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Innovator US Equity Accelerated 9 Buffer ETF January

32 hedge funds and large institutions have $57.5M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.97% less ownership

Funds ownership: 64.43%63.46% (-0.97%)

3% less capital invested

Capital invested by funds: $59.4M → $57.5M (-$1.84M)

3% less funds holding

Funds holding: 3332 (-1)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
8
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$15.5M +$1.17M +41,887 +8%
SFP
2
Sterling Financial Planning
New Jersey
$6.29M +$364K +13,059 +6%
MFA
3
Millington Financial Advisors
Illinois
$5.51M -$663K -23,761 -11%
SPIA
4
Steward Partners Investment Advisory
New York
$4.78M +$260K +9,308 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.09M +$120K +4,289 +4%
OMC
6
Old Mission Capital
Illinois
$2.6M +$1.27M +45,409 +98%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$2.58M -$48.7K -1,747 -2%
CF
8
Centaurus Financial
California
$2.5M -$175K -6,285 -7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.98M -$24.3K -872 -1%
SS
10
Sunbelt Securities
Texas
$1.81M -$31.1K -1,116 -2%
SCA
11
Snowden Capital Advisors
New York
$1.6M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.29M -$86.8K -3,112 -6%
CW
13
CreativeOne Wealth
Kansas
$1.03M -$9.57K -343 -0.9%
KAS
14
Kestra Advisory Services
Texas
$964K +$84 +3 +0%
BCM
15
Brookstone Capital Management
Illinois
$955K -$2.22M -79,611 -70%
FCFC
16
First Commonwealth Financial Corp
Pennsylvania
$811K
CPP
17
Capasso Planning Partners
South Carolina
$793K -$2.43M -86,975 -76%
GTAM
18
Global Trust Asset Management
Florida
$468K
EMAM
19
Encompass More Asset Management
California
$456K +$449K +16,095 New
OCM
20
Orion Capital Management
California
$360K
VPWA
21
Vestia Personal Wealth Advisors
Indiana
$295K
FWIA
22
Fort Washington Investment Advisors
Ohio
$283K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$271K +$261K +9,356 +4,924%
VWA
24
Visionary Wealth Advisors
Illinois
$252K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$250K -$881K -31,577 -78%

XBJA Hedge Fund Activity: Q3 2024 in Review

32 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q3 2024, worth a combined $57.5M — down 3.1% from $59.4M a quarter earlier.

Fund positioning in XBJA was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 12 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $1.27M. The largest seller was Capasso Planning Partners, cutting an estimated $2.43M.

  • 32 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q3 2024, down from 33 in Q2 2024.
  • Funds reported $57.5M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 2 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q3 2024 and 2 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q3 2024 was Old Mission Capital, an estimated $1.27M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q3 2024 was Capasso Planning Partners, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2024.