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Innovator US Equity Accelerated 9 Buffer ETF January

30 hedge funds and large institutions have $45.4M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

10% more capital invested

Capital invested by funds: $41.4M → $45.4M (+$4.03M)

3% more funds holding

Funds holding: 2930 (+1)

1.59% more ownership

Funds ownership: 60.54%62.13% (+1.6%)

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
1
Cetera Advisor Networks
California
$5.32M +$5M +201,747 +1,533%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$4.48M +$997K +40,231 +29%
FCFC
3
First Commonwealth Financial Corp
Pennsylvania
$3.6M -$110K -4,426 -3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.58M +$1.02M +41,135 +40%
SS
5
Sunbelt Securities
Texas
$3.52M -$212K -8,540 -6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.43M +$2.55M +102,754 +288%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.4M +$538K +21,687 +19%
CF
8
Centaurus Financial
California
$3.34M -$55.6K -2,243 -2%
SPIA
9
Steward Partners Investment Advisory
New York
$3.21M +$535K +21,590 +20%
SFP
10
Sterling Financial Planning
New Jersey
$3.09M +$175K +7,051 +6%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$2.34M -$53.2K -2,146 -2%
SCA
12
Snowden Capital Advisors
New York
$1.66M +$1.1M +44,445 +197%
KAS
13
Kestra Advisory Services
Texas
$817K
VWA
14
Visionary Wealth Advisors
Illinois
$505K
SAG
15
SageView Advisory Group
California
$494K
GTAM
16
Global Trust Asset Management
Florida
$409K
ETIA
17
Epic Trust Investment Advisors
Washington
$359K
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$328K +$329K +13,257 New
HighTower Advisors
19
HighTower Advisors
Illinois
$289K -$11.2K -450 -4%
FWIA
20
Fort Washington Investment Advisors
Ohio
$248K
WP
21
WealthPLAN Partners
Nebraska
$247K
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$222K
MFA
23
Millington Financial Advisors
Illinois
$205K +$205K +8,263 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$81.4K
CIA
25
Cape Investment Advisory
Georgia
$79.3K -$6.2K -250 -7%

XBJA Hedge Fund Activity: Q3 2023 in Review

30 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q3 2023, worth a combined $45.4M — up 9.7% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XBJA positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $5M. The largest seller was Allworth Financial, cutting an estimated $5.76M.

  • 30 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q3 2023, up from 29 in Q2 2023.
  • Funds reported $45.4M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q3 2023 and 4 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q3 2023 was Cetera Advisor Networks, an estimated $5M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q3 2023 was Allworth Financial, an estimated $5.76M sold.

Based on aggregated 13F filings for Q3 2023.