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Innovator US Equity Accelerated 9 Buffer ETF January

36 hedge funds and large institutions have $73M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

46% more capital invested

Capital invested by funds: $49.9M → $73M (+$23.1M)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

16% more funds holding

Funds holding: 3136 (+5)

4.65% more ownership

Funds ownership: 67.9%72.55% (+4.7%)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
13
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$13.8M +$8.8M +333,708 +188%
CAN
2
Cetera Advisor Networks
California
$8.67M +$2.84M +107,774 +50%
MFA
3
Millington Financial Advisors
Illinois
$6.02M +$5.45M +206,549 +1,244%
SFP
4
Sterling Financial Planning
New Jersey
$5.11M +$875K +33,173 +21%
CA
5
Cetera Advisors
Colorado
$5.09M +$4.98M +188,724 New
SPIA
6
Steward Partners Investment Advisory
New York
$4.06M -$56.8K -2,153 -1%
CPP
7
Capasso Planning Partners
South Carolina
$3.64M +$134K +5,083 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.28M +$270K +10,226 +9%
BCM
9
Brookstone Capital Management
Illinois
$3.04M +$2.68M +101,635 +918%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.88M -$494K -18,745 -15%
CF
11
Centaurus Financial
California
$2.77M -$543K -20,607 -17%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$2.52M -$13.4K -509 -0.5%
SS
13
Sunbelt Securities
Texas
$1.71M -$1.55M -58,958 -48%
SCA
14
Snowden Capital Advisors
New York
$1.56M +$350K +13,295 +30%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.34M -$2.55M -96,863 -66%
CW
16
CreativeOne Wealth
Kansas
$990K +$494K +18,757 +104%
KAS
17
Kestra Advisory Services
Texas
$952K +$35.6K +1,351 +4%
OMC
18
Old Mission Capital
Illinois
$937K +$916K +34,748 New
FCFC
19
First Commonwealth Financial Corp
Pennsylvania
$771K -$3.05M -115,587 -80%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$506K +$494K +18,746 New
Jane Street
21
Jane Street
New York
$454K +$443K +16,821 New
GTAM
22
Global Trust Asset Management
Florida
$445K
ETIA
23
Epic Trust Investment Advisors
Washington
$391K
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$358K
OCM
25
Orion Capital Management
California
$289K +$26.4K +1,000 +10%

XBJA Hedge Fund Activity: Q1 2024 in Review

36 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q1 2024, worth a combined $73M — up 46% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XBJA positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $8.8M. The largest seller was First Commonwealth Financial Corp, cutting an estimated $3.05M.

  • 36 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q1 2024, up from 31 in Q4 2023.
  • Funds reported $73M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q1 2024, up 46% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q1 2024 and 3 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q1 2024 was Cetera Investment Advisers, an estimated $8.8M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q1 2024 was First Commonwealth Financial Corp, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2024.