Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
27 hedge funds and large institutions have $38M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
17% more capital invested
Capital invested by funds: $32.4M → $38M (+$5.57M)
13% more funds holding
Funds holding: 24 → 27 (+3)
1.23% more ownership
Funds ownership: 70.77% → 72% (+1.2%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.1M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.43M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$613K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$567K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$504K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
-$5.33M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.04M |
| 3 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$333K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$235K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$165K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
26
EverSource Wealth Advisors
Birmingham,
Alabama
| $4.53K | – | – | – |
|
|
AF
27
Allworth Financial
Folsom,
California
| $335 | +$326 | +13 | New |
|
|
CA
28
Corrado Advisors
Ramsey,
New Jersey
| – | -$333K | -13,545 | Closed |
|
|
OCM
29
Orion Capital Management
Coronado,
California
| – | -$98.3K | -4,000 | Closed |
|
30
JP Morgan Chase
New York
| – | -$17.1K | -696 | Closed |
|
31
Wells Fargo
San Francisco,
California
| – | -$787 | -32 | Closed |
|
XBOC Hedge Fund Activity: Q2 2023 in Review
27 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) for Q2 2023, worth a combined $38M — up 17% from $32.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XBOC positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $4.1M. The largest seller was Millington Financial Advisors, cutting an estimated $5.33M.
- 27 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) as of Q2 2023, up from 24 in Q1 2023.
- Funds reported $38M of Innovator US Equity Accelerated 9 Buffer ETF October stock for Q2 2023, up 17% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Accelerated 9 Buffer ETF October positions in Q2 2023 and 4 closed out, a net change of +3 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF October buyer in Q2 2023 was Citadel Advisors, an estimated $4.1M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF October seller in Q2 2023 was Millington Financial Advisors, an estimated $5.33M sold.
Based on aggregated 13F filings for Q2 2023.