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Innovator US Equity Accelerated 9 Buffer ETF July

39 hedge funds and large institutions have $131M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

226% more capital invested

Capital invested by funds: $40.1M → $131M (+$90.5M)

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

30% more funds holding

Funds holding: 3039 (+9)

26.31% more ownership

Funds ownership: 55.78%82.09% (+26%)

Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
15
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$70.7M +$69M +2,111,493 New
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$12.9M +$175K +5,364 +1%
BFA
3
Brown Financial Advisors
Ohio
$7.98M +$7.8M +238,476 New
HighTower Advisors
4
HighTower Advisors
Illinois
$3.95M +$3.86M +117,923 New
WCG
5
Weaver Consulting Group
California
$3.05M -$149K -4,551 -5%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$2.83M -$120K -3,657 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.79M +$681K +20,815 +33%
OMC
8
Old Mission Capital
Illinois
$2.65M +$1.84M +56,226 +245%
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$2.51M -$20.4K -624 -0.8%
CPIG
10
Chicago Partners Investment Group
Illinois
$2.15M +$18.7K +573 +0.9%
CF
11
Centaurus Financial
California
$2.14M +$268K +8,203 +15%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.12M -$14.7K -450 -0.7%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.07M +$517K +15,821 +34%
SCA
14
Snowden Capital Advisors
New York
$1.64M -$50.5K -1,545 -3%
PW
15
Paladin Wealth
Minnesota
$1.46M +$1.42M +43,507 New
KAS
16
Kestra Advisory Services
Texas
$1.09M +$202K +6,191 +23%
FCFC
17
First Commonwealth Financial Corp
Pennsylvania
$879K +$19.4K +594 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$859K +$25.3K +774 +3%
CF
19
Crosspoint Financial
California
$745K +$728K +22,250 New
OCM
20
Orion Capital Management
California
$630K +$25.3K +775 +4%
MFA
21
Millington Financial Advisors
Illinois
$628K +$613K +18,748 New
SPIA
22
Steward Partners Investment Advisory
New York
$550K +$25.6K +784 +5%
VWA
23
Visionary Wealth Advisors
Illinois
$536K +$47.4K +1,450 +10%
W
24
WorthPointe
California
$530K +$294K +8,987 +131%
EMAM
25
Encompass More Asset Management
California
$453K +$443K +13,541 New

XBJL Hedge Fund Activity: Q3 2024 in Review

39 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q3 2024, worth a combined $131M — up 226% from $40.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XBJL positions and 3 closed out — a net gain of 9 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $69M. The largest seller was Goldman Sachs, exiting entirely with an estimated $806K sold.

  • 39 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q3 2024, up from 30 in Q2 2024.
  • Funds reported $131M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q3 2024, up 226% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q3 2024 and 3 closed out, a net change of +9 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q3 2024 was Gradient Investments, an estimated $69M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q3 2024 was Goldman Sachs, an estimated $806K sold.

Based on aggregated 13F filings for Q3 2024.