Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
31 hedge funds and large institutions have $48.3M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
550% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 2
121% more capital invested
Capital invested by funds: $21.9M → $48.3M (+$26.4M)
55% more funds holding
Funds holding: 20 → 31 (+11)
2.14% more ownership
Funds ownership: 56.88% → 59.02% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$6.28M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$5.33M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.83M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$2.65M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$410K |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$301K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$74.7K |
| 4 |
OCM
Orion Capital Management
Coronado,
California
|
-$35.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
26
Brookstone Capital Management
Wheaton,
Illinois
| $201K | +$205K | +7,074 | New |
|
|
GTAM
27
Global Trust Asset Management
West Palm Beach,
Florida
| $171K | +$174K | +6,015 | New |
|
|
DFA
28
DHJJ Financial Advisors
Naperville,
Illinois
| $139K | +$141K | +4,886 | New |
|
|
AF
29
Allworth Financial
Folsom,
California
| $119K | +$121K | +4,189 | New |
|
30
UBS Group
Zurich,
Switzerland
| $100K | +$102K | +3,522 | New |
|
31
Morgan Stanley
New York
| $56.8K | +$57.9K | +2,000 | New |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$410K | -14,179 | Closed |
|
|
CW
33
CreativeOne Wealth
Overland Park,
Kansas
| – | -$301K | -10,417 | Closed |
|
XBJL Hedge Fund Activity: Q3 2023 in Review
31 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q3 2023, worth a combined $48.3M — up 121% from $21.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new XBJL positions and 2 closed out — a net gain of 12 holders — while 13 added to existing stakes and 2 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $6.28M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $410K sold.
- 31 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q3 2023, up from 20 in Q2 2023.
- Funds reported $48.3M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q3 2023, up 121% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q3 2023 and 2 closed out, a net change of +12 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q3 2023 was Cetera Advisor Networks, an estimated $6.28M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q3 2023 was Susquehanna International Group, an estimated $410K sold.
Based on aggregated 13F filings for Q3 2023.