Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
24 hedge funds and large institutions have $34.4M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 6 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
1% more capital invested
Capital invested by funds: $34M → $34.4M (+$401K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.81% less ownership
Funds ownership: 73.58% → 70.77% (-2.8%)
14% less funds holding
Funds holding: 28 → 24 (-4)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.53M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$564K |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$453K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$197K |
| 5 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$2.28M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$1.35M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$259K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$241K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$226K |
XBOC Hedge Fund Activity: Q1 2023 in Review
24 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) for Q1 2023, worth a combined $34.4M — up 1.2% from $34M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of XBOC and 2 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 9 added.
The largest buyer was Centaurus Financial, opening a new position worth an estimated $1.53M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $2.28M sold.
- 24 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) as of Q1 2023, down from 28 in Q4 2022.
- Funds reported $34.4M of Innovator US Equity Accelerated 9 Buffer ETF October stock for Q1 2023, up 1.2% quarter-over-quarter.
- 2 funds opened new Innovator US Equity Accelerated 9 Buffer ETF October positions in Q1 2023 and 6 closed out, a net change of -4 holders.
- The largest Innovator US Equity Accelerated 9 Buffer ETF October buyer in Q1 2023 was Centaurus Financial, an estimated $1.53M added.
- The largest Innovator US Equity Accelerated 9 Buffer ETF October seller in Q1 2023 was WealthPlan Investment Management, an estimated $2.28M sold.
Based on aggregated 13F filings for Q1 2023.