Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
35 hedge funds and large institutions have $42.3M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 0 closing their positions.
9% more funds holding
Funds holding: 32 → 35 (+3)
18.29% less ownership
Funds ownership: 79.72% → 61.43% (-18%)
28% less capital invested
Capital invested by funds: $59.1M → $42.3M (-$16.8M)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$491K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$175K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$74.4K |
| 4 |
OCM
Orion Capital Management
Coronado,
California
|
+$53.2K |
| 5 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
+$37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.46M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.16M |
| 3 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$1.04M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$756K |
| 5 |
Jane Street
New York
|
-$303K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
26
Orion Capital Management
Coronado,
California
| $295K | +$53.2K | +1,841 | +22% |
|
|
AWA
27
Arkadios Wealth Advisors
Atlanta,
Georgia
| $230K | – | – | – |
|
28
Citadel Advisors
Miami,
Florida
| $208K | -$138K | -4,764 | -40% |
|
|
DFA
29
DHJJ Financial Advisors
Naperville,
Illinois
| $170K | -$22.4K | -775 | -12% |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $54.9K | +$983 | +34 | +2% |
|
31
UBS Group
Zurich,
Switzerland
| $45.3K | +$19.7K | +680 | +78% |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | +$16.6K | +575 | New |
|
|
EWA
33
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.17K | – | – | – |
|
34
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | +$5.21K | +180 | New |
|
35
Jones Financial Companies
Des Peres,
Missouri
| $878 | +$868 | +30 | New |
|
XBOC Hedge Fund Activity: Q2 2024 in Review
35 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) for Q2 2024, worth a combined $42.3M — down 28% from $59.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XBOC positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 15 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $491K. The largest seller was Osaic Holdings, cutting an estimated $1.46M.
- 35 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) as of Q2 2024, up from 32 in Q1 2024.
- Funds reported $42.3M of Innovator US Equity Accelerated 9 Buffer ETF October stock for Q2 2024, down 28% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF October positions in Q2 2024 and 0 closed out, a net change of +5 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF October buyer in Q2 2024 was Susquehanna International Group, an estimated $491K added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF October seller in Q2 2024 was Osaic Holdings, an estimated $1.46M sold.
Based on aggregated 13F filings for Q2 2024.