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Innovator US Equity Accelerated 9 Buffer ETF October

22 hedge funds and large institutions have $28.4M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% less funds holding

Funds holding: 2722 (-5)

19.25% less ownership

Funds ownership: 72%52.74% (-19%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

25% less capital invested

Capital invested by funds: $38M → $28.4M (-$9.57M)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
22
Holders Change
-5
Holders Change %
-18.52%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$4.95M -$852K -32,816 -15%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.92M +$328K +12,639 +7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.56M +$1.16M +44,885 +50%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$3.15M -$94.6K -3,647 -3%
SS
5
Sunbelt Securities
Texas
$3.1M -$105K -4,030 -3%
CF
6
Centaurus Financial
California
$2.23M -$78.9K -3,039 -3%
SCA
7
Snowden Capital Advisors
New York
$1.1M +$847K +32,650 +348%
WP
8
WealthPLAN Partners
Nebraska
$813K -$547K -21,059 -40%
CFS
9
CRA Financial Services
New Jersey
$660K -$171K -6,600 -21%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$568K +$2.31K +89 +0.4%
CPP
11
Capasso Planning Partners
South Carolina
$470K +$465K +17,907 New
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$412K +$10.4K +400 +3%
MFA
13
Millington Financial Advisors
Illinois
$408K -$249K -9,589 -38%
KAS
14
Kestra Advisory Services
Texas
$387K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$352K -$173K -6,683 -33%
FCFC
16
First Commonwealth Financial Corp
Pennsylvania
$266K
DI
17
Diligent Investors
California
$262K
AWA
18
Arkadios Wealth Advisors
Georgia
$251K +$40.5K +1,560 +19%
KWM
19
Kingsview Wealth Management
Oregon
$243K
DFA
20
DHJJ Financial Advisors
Illinois
$155K +$154K +5,920 New
OCM
21
Orion Capital Management
California
$110K +$109K +4,200 New
EWA
22
EverSource Wealth Advisors
Alabama
$4.62K
Citadel Advisors
23
Citadel Advisors
Florida
-$5.08M -197,493 Closed
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
-$2.49M -96,697 Closed
MIM
25
Macroview Investment Management
Maryland
-$1.2M -46,834 Closed

XBOC Hedge Fund Activity: Q3 2023 in Review

22 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) for Q3 2023, worth a combined $28.4M — down 25% from $38M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of XBOC and 3 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 6 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.16M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.08M sold.

  • 22 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) as of Q3 2023, down from 27 in Q2 2023.
  • Funds reported $28.4M of Innovator US Equity Accelerated 9 Buffer ETF October stock for Q3 2023, down 25% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Accelerated 9 Buffer ETF October positions in Q3 2023 and 8 closed out, a net change of -5 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October buyer in Q3 2023 was Commonwealth Equity Services, an estimated $1.16M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October seller in Q3 2023 was Citadel Advisors, an estimated $5.08M sold.

Based on aggregated 13F filings for Q3 2023.