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Innovator US Equity Accelerated 9 Buffer ETF October

32 hedge funds and large institutions have $44M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

55% more capital invested

Capital invested by funds: $28.4M → $44M (+$15.6M)

45% more funds holding

Funds holding: 2232 (+10)

9.7% more ownership

Funds ownership: 52.74%62.44% (+9.7%)

Holders
32
Holders Change
+10
Holders Change %
+45.45%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$6.3M +$1.04M +38,612 +21%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.24M -$17.1K -637 -0.3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.27M +$474K +17,633 +13%
BIM
4
Bullseye Investment Management
Ohio
$4.06M +$3.92M +145,673 New
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$3.4M +$57.2K +2,128 +2%
SS
6
Sunbelt Securities
Texas
$3.31M +$21.5K +800 +0.7%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.19M +$3.07M +114,306 New
CF
8
Centaurus Financial
California
$3.17M +$774K +28,809 +34%
CAN
9
Cetera Advisor Networks
California
$1.36M +$1.31M +48,638 New
SCA
10
Snowden Capital Advisors
New York
$1.22M +$51.6K +1,920 +5%
MFA
11
Millington Financial Advisors
Illinois
$1.03M +$576K +21,444 +138%
WP
12
WealthPLAN Partners
Nebraska
$907K +$42.7K +1,587 +5%
ASN
13
Advisory Services Network
Georgia
$879K +$848K +31,539 New
CFS
14
CRA Financial Services
New Jersey
$701K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$596K -$6.13K -228 -1%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$529K +$86K +3,200 +20%
CPP
17
Capasso Planning Partners
South Carolina
$490K -$8.2K -305 -2%
FCFC
18
First Commonwealth Financial Corp
Pennsylvania
$409K +$122K +4,550 +45%
IFS
19
Ifrah Financial Services
Arkansas
$366K +$353K +13,137 New
KAS
20
Kestra Advisory Services
Texas
$352K -$56.9K -2,115 -14%
Citadel Advisors
21
Citadel Advisors
Florida
$330K +$319K +11,856 New
BCM
22
Brookstone Capital Management
Illinois
$321K +$310K +11,531 New
DI
23
Diligent Investors
California
$306K +$26.9K +1,000 +10%
KWM
24
Kingsview Wealth Management
Oregon
$258K
AWS
25
Atria Wealth Solutions
New York
$256K +$247K +9,200 New

XBOC Hedge Fund Activity: Q4 2023 in Review

32 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) for Q4 2023, worth a combined $44M — up 55% from $28.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XBOC positions and 1 closed out — a net gain of 10 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Bullseye Investment Management, opening a new position worth an estimated $3.92M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $352K sold.

  • 32 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) as of Q4 2023, up from 22 in Q3 2023.
  • Funds reported $44M of Innovator US Equity Accelerated 9 Buffer ETF October stock for Q4 2023, up 55% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Accelerated 9 Buffer ETF October positions in Q4 2023 and 1 closed out, a net change of +10 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October buyer in Q4 2023 was Bullseye Investment Management, an estimated $3.92M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October seller in Q4 2023 was Susquehanna International Group, an estimated $352K sold.

Based on aggregated 13F filings for Q4 2023.