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Innovator US Equity Accelerated 9 Buffer ETF January

38 hedge funds and large institutions have $48.6M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

19% more funds holding

Funds holding: 3238 (+6)

2.06% less ownership

Funds ownership: 63.46%61.4% (-2.1%)

16% less capital invested

Capital invested by funds: $57.5M → $48.6M (-$8.96M)

72% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
5
Reduced
18
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
$13.4M -$2.29M -80,228 -15%
SFP
2
Sterling Financial Planning
New Jersey
$6.62M +$227K +7,957 +4%
SPIA
3
Steward Partners Investment Advisory
New York
$4.83M -$19.6K -688 -0.4%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.12M -$15.6K -547 -0.5%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$2.58M -$35.3K -1,238 -1%
CF
6
Centaurus Financial
California
$1.84M -$697K -24,415 -28%
SS
7
Sunbelt Securities
Texas
$1.66M -$179K -6,282 -10%
SCA
8
Snowden Capital Advisors
New York
$1.51M -$111K -3,903 -7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.46M +$1.2M +42,102 +478%
OMC
10
Old Mission Capital
Illinois
$1.1M -$1.53M -53,655 -58%
CW
11
CreativeOne Wealth
Kansas
$1.04M -$5.11K -179 -0.5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$975K -$335K -11,721 -26%
KAS
13
Kestra Advisory Services
Texas
$970K -$8.82K -309 -0.9%
Jane Street
14
Jane Street
New York
$823K +$817K +28,609 New
FCFC
15
First Commonwealth Financial Corp
Pennsylvania
$823K
EMAM
16
Encompass More Asset Management
California
$758K +$293K +10,252 +64%
MFA
17
Millington Financial Advisors
Illinois
$711K -$4.85M -170,017 -87%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$571K +$294K +10,287 +108%
GTAM
19
Global Trust Asset Management
Florida
$432K -$42.8K -1,500 -9%
BCM
20
Brookstone Capital Management
Illinois
$400K -$564K -19,771 -59%
GS
21
GWN Securities
Florida
$372K +$369K +12,921 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$348K +$114K +3,979 +49%
HighTower Advisors
23
HighTower Advisors
Illinois
$295K +$293K +10,253 New
FWIA
24
Fort Washington Investment Advisors
Ohio
$288K
VPWA
25
Vestia Personal Wealth Advisors
Indiana
$266K -$33.3K -1,168 -11%

XBJA Hedge Fund Activity: Q4 2024 in Review

38 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q4 2024, worth a combined $48.6M — down 16% from $57.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XBJA positions and 3 closed out — a net gain of 6 holders — while 5 added to existing stakes and 18 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.2M. The largest seller was Millington Financial Advisors, cutting an estimated $4.85M.

  • 38 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q4 2024, up from 32 in Q3 2024.
  • Funds reported $48.6M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q4 2024, down 16% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q4 2024 and 3 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q4 2024 was Susquehanna International Group, an estimated $1.2M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q4 2024 was Millington Financial Advisors, an estimated $4.85M sold.

Based on aggregated 13F filings for Q4 2024.