Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
33 hedge funds and large institutions have $55.8M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 7 closing their positions.
13.23% more ownership
Funds ownership: 57.77% → 71% (+13%)
10% more capital invested
Capital invested by funds: $51M → $55.8M (+$4.85M)
6% less funds holding
Funds holding: 35 → 33 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.03M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$5.32M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.93M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$219K |
| 5 |
W
WorthPointe
La Jolla,
California
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$5.94M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.69M |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$696K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$584K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$361K |
XBJL Hedge Fund Activity: Q1 2024 in Review
33 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q1 2024, worth a combined $55.8M — up 9.5% from $51M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of XBJL and 5 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 6 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $7.03M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $5.94M sold.
- 33 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q1 2024, down from 35 in Q4 2023.
- Funds reported $55.8M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q1 2024, up 9.5% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q1 2024 and 7 closed out, a net change of -2 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q1 2024 was Cetera Investment Advisers, an estimated $7.03M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q1 2024 was WealthPLAN Partners, an estimated $5.94M sold.
Based on aggregated 13F filings for Q1 2024.