Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
20 hedge funds and large institutions have $21.9M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
34% more capital invested
Capital invested by funds: $16.3M → $21.9M (+$5.6M)
11% more funds holding
Funds holding: 18 → 20 (+2)
7.45% more ownership
Funds ownership: 49.43% → 56.88% (+7.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.54M |
| 2 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$1.44M |
| 3 |
SCA
Snowden Capital Advisors
New York
|
+$1.31M |
| 4 |
OCM
Orion Capital Management
Coronado,
California
|
+$459K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.31M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$490K |
| 3 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$311K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$198K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$38.2K |
XBJL Hedge Fund Activity: Q2 2023 in Review
20 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q2 2023, worth a combined $21.9M — up 34% from $16.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XBJL positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $2.54M. The largest seller was CreativeOne Wealth, cutting an estimated $1.31M.
- 20 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q2 2023, up from 18 in Q1 2023.
- Funds reported $21.9M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q2 2023, up 34% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q2 2023 and 3 closed out, a net change of +2 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q2 2023 was Cambridge Investment Research Advisors, an estimated $2.54M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q2 2023 was CreativeOne Wealth, an estimated $1.31M sold.
Based on aggregated 13F filings for Q2 2023.