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Innovator US Equity Accelerated 9 Buffer ETF July

42 hedge funds and large institutions have $172M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more capital invested

Capital invested by funds: $131M → $172M (+$41.6M)

11.73% more ownership

Funds ownership: 82.09%93.82% (+12%)

8% more funds holding

Funds holding: 3942 (+3)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
9
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$108M +$35.3M +1,041,197 +49%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$13.2M +$68 +2 +0%
BFA
3
Brown Financial Advisors
Ohio
$8.83M +$688K +20,278 +9%
MFS
4
Mattson Financial Services
Michigan
$8.01M +$8.12M +239,254 New
HighTower Advisors
5
HighTower Advisors
Illinois
$4.03M
Osaic Holdings
6
Osaic Holdings
Arizona
$3.17M +$323K +9,529 +11%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$2.84M -$42.6K -1,255 -1%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$2.56M -$3.63K -107 -0.1%
WCG
9
Weaver Consulting Group
California
$2.54M -$569K -16,766 -18%
PW
10
Paladin Wealth
Minnesota
$2.17M +$678K +19,979 +46%
CPIG
11
Chicago Partners Investment Group
Illinois
$2.1M -$95.4K -2,810 -4%
CF
12
Centaurus Financial
California
$2.08M -$101K -2,987 -5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.4M -$711K -20,955 -34%
SCA
14
Snowden Capital Advisors
New York
$1.2M -$468K -13,800 -28%
KAS
15
Kestra Advisory Services
Texas
$1.12M +$11.7K +345 +1%
FCFC
16
First Commonwealth Financial Corp
Pennsylvania
$884K -$12.3K -361 -1%
MFA
17
Millington Financial Advisors
Illinois
$798K +$147K +4,324 +23%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$786K -$90.3K -2,660 -10%
EMAM
19
Encompass More Asset Management
California
$757K +$293K +8,637 +64%
Jane Street
20
Jane Street
New York
$723K +$719K +21,173 New
GS
21
GWN Securities
Florida
$596K +$593K +17,468 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$568K +$289K +8,508 +105%
VWA
23
Visionary Wealth Advisors
Illinois
$547K
W
24
WorthPointe
California
$541K
OCM
25
Orion Capital Management
California
$446K -$195K -5,741 -31%

XBJL Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q4 2024, worth a combined $172M — up 32% from $131M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XBJL positions and 6 closed out — a net gain of 4 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Gradient Investments, adding an estimated $35.3M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.65M sold.

  • 42 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q4 2024, up from 39 in Q3 2024.
  • Funds reported $172M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q4 2024, up 32% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q4 2024 and 6 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q4 2024 was Gradient Investments, an estimated $35.3M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q4 2024 was Old Mission Capital, an estimated $2.65M sold.

Based on aggregated 13F filings for Q4 2024.