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Innovator US Equity Accelerated 9 Buffer ETF October

28 hedge funds and large institutions have $34M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

785% more capital invested

Capital invested by funds: $3.85M → $34M (+$30.2M)

250% more funds holding

Funds holding: 828 (+20)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

27.61% more ownership

Funds ownership: 45.97%73.58% (+28%)

Holders
28
Holders Change
+20
Holders Change %
+250%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
5
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1
Millington Financial Advisors
Illinois
$5.38M +$5.32M +231,700 New
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$4.86M +$4.8M +209,411 New
SS
3
Sunbelt Securities
Texas
$4.29M +$3.84M +167,160 +945%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.99M +$2.65M +115,461 +866%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$2.85M +$2.58M +112,329 +1,077%
WP
6
WealthPLAN Partners
Nebraska
$2.28M +$2.15M +93,597 New
WIM
7
WealthPlan Investment Management
Nebraska
$2.28M -$12.6K -550 -0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.87M +$1.85M +80,708 New
MIM
9
Macroview Investment Management
Maryland
$1.09M +$1.08M +47,025 New
SB
10
Strategic Blueprint
Georgia
$879K +$870K +37,897 New
Citadel Advisors
11
Citadel Advisors
Florida
$860K +$368K +16,023 +76%
CFS
12
CRA Financial Services
New Jersey
$737K +$729K +31,754 New
CW
13
CreativeOne Wealth
Kansas
$538K +$532K +23,205 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$431K +$426K +18,584 New
KAS
15
Kestra Advisory Services
Texas
$394K +$390K +16,995 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$359K +$225K +9,800 +175%
CA
17
Corrado Advisors
New Jersey
$318K +$315K +13,707 New
SWP
18
Stratos Wealth Partners
Ohio
$295K +$292K +12,731 New
OMC
19
Old Mission Capital
Illinois
$259K +$256K +11,143 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$241K -$7.82K -341 -3%
DI
21
Diligent Investors
California
$232K +$229K +10,000 New
CAN
22
Cetera Advisor Networks
California
$226K +$223K +9,734 New
KWM
23
Kingsview Wealth Management
Oregon
$215K +$212K +9,250 New
OCM
24
Orion Capital Management
California
$92.8K +$91.8K +4,000 New
UBS Group
25
UBS Group
Switzerland
$29.1K -$10.7K -465 -27%

XBOC Hedge Fund Activity: Q4 2022 in Review

28 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) for Q4 2022, worth a combined $34M — up 785% from $3.85M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XBOC positions and 0 closed out — a net gain of 20 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $4.8M. The largest seller was WealthPlan Investment Management, cutting an estimated $12.6K.

  • 28 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) as of Q4 2022, up from 8 in Q3 2022.
  • Funds reported $34M of Innovator US Equity Accelerated 9 Buffer ETF October stock for Q4 2022, up 785% quarter-over-quarter.
  • 20 funds opened new Innovator US Equity Accelerated 9 Buffer ETF October positions in Q4 2022 and 0 closed out, a net change of +20 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October buyer in Q4 2022 was Cetera Investment Advisers, an estimated $4.8M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October seller in Q4 2022 was WealthPlan Investment Management, an estimated $12.6K sold.

Based on aggregated 13F filings for Q4 2022.