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Innovator US Equity Accelerated 9 Buffer ETF January

29 hedge funds and large institutions have $41.4M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 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

69% more capital invested

Capital invested by funds: $24.5M → $41.4M (+$16.9M)

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

17.1% more ownership

Funds ownership: 43.44%60.54% (+17%)

12% more funds holding

Funds holding: 2629 (+3)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Allworth Financial
California
$5.71M +$5.54M +232,410 New
SS
2
Sunbelt Securities
Texas
$3.7M +$67.4K +2,830 +2%
FCFC
3
First Commonwealth Financial Corp
Pennsylvania
$3.68M -$125K -5,245 -3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.46M +$2.45M +102,769 +272%
CF
5
Centaurus Financial
California
$3.37M +$1.23M +51,774 +61%
SFP
6
Sterling Financial Planning
New Jersey
$2.9M +$798K +33,494 +40%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.84M +$175K +7,352 +7%
SPIA
8
Steward Partners Investment Advisory
New York
$2.65M +$2.57M +107,884 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.54M +$2.46M +103,363 New
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$2.37M +$228K +9,584 +11%
CW
11
CreativeOne Wealth
Kansas
$1.09M -$537K -22,550 -34%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$876K +$189K +7,952 +29%
KAS
13
Kestra Advisory Services
Texas
$810K -$262K -11,010 -25%
OMC
14
Old Mission Capital
Illinois
$713K +$231K +9,704 +50%
Citadel Advisors
15
Citadel Advisors
Florida
$620K -$1.58M -66,216 -72%
SCA
16
Snowden Capital Advisors
New York
$554K +$537K +22,550 New
VWA
17
Visionary Wealth Advisors
Illinois
$501K -$7.15K -300 -1%
SAG
18
SageView Advisory Group
California
$490K +$475K +19,938 New
GTAM
19
Global Trust Asset Management
Florida
$406K
ETIA
20
Epic Trust Investment Advisors
Washington
$357K
CAN
21
Cetera Advisor Networks
California
$324K +$95.3K +3,999 +44%
HighTower Advisors
22
HighTower Advisors
Illinois
$298K
FWIA
23
Fort Washington Investment Advisors
Ohio
$246K
WP
24
WealthPLAN Partners
Nebraska
$245K
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$220K

XBJA Hedge Fund Activity: Q2 2023 in Review

29 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q2 2023, worth a combined $41.4M — up 69% from $24.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XBJA positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $5.54M. The largest seller was Citadel Advisors, cutting an estimated $1.58M.

  • 29 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q2 2023, up from 26 in Q1 2023.
  • Funds reported $41.4M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q2 2023, up 69% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q2 2023 and 2 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q2 2023 was Allworth Financial, an estimated $5.54M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q2 2023 was Citadel Advisors, an estimated $1.58M sold.

Based on aggregated 13F filings for Q2 2023.