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Innovator US Equity Accelerated 9 Buffer ETF July

42 hedge funds and large institutions have $172M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more capital invested

Capital invested by funds: $131M → $172M (+$41.6M)

11.73% more ownership

Funds ownership: 82.09%93.82% (+12%)

8% more funds holding

Funds holding: 3942 (+3)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
9
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
Evolution Wealth Advisors
Florida
$424K
AWM
27
AE Wealth Management
Kansas
$273K +$272K +8,006 New
SS
28
Sunbelt Securities
Texas
$271K
Wolverine Trading
29
Wolverine Trading
Illinois
$265K +$263K +7,759 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$263K +$261K +7,702 New
DI
31
Diligent Investors
California
$232K
GTAM
32
Global Trust Asset Management
Florida
$205K
SWP
33
Stratos Wealth Partners
Ohio
$205K
DFA
34
DHJJ Financial Advisors
Illinois
$167K
SPIA
35
Steward Partners Investment Advisory
New York
$120K -$438K -12,919 -79%
IA
36
IFP Advisors
Florida
$78.5K
BlackRock
37
BlackRock
New York
$67.8K +$67.3K +1,984 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$32K
WCAMG
39
Woodard & Company Asset Management Group
North Carolina
$30.7K
UBS Group
40
UBS Group
Switzerland
$27.8K +$27.6K +814 New
LC
41
Luminist Capital
Michigan
$5.94K +$5.91K +174 New
AG
42
AmeriFlex Group
Nevada
$3.98K +$3.9K +115 New
OMC
43
Old Mission Capital
Illinois
-$2.65M -79,131 Closed
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
-$2.12M -63,351 Closed
CA
45
Cambridge Advisors
Nebraska
-$412K -12,310 Closed
CA
46
CoreCap Advisors
Michigan
-$182K -5,440 Closed
Barclays
47
Barclays
United Kingdom
-$149K -4,453 Closed
CPA
48
Clear Point Advisors
New York
-$63.6K -1,900 Closed

XBJL Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q4 2024, worth a combined $172M — up 32% from $131M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XBJL positions and 6 closed out — a net gain of 4 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Gradient Investments, adding an estimated $35.3M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.65M sold.

  • 42 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q4 2024, up from 39 in Q3 2024.
  • Funds reported $172M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q4 2024, up 32% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q4 2024 and 6 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q4 2024 was Gradient Investments, an estimated $35.3M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q4 2024 was Old Mission Capital, an estimated $2.65M sold.

Based on aggregated 13F filings for Q4 2024.