Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
30 hedge funds and large institutions have $40.1M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 4 closing their positions.
9% less funds holding
Funds holding: 33 → 30 (-3)
15.22% less ownership
Funds ownership: 71% → 55.78% (-15%)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
28% less capital invested
Capital invested by funds: $55.8M → $40.1M (-$15.7M)
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.12M |
| 2 |
Goldman Sachs
New York
|
+$798K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$315K |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$76.4K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$25.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.25M |
| 2 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
-$1.09M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.04M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$955K |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$794K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GTAM
26
Global Trust Asset Management
West Palm Beach,
Florida
| $194K | – | – | – |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $158K | – | – | – |
|
|
CPA
28
Clear Point Advisors
Melville,
New York
| $61.3K | – | – | – |
|
|
WCAMG
29
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $19.3K | +$19.2K | +600 | New |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | +$5.2K | +163 | New |
|
|
MFA
31
Millington Financial Advisors
Naperville,
Illinois
| – | -$1.09M | -34,390 | Closed |
|
|
BCM
32
Brookstone Capital Management
Wheaton,
Illinois
| – | -$295K | -9,301 | Closed |
|
33
Wolverine Trading
Chicago,
Illinois
| – | -$223K | -7,044 | Closed |
|
34
JP Morgan Chase
New York
| – | -$46.5K | -1,466 | Closed |
|
XBJL Hedge Fund Activity: Q2 2024 in Review
30 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q2 2024, worth a combined $40.1M — down 28% from $55.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of XBJL and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 6 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.12M. The largest seller was Old Mission Capital, cutting an estimated $1.25M.
- 30 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q2 2024, down from 33 in Q1 2024.
- Funds reported $40.1M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q2 2024, down 28% quarter-over-quarter.
- 3 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q2 2024 and 4 closed out, a net change of -1 holder.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q2 2024 was Susquehanna International Group, an estimated $1.12M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q2 2024 was Old Mission Capital, an estimated $1.25M sold.
Based on aggregated 13F filings for Q2 2024.