Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
11 hedge funds and large institutions have $3.87M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
57% more funds holding
Funds holding: 7 → 11 (+4)
43% more capital invested
Capital invested by funds: $2.71M → $3.87M (+$1.16M)
10.66% more ownership
Funds ownership: 25.67% → 36.32% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$670K |
| 2 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$164K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$40.5K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$19.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$86K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPIG
1
Chicago Partners Investment Group
Chicago,
Illinois
| $1.75M | – | – | – |
|
|
ACM
2
Arlington Capital Management
Arlington Heights,
Illinois
| $682K | +$670K | +25,278 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $517K | +$19.9K | +752 | +4% |
|
|
ATPW
4
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $306K | -$86K | -3,244 | -22% |
|
|
AWM
5
Axxcess Wealth Management
Carlsbad,
California
| $306K | +$301K | +11,342 | New |
|
|
BBPWM
6
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $166K | +$164K | +6,167 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $57K | +$40.5K | +1,529 | +266% |
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $30K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $25K | +$3.98K | +150 | +19% |
|
|
DHGWA
10
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
| $18K | +$17.2K | +650 | New |
|
|
JWBC
11
John W. Brooker & Co
Oakland,
California
| $16K | – | – | – |
|
XBJL Hedge Fund Activity: Q4 2021 in Review
11 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q4 2021, worth a combined $3.87M — up 43% from $2.71M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XBJL positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Arlington Capital Management, opening a new position worth an estimated $670K. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $86K.
- 11 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q4 2021, up from 7 in Q3 2021.
- Funds reported $3.87M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q4 2021, up 43% quarter-over-quarter.
- 4 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q4 2021 and 0 closed out, a net change of +4 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q4 2021 was Arlington Capital Management, an estimated $670K added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q4 2021 was Ashton Thomas Private Wealth, an estimated $86K sold.
Based on aggregated 13F filings for Q4 2021.