XBOC icon

Innovator US Equity Accelerated 9 Buffer ETF October
XBOC

Overview Fund Activity

32 hedge funds and large institutions have $44M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+10
Holders Change %
+45.45%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
13
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIM
1
Bullseye Investment Management
Ohio
$4.06M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.19M
3
CAN
3
Cetera Advisor Networks
California
$1.36M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.3M
5
ASN
5
Advisory Services Network
Georgia
$879K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
KAS
2
Kestra Advisory Services
Texas
$352K
3
AWA
3
Arkadios Wealth Advisors
Georgia
$241K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.24M
5
CPP
5
Capasso Planning Partners
South Carolina
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
Orion Capital Management
California
$243K +$126K +4,538 +108%
AWA
27
Arkadios Wealth Advisors
Georgia
$241K -$25.4K -912 -10%
DFA
28
DHJJ Financial Advisors
Illinois
$184K +$18.9K +680 +11%
SPIA
29
Steward Partners Investment Advisory
New York
$51.3K +$51.3K +1,842 New
UBS Group
30
UBS Group
Switzerland
$40K +$40K +1,437 New
EWA
31
EverSource Wealth Advisors
Alabama
$4.9K – – –
Morgan Stanley
32
Morgan Stanley
New York
$502 +$502 +18 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
– -$352K -13,417 Closed
1
2