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Innovator US Equity Accelerated 9 Buffer ETF July
XBJL

16 hedge funds and large institutions have $17M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

263% more capital invested

Capital invested by funds: $4.68M → $17M (+$12.3M)

78% more funds holding

Funds holding: 9 → 16 (+7)

8.98% more ownership

Funds ownership: 29.77% → 38.75% (+9%)

Holders
16
Holders Change
+7
Holders Change %
+77.78%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SS
Sunbelt Securities
Texas
+$4.19M
2
OMC
Old Mission Capital
Illinois
+$3.17M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.4M
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$1.15M
5
CW
CreativeOne Wealth
Kansas
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$27K
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1
Sunbelt Securities
Texas
$3.96M +$4.19M +164,602 New
OMC
2
Old Mission Capital
Illinois
$3M +$3.17M +124,686 New
Citadel Advisors
3
Citadel Advisors
Florida
$2.16M +$36.7K +1,442 +2%
CPIG
4
Chicago Partners Investment Group
Illinois
$1.57M – – –
Osaic Holdings
5
Osaic Holdings
Arizona
$1.52M +$1.4M +55,168 +683%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$1.23M +$1.15M +45,235 +749%
CW
7
CreativeOne Wealth
Kansas
$1M +$1.06M +41,584 New
WCG
8
Weaver Consulting Group
California
$880K +$931K +36,557 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$420K +$233K +9,153 +110%
KAS
10
Kestra Advisory Services
Texas
$410K +$433K +17,020 New
EWA
11
Evolution Wealth Advisors
Florida
$299K +$316K +12,430 New
ATPW
12
Ashton Thomas Private Wealth
Arizona
$273K – – –
CA
13
Cambridge Advisors
Nebraska
$218K +$230K +9,045 New
SWM
14
Spire Wealth Management
Virginia
$16K +$16.6K +651 New
JWBC
15
John W. Brooker & Co
California
$14K – – –
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$156 +$130K +5,100 +464%
UBS Group
17
UBS Group
Switzerland
– -$27K -1,079 Closed

XBJL Hedge Fund Activity: Q3 2022 in Review

16 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q3 2022, worth a combined $17M — up 263% from $4.68M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XBJL positions and 1 closed out — a net gain of 7 holders — while 5 added to existing stakes and 0 trimmed.

The largest buyer was Sunbelt Securities, opening a new position worth an estimated $4.19M. The largest seller was UBS Group, exiting entirely with an estimated $27K sold.

  • 16 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q3 2022, up from 9 in Q2 2022.
  • Funds reported $17M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q3 2022, up 263% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q3 2022 and 1 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q3 2022 was Sunbelt Securities, an estimated $4.19M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q3 2022 was UBS Group, an estimated $27K sold.

Based on aggregated 13F filings for Q3 2022.