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Innovator US Equity Accelerated 9 Buffer ETF January

33 hedge funds and large institutions have $59.4M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.13% less ownership

Funds ownership: 72.55%64.43% (-8.1%)

8% less funds holding

Funds holding: 3633 (-3)

19% less capital invested

Capital invested by funds: $73M → $59.4M (-$13.6M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
7
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$13.9M -$215K -7,918 -2%
MFA
2
Millington Financial Advisors
Illinois
$6.04M -$135K -4,973 -2%
SFP
3
Sterling Financial Planning
New Jersey
$5.78M +$527K +19,400 +10%
SPIA
4
Steward Partners Investment Advisory
New York
$4.41M +$237K +8,744 +6%
CPP
5
Capasso Planning Partners
South Carolina
$3.18M -$548K -20,196 -15%
BCM
6
Brookstone Capital Management
Illinois
$3.15M +$16K +589 +0.5%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.9M -$463K -17,064 -14%
CF
8
Centaurus Financial
California
$2.62M -$226K -8,334 -8%
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$2.57M -$18.2K -671 -0.7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.96M -$976K -35,977 -34%
SS
11
Sunbelt Securities
Texas
$1.8M +$44.2K +1,630 +3%
SCA
12
Snowden Capital Advisors
New York
$1.56M -$39K -1,437 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.35M -$24K -884 -2%
OMC
14
Old Mission Capital
Illinois
$1.28M +$315K +11,608 +33%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.12M +$587K +21,641 +115%
CW
16
CreativeOne Wealth
Kansas
$1.02M
KAS
17
Kestra Advisory Services
Texas
$942K -$35.1K -1,292 -4%
FCFC
18
First Commonwealth Financial Corp
Pennsylvania
$792K
GTAM
19
Global Trust Asset Management
Florida
$457K
ETIA
20
Epic Trust Investment Advisors
Washington
$401K
OCM
21
Orion Capital Management
California
$352K +$54.1K +1,993 +19%
VPWA
22
Vestia Personal Wealth Advisors
Indiana
$288K +$283K +10,423 New
FWIA
23
Fort Washington Investment Advisors
Ohio
$277K
HighTower Advisors
24
HighTower Advisors
Illinois
$268K
VWA
25
Visionary Wealth Advisors
Illinois
$246K

XBJA Hedge Fund Activity: Q2 2024 in Review

33 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q2 2024, worth a combined $59.4M — down 19% from $73M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of XBJA and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, adding an estimated $587K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $976K.

  • 33 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q2 2024, down from 36 in Q1 2024.
  • Funds reported $59.4M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q2 2024, down 19% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q2 2024 and 4 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q2 2024 was Susquehanna International Group, an estimated $587K added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $976K sold.

Based on aggregated 13F filings for Q2 2024.