K +28,305 +181%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$882K +$862K +37,811 New
VWA
11
Visionary Wealth Advisors
Illinois
$482K +$232K +10,184 +97%
OMC
12
Old Mission Capital
Illinois
$450K +$440K +19,313 New
GTAM
13
Global Trust Asset Management
Florida
$385K +$34.2K +1,500 +10%
ETIA
14
Epic Trust Investment Advisors
Washington
$338K
HighTower Advisors
15
HighTower Advisors
Illinois
$283K +$276K +12,120 New
FWIA
16
Fort Washington Investment Advisors
Ohio
$233K +$228K +10,000 New
WP
17
WealthPLAN Partners
Nebraska
$232K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$222K +$218K +9,541 New
CAN
19
Cetera Advisor Networks
California
$214K
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$209K +$204K +8,953 New
CIA
21
Cape Investment Advisory
Georgia
$80.4K +$78.7K +3,450 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$75.8K +$74.1K +3,250 New
OCM
23
Orion Capital Management
California
$70K +$68.4K +3,000 New
UBS Group
24
UBS Group
Switzerland
$23.5K +$23K +1,008 New
HI
25
Harbour Investments
Wisconsin
$10.5K +$10.3K +451 New

XBJA Hedge Fund Activity: Q1 2023 in Review

26 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q1 2023, worth a combined $24.5M — up 251% from $6.96M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XBJA positions and 1 closed out — a net gain of 14 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was First Commonwealth Financial Corp, opening a new position worth an estimated $3.53M. The largest seller was Citadel Advisors, cutting an estimated $1.19M.

  • 26 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q1 2023, up from 12 in Q4 2022.
  • Funds reported $24.5M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q1 2023, up 251% quarter-over-quarter.
  • 15 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q1 2023 and 1 closed out, a net change of +14 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q1 2023 was First Commonwealth Financial Corp, an estimated $3.53M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q1 2023 was Citadel Advisors, an estimated $1.19M sold.

Based on aggregated 13F filings for Q1 2023.