Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
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.
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: 16 → 20 (+4)
6.1% more ownership
Funds ownership: 38.75% → 44.85% (+6.1%)
6% less capital invested
Capital invested by funds: $17.1M → $16.2M (-$945K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.88M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$513K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$398K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$387K |
| 5 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
-$3.72M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.41M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.65M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$230K |
| 5 |
JWBC
John W. Brooker & Co
Oakland,
California
|
-$14K |
XBJL Hedge Fund Activity: Q4 2022 in Review
20 of the 6,237 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 5.5% from $17.1M 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 5.5% 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.