Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
28 hedge funds and large institutions have $34M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
785% more capital invested
Capital invested by funds: $3.85M → $34M (+$30.2M)
250% more funds holding
Funds holding: 8 → 28 (+20)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
27.61% more ownership
Funds ownership: 45.97% → 73.58% (+28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.8M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$3.84M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.65M |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$2.58M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$12.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.7K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.82K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
26
Sound Income Strategies
Ft Lauderdale,
Florida
| $26.2K | +$25.9K | +1,127 | New |
|
|
EWA
27
EverSource Wealth Advisors
Birmingham,
Alabama
| $4.08K | +$4.04K | +176 | New |
|
28
Wells Fargo
San Francisco,
California
| $743 | +$734 | +32 | New |
|
XBOC Hedge Fund Activity: Q4 2022 in Review
28 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) for Q4 2022, worth a combined $34M — up 785% from $3.85M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new XBOC positions and 0 closed out — a net gain of 20 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $4.8M. The largest seller was WealthPlan Investment Management, cutting an estimated $12.6K.
- 28 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) as of Q4 2022, up from 8 in Q3 2022.
- Funds reported $34M of Innovator US Equity Accelerated 9 Buffer ETF October stock for Q4 2022, up 785% quarter-over-quarter.
- 20 funds opened new Innovator US Equity Accelerated 9 Buffer ETF October positions in Q4 2022 and 0 closed out, a net change of +20 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF October buyer in Q4 2022 was Cetera Investment Advisers, an estimated $4.8M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF October seller in Q4 2022 was WealthPlan Investment Management, an estimated $12.6K sold.
Based on aggregated 13F filings for Q4 2022.