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Innovator US Equity Accelerated 9 Buffer ETF January

46 hedge funds and large institutions have $65.1M invested in Innovator US Equity Accelerated 9 Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

5% more funds holding

Funds holding: 4446 (+2)

10.13% less ownership

Funds ownership: 75.66%65.54% (-10%)

45% less capital invested

Capital invested by funds: $119M → $65.1M (-$54M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
17
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$11.8M
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$10.9M -$1.05M -36,601 -9%
SFP
3
Sterling Financial Planning
New Jersey
$7.89M +$337K +11,775 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.47M +$667K +23,285 +19%
SPIA
5
Steward Partners Investment Advisory
New York
$3.67M -$708K -24,720 -17%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$2.7M -$831 -29 -0%
MFA
7
Millington Financial Advisors
Illinois
$2.28M +$817K +28,535 +62%
SCA
8
Snowden Capital Advisors
New York
$1.72M +$133K +4,661 +9%
SS
9
Sunbelt Securities
Texas
$1.66M +$171K +5,969 +12%
BIG
10
Brookwood Investment Group
Arizona
$1.53M +$159K +5,563 +12%
OMC
11
Old Mission Capital
Illinois
$1.51M +$547K +19,086 +62%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.46M +$43.5K +1,520 +3%
EMAM
13
Encompass More Asset Management
California
$1.38M +$206K +7,192 +19%
BCI
14
Brinker Capital Investments
Pennsylvania
$1.14M +$775K +27,077 +254%
CF
15
Centaurus Financial
California
$1.1M -$410K -14,308 -28%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$968K +$84.1K +2,938 +10%
BCM
17
Brookstone Capital Management
Illinois
$885K +$33.5K +1,171 +4%
KAS
18
Kestra Advisory Services
Texas
$872K -$137K -4,792 -14%
CW
19
CreativeOne Wealth
Kansas
$849K -$11.6K -405 -1%
FCFC
20
First Commonwealth Financial Corp
Pennsylvania
$834K -$26.8K -937 -3%
GS
21
GWN Securities
Florida
$714K +$9.48K +331 +1%
GI
22
Gradient Investments
Minnesota
$605K +$575K +20,078 New
Citadel Advisors
23
Citadel Advisors
Florida
$572K +$544K +18,987 New
CF
24
Crosspoint Financial
California
$524K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$498K +$216K +7,528 +84%

XBJA Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) for Q2 2025, worth a combined $65.1M — down 45% from $119M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XBJA positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Millington Financial Advisors, adding an estimated $817K. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $60.6M sold.

  • 46 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) as of Q2 2025, up from 44 in Q1 2025.
  • Funds reported $65.1M of Innovator US Equity Accelerated 9 Buffer ETF January stock for Q2 2025, down 45% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF January positions in Q2 2025 and 2 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January buyer in Q2 2025 was Millington Financial Advisors, an estimated $817K added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF January seller in Q2 2025 was Stuart Chaussee & Associates, an estimated $60.6M sold.

Based on aggregated 13F filings for Q2 2025.