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Innovator US Equity Accelerated 9 Buffer ETF July

30 hedge funds and large institutions have $40.1M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 3330 (-3)

15.22% less ownership

Funds ownership: 71%55.78% (-15%)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

28% less capital invested

Capital invested by funds: $55.8M → $40.1M (-$15.7M)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$12.3M -$169K -5,299 -1%
WCG
2
Weaver Consulting Group
California
$3.09M -$107K -3,366 -3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.84M +$315K +9,875 +13%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$2.44M -$12.2K -381 -0.5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.06M -$955K -29,911 -32%
CPIG
6
Chicago Partners Investment Group
Illinois
$2.05M +$76.4K +2,392 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.02M -$523K -16,386 -21%
CF
8
Centaurus Financial
California
$1.79M -$1.04M -32,424 -37%
SCA
9
Snowden Capital Advisors
New York
$1.63M -$794K -24,880 -33%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.49M +$1.12M +35,025 +317%
KAS
11
Kestra Advisory Services
Texas
$850K
FCFC
12
First Commonwealth Financial Corp
Pennsylvania
$827K -$1.6K -50 -0.2%
Goldman Sachs
13
Goldman Sachs
New York
$806K +$798K +25,000 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$803K +$18.1K +566 +2%
OMC
15
Old Mission Capital
Illinois
$738K -$1.25M -39,163 -63%
OCM
16
Orion Capital Management
California
$582K -$11.4K -357 -2%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$561K -$35.1K -1,100 -6%
SPIA
18
Steward Partners Investment Advisory
New York
$504K +$25.2K +788 +5%
VWA
19
Visionary Wealth Advisors
Illinois
$469K
EWA
20
Evolution Wealth Advisors
Florida
$401K
CA
21
Cambridge Advisors
Nebraska
$398K -$7.18K -225 -2%
Citadel Advisors
22
Citadel Advisors
Florida
$359K -$22.3K -697 -6%
SS
23
Sunbelt Securities
Texas
$256K -$29.5K -925 -10%
W
24
WorthPointe
California
$221K +$12.4K +387 +6%
DI
25
Diligent Investors
California
$219K

XBJL Hedge Fund Activity: Q2 2024 in Review

30 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q2 2024, worth a combined $40.1M — down 28% from $55.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of XBJL and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.12M. The largest seller was Old Mission Capital, cutting an estimated $1.25M.

  • 30 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q2 2024, down from 33 in Q1 2024.
  • Funds reported $40.1M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q2 2024, down 28% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q2 2024 and 4 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q2 2024 was Susquehanna International Group, an estimated $1.12M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q2 2024 was Old Mission Capital, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2024.