Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
11 hedge funds and large institutions have $3.69M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.72% less ownership
Funds ownership: 36.32% → 35.61% (-0.72%)
5% less capital invested
Capital invested by funds: $3.87M → $3.69M (-$180K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$594K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$200K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$96.9K |
| 4 |
DHGWA
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
+$5.29K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$682K |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$306K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$7.93K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPIG
1
Chicago Partners Investment Group
Chicago,
Illinois
| $1.65M | – | – | – |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $614K | +$96.9K | +3,663 | +19% |
|
|
3
Citadel Advisors
Miami,
Florida
| $604K | +$594K | +22,469 | New |
|
|
ATPW
4
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $306K | – | – | – |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $204K | +$200K | +7,570 | New |
|
|
BBPWM
6
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $158K | -$7.93K | -300 | -5% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $62K | +$5.21K | +197 | +9% |
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $30K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $24K | -$1.24K | -47 | -5% |
|
|
DHGWA
10
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
| $23K | +$5.29K | +200 | +31% |
|
|
JWBC
11
John W. Brooker & Co
Oakland,
California
| $16K | – | – | – |
|
|
ACM
12
Arlington Capital Management
Arlington Heights,
Illinois
| – | -$682K | -25,278 | Closed |
|
|
AWM
13
Axxcess Wealth Management
Carlsbad,
California
| – | -$306K | -11,342 | Closed |
|
XBJL Hedge Fund Activity: Q1 2022 in Review
11 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q1 2022, worth a combined $3.69M — down 4.6% from $3.87M a quarter earlier.
Fund positioning in XBJL was balanced in Q1 2022: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $594K. The largest seller was Arlington Capital Management, exiting entirely with an estimated $682K sold.
- 11 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $3.69M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q1 2022, down 4.6% quarter-over-quarter.
- 2 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q1 2022 and 2 closed out, a net change of 0 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q1 2022 was Citadel Advisors, an estimated $594K added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q1 2022 was Arlington Capital Management, an estimated $682K sold.
Based on aggregated 13F filings for Q1 2022.