We are live on ! Find out more
XBJL icon

Innovator US Equity Accelerated 9 Buffer ETF July

31 hedge funds and large institutions have $48.3M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

121% more capital invested

Capital invested by funds: $21.9M → $48.3M (+$26.4M)

55% more funds holding

Funds holding: 2031 (+11)

2.14% more ownership

Funds ownership: 56.88%59.02% (+2.1%)

Holders
31
Holders Change
+11
Holders Change %
+55%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
13
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
1
Cetera Advisor Networks
California
$6.15M +$6.28M +216,716 New
WP
2
WealthPLAN Partners
Nebraska
$5.24M +$5.33M +184,151 +46,038%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.57M -$74.7K -2,581 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.82M +$1.27M +44,010 +49%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.97M +$2.52M +86,926 +489%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.95M +$389K +13,419 +15%
WCG
7
Weaver Consulting Group
California
$2.79M +$165K +5,691 +6%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.78M +$2.83M +97,855 New
CF
9
Centaurus Financial
California
$2.6M +$2.65M +91,455 New
SCA
10
Snowden Capital Advisors
New York
$2.49M +$1.2M +41,274 +89%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$2.22M +$943K +32,566 +72%
CPIG
12
Chicago Partners Investment Group
Illinois
$1.72M
Citadel Advisors
13
Citadel Advisors
Florida
$1.38M +$1.41M +48,536 New
MFA
14
Millington Financial Advisors
Illinois
$811K +$111K +3,832 +16%
KAS
15
Kestra Advisory Services
Texas
$746K +$210K +7,265 +38%
FCFC
16
First Commonwealth Financial Corp
Pennsylvania
$733K +$748K +25,819 New
SS
17
Sunbelt Securities
Texas
$573K +$927 +32 +0.2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$466K +$222K +7,650 +93%
OCM
19
Orion Capital Management
California
$429K -$35.5K -1,225 -8%
VWA
20
Visionary Wealth Advisors
Illinois
$414K +$422K +14,561 New
OMC
21
Old Mission Capital
Illinois
$387K +$394K +13,610 New
CA
22
Cambridge Advisors
Nebraska
$374K +$119K +4,110 +45%
EWA
23
Evolution Wealth Advisors
Florida
$353K
SPIA
24
Steward Partners Investment Advisory
New York
$321K +$37.6K +1,299 +13%
AWM
25
AE Wealth Management
Kansas
$203K +$207K +7,145 New

XBJL Hedge Fund Activity: Q3 2023 in Review

31 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q3 2023, worth a combined $48.3M — up 121% from $21.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XBJL positions and 2 closed out — a net gain of 12 holders — while 13 added to existing stakes and 2 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $6.28M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $410K sold.

  • 31 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q3 2023, up from 20 in Q2 2023.
  • Funds reported $48.3M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q3 2023, up 121% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q3 2023 and 2 closed out, a net change of +12 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q3 2023 was Cetera Advisor Networks, an estimated $6.28M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q3 2023 was Susquehanna International Group, an estimated $410K sold.

Based on aggregated 13F filings for Q3 2023.