Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
8 hedge funds and large institutions have $3.85M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.
101% more capital invested
Capital invested by funds: $1.91M → $3.85M (+$1.94M)
24.4% more ownership
Funds ownership: 21.57% → 45.97% (+24%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
11% less funds holding
Funds holding: 9 → 8 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$493K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$101K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$92K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$13.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$336K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$235K |
| 3 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$218K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
-$6.93K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
1
WealthPlan Investment Management
Omaha,
Nebraska
| $2.19M | +$2.2M | +94,147 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $464K | +$493K | +21,052 | New |
|
|
SS
3
Sunbelt Securities
Houston,
Texas
| $390K | -$6.93K | -296 | -2% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $293K | +$92K | +3,931 | +42% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $236K | -$2.27K | -97 | -0.9% |
|
|
BBPWM
6
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $230K | -$2.15K | -92 | -0.9% |
|
|
7
UBS Group
Zurich,
Switzerland
| $38K | +$13.4K | +574 | +50% |
|
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $132 | +$101K | +4,300 | +331% |
|
|
BMM
9
Berkshire Money Management
Dalton,
Massachusetts
| – | -$336K | -14,938 | Closed |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$235K | -10,476 | Closed |
|
|
CA
11
Corrado Advisors
Ramsey,
New Jersey
| – | -$218K | -9,710 | Closed |
|
XBOC Hedge Fund Activity: Q3 2022 in Review
8 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) for Q3 2022, worth a combined $3.85M — up 101% from $1.91M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XBOC and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $493K. The largest seller was Berkshire Money Management, exiting entirely with an estimated $336K sold.
- 8 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) as of Q3 2022, down from 9 in Q2 2022.
- Funds reported $3.85M of Innovator US Equity Accelerated 9 Buffer ETF October stock for Q3 2022, up 101% quarter-over-quarter.
- 2 funds opened new Innovator US Equity Accelerated 9 Buffer ETF October positions in Q3 2022 and 3 closed out, a net change of -1 holder.
- The largest Innovator US Equity Accelerated 9 Buffer ETF October buyer in Q3 2022 was Citadel Advisors, an estimated $493K added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF October seller in Q3 2022 was Berkshire Money Management, an estimated $336K sold.
Based on aggregated 13F filings for Q3 2022.