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Innovator US Equity Accelerated 9 Buffer ETF July

20 hedge funds and large institutions have $16.2M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

25% more funds holding

Funds holding: 1620 (+4)

6.1% more ownership

Funds ownership: 38.75%44.85% (+6.1%)

5% less capital invested

Capital invested by funds: $17M → $16.2M (-$790K)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$3.92M +$3.88M +153,070 New
Osaic Holdings
2
Osaic Holdings
Arizona
$2.02M +$398K +15,696 +25%
CPIG
3
Chicago Partners Investment Group
Illinois
$1.7M
CW
4
CreativeOne Wealth
Kansas
$1.46M +$387K +15,275 +37%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$1.32M +$10.1K +400 +0.8%
WCG
6
Weaver Consulting Group
California
$1.18M +$245K +9,680 +26%
OMC
7
Old Mission Capital
Illinois
$758K -$2.41M -95,108 -76%
Citadel Advisors
8
Citadel Advisors
Florida
$638K -$1.65M -64,995 -72%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$519K +$513K +20,235 New
KAS
10
Kestra Advisory Services
Texas
$513K +$75.8K +2,990 +18%
SS
11
Sunbelt Securities
Texas
$460K -$3.72M -146,649 -89%
MFA
12
Millington Financial Advisors
Illinois
$373K +$369K +14,557 New
EWA
13
Evolution Wealth Advisors
Florida
$319K
ATPW
14
Ashton Thomas Private Wealth
Arizona
$291K
CA
15
Cambridge Advisors
Nebraska
$232K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$217K +$52K +2,050 +33%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$214K -$230K -9,074 -52%
SIS
18
Sound Income Strategies
Florida
$26.3K +$26K +1,027 New
SWM
19
Spire Wealth Management
Virginia
$17K
UBS Group
20
UBS Group
Switzerland
$4.87K +$4.82K +190 New
JWBC
21
John W. Brooker & Co
California
-$14K -582 Closed

XBJL Hedge Fund Activity: Q4 2022 in Review

20 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q4 2022, worth a combined $16.2M — down 4.6% from $17M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XBJL positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $3.88M. The largest seller was Sunbelt Securities, cutting an estimated $3.72M.

  • 20 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q4 2022, up from 16 in Q3 2022.
  • Funds reported $16.2M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q4 2022, down 4.6% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q4 2022 and 1 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q4 2022 was Cetera Investment Advisers, an estimated $3.88M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q4 2022 was Sunbelt Securities, an estimated $3.72M sold.

Based on aggregated 13F filings for Q4 2022.