Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
35 hedge funds and large institutions have $51M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
13% more funds holding
Funds holding: 31 → 35 (+4)
6% more capital invested
Capital invested by funds: $48.3M → $51M (+$2.7M)
1.25% less ownership
Funds ownership: 59.02% → 57.77% (-1.2%)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.08M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$643K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$494K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$387K |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$266K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
26
Brookstone Capital Management
Wheaton,
Illinois
| $264K | +$44.9K | +1,533 | +22% |
|
|
AWA
27
Arkadios Wealth Advisors
Atlanta,
Georgia
| $238K | +$227K | +7,762 | New |
|
|
AWM
28
AE Wealth Management
Topeka,
Kansas
| $221K | – | – | – |
|
|
DI
29
Diligent Investors
Redlands,
California
| $208K | +$199K | +6,800 | New |
|
|
GTAM
30
Global Trust Asset Management
West Palm Beach,
Florida
| $184K | – | – | – |
|
|
DFA
31
DHJJ Financial Advisors
Naperville,
Illinois
| $150K | – | – | – |
|
|
AF
32
Allworth Financial
Folsom,
California
| $128K | – | – | – |
|
|
CPA
33
Clear Point Advisors
Melville,
New York
| $58.2K | +$55.7K | +1,900 | New |
|
34
UBS Group
Zurich,
Switzerland
| $20.3K | -$83.7K | -2,859 | -81% |
|
|
CJ
35
Caitlin John
Brighton,
Michigan
| $337 | +$322 | +11 | New |
|
|
OMC
36
Old Mission Capital
Chicago,
Illinois
| – | -$387K | -13,610 | Closed |
|
37
Morgan Stanley
New York
| – | -$56.8K | -2,000 | Closed |
|
XBJL Hedge Fund Activity: Q4 2023 in Review
35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q4 2023, worth a combined $51M — up 5.6% from $48.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XBJL positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 13 trimmed.
The largest buyer was Arlington Capital Management, opening a new position worth an estimated $666K. The largest seller was Citadel Advisors, cutting an estimated $1.08M.
- 35 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $51M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q4 2023, up 5.6% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q4 2023 and 2 closed out, a net change of +4 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q4 2023 was Arlington Capital Management, an estimated $666K added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q4 2023 was Citadel Advisors, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2023.