Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
22 hedge funds and large institutions have $28.4M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 8 closing their positions.
19% less funds holding
Funds holding: 27 → 22 (-5)
19.25% less ownership
Funds ownership: 72% → 52.74% (-19%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
25% less capital invested
Capital invested by funds: $38M → $28.4M (-$9.57M)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.16M |
| 2 |
SCA
Snowden Capital Advisors
New York
|
+$847K |
| 3 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
+$465K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$328K |
| 5 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.08M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.49M |
| 3 |
MIM
Macroview Investment Management
Bethesda,
Maryland
|
-$1.2M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$1.03M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$852K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SB
26
Strategic Blueprint
Atlanta,
Georgia
| – | -$1.03M | -40,220 | Closed |
|
|
CW
27
CreativeOne Wealth
Overland Park,
Kansas
| – | -$840K | -32,650 | Closed |
|
|
SWP
28
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$327K | -12,731 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$21.4K | -833 | Closed |
|
|
AF
30
Allworth Financial
Folsom,
California
| – | -$335 | -13 | Closed |
|
XBOC Hedge Fund Activity: Q3 2023 in Review
22 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) for Q3 2023, worth a combined $28.4M — down 25% from $38M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of XBOC and 3 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 6 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.16M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.08M sold.
- 22 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) as of Q3 2023, down from 27 in Q2 2023.
- Funds reported $28.4M of Innovator US Equity Accelerated 9 Buffer ETF October stock for Q3 2023, down 25% quarter-over-quarter.
- 3 funds opened new Innovator US Equity Accelerated 9 Buffer ETF October positions in Q3 2023 and 8 closed out, a net change of -5 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF October buyer in Q3 2023 was Commonwealth Equity Services, an estimated $1.16M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF October seller in Q3 2023 was Citadel Advisors, an estimated $5.08M sold.
Based on aggregated 13F filings for Q3 2023.