We are live on ! Find out more
XBJA icon

Innovator US Equity Accelerated 9 Buffer ETF January

44 hedge funds and large institutions have $119M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

145% more capital invested

Capital invested by funds: $48.6M → $119M (+$70.6M)

16% more funds holding

Funds holding: 3844 (+6)

14.26% more ownership

Funds ownership: 61.4%75.66% (+14%)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
13
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1
Stuart Chaussee & Associates
California
$60.6M +$62.1M +2,147,157 New
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$11.2M -$1.98M -68,571 -15%
HighTower Advisors
3
HighTower Advisors
Illinois
$11M +$11M +379,950 +3,706%
SFP
4
Sterling Financial Planning
New Jersey
$7.06M +$576K +19,929 +9%
SPIA
5
Steward Partners Investment Advisory
New York
$4.14M -$622K -21,519 -13%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.53M +$475K +16,434 +15%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$2.53M -$5.58K -193 -0.2%
SCA
8
Snowden Capital Advisors
New York
$1.48M
SS
9
Sunbelt Securities
Texas
$1.46M -$173K -5,969 -10%
CF
10
Centaurus Financial
California
$1.43M -$378K -13,081 -20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.33M +$379K +13,118 +39%
BIG
12
Brookwood Investment Group
Arizona
$1.28M +$1.31M +45,219 New
MFA
13
Millington Financial Advisors
Illinois
$1.26M +$628K +21,707 +89%
EMAM
14
Encompass More Asset Management
California
$1.09M +$350K +12,091 +46%
KAS
15
Kestra Advisory Services
Texas
$952K
OMC
16
Old Mission Capital
Illinois
$872K -$209K -7,221 -19%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$824K +$270K +9,341 +47%
FCFC
18
First Commonwealth Financial Corp
Pennsylvania
$808K
CW
19
CreativeOne Wealth
Kansas
$807K -$220K -7,614 -21%
BCM
20
Brookstone Capital Management
Illinois
$795K +$413K +14,266 +103%
GS
21
GWN Securities
Florida
$660K +$302K +10,447 +81%
CF
22
Crosspoint Financial
California
$491K +$503K +17,400 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$343K +$1.97K +68 +0.6%
BCI
24
Brinker Capital Investments
Pennsylvania
$301K +$308K +10,645 New
OPS
25
Orion Portfolio Solutions
Nebraska
$301K +$308K +10,645 New

XBJA Hedge Fund Activity: Q1 2025 in Review

44 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q1 2025, worth a combined $119M — up 145% from $48.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XBJA positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Stuart Chaussee & Associates, opening a new position worth an estimated $62.1M. The largest seller was Cetera Investment Advisers, cutting an estimated $1.98M.

  • 44 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q1 2025, up from 38 in Q4 2024.
  • Funds reported $119M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q1 2025, up 145% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q1 2025 and 4 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q1 2025 was Stuart Chaussee & Associates, an estimated $62.1M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q1 2025 was Cetera Investment Advisers, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2025.