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Innovator US Equity Accelerated 9 Buffer ETF July
XBJL

35 hedge funds and large institutions have $51M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

13% more funds holding

Funds holding: 31 → 35 (+4)

6% more capital invested

Capital invested by funds: $48.3M → $51M (+$2.7M)

1.25% less ownership

Funds ownership: 59.02% → 57.77% (-1.2%)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Arlington Capital Management
Illinois
+$666K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$354K
3
WP
WealthPLAN Partners
Nebraska
+$272K
4
AWA
Arkadios Wealth Advisors
Georgia
+$227K
5
DI
Diligent Investors
California
+$199K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.08M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$643K
3
Osaic Holdings
Osaic Holdings
Arizona
-$494K
4
OMC
Old Mission Capital
Illinois
-$387K
5
SCA
Snowden Capital Advisors
New York
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
1
Cetera Advisor Networks
California
$6.48M -$150K -5,114 -2%
WP
2
WealthPLAN Partners
Nebraska
$5.94M +$272K +9,293 +5%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.91M -$14.2K -486 -0.3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.44M -$643K -21,951 -16%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.39M +$175K +5,982 +6%
WCG
6
Weaver Consulting Group
California
$3.07M +$56.2K +1,917 +2%
CF
7
Centaurus Financial
California
$2.79M -$11.1K -378 -0.4%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.75M -$233K -7,940 -8%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.66M -$494K -16,868 -16%
SCA
10
Snowden Capital Advisors
New York
$2.41M -$266K -9,065 -10%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$2.36M -$31.8K -1,084 -1%
CPIG
12
Chicago Partners Investment Group
Illinois
$1.89M -$674 -23 -0%
MFA
13
Millington Financial Advisors
Illinois
$1.05M +$164K +5,594 +20%
KAS
14
Kestra Advisory Services
Texas
$800K -$4.42K -151 -0.6%
FCFC
15
First Commonwealth Financial Corp
Pennsylvania
$792K +$1.7K +58 +0.2%
ACM
16
Arlington Capital Management
Illinois
$696K +$666K +22,719 New
SS
17
Sunbelt Securities
Texas
$583K -$33.1K -1,130 -6%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$567K +$76.2K +2,600 +16%
OCM
19
Orion Capital Management
California
$563K +$96.5K +3,293 +22%
VWA
20
Visionary Wealth Advisors
Illinois
$446K – – –
SPIA
21
Steward Partners Investment Advisory
New York
$404K +$55.2K +1,883 +17%
CA
22
Cambridge Advisors
Nebraska
$403K – – –
EWA
23
Evolution Wealth Advisors
Florida
$381K – – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$370K +$354K +12,082 New
Citadel Advisors
25
Citadel Advisors
Florida
$362K -$1.08M -36,716 -76%
1
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XBJL Hedge Fund Activity: Q4 2023 in Review

35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q4 2023, worth a combined $51M — up 5.6% from $48.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XBJL positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 13 trimmed.

The largest buyer was Arlington Capital Management, opening a new position worth an estimated $666K. The largest seller was Citadel Advisors, cutting an estimated $1.08M.

  • 35 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q4 2023, up from 31 in Q3 2023.
  • Funds reported $51M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q4 2023, up 5.6% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q4 2023 and 2 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q4 2023 was Arlington Capital Management, an estimated $666K added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q4 2023 was Citadel Advisors, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2023.