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Innovator US Equity Accelerated 9 Buffer ETF October

32 hedge funds and large institutions have $59.1M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $44M → $59.1M (+$15.1M)

17.28% more ownership

Funds ownership: 62.44%79.72% (+17%)

0% more funds holding

Funds holding: 3232 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$13.4M +$7.85M +277,475 +148%
CAN
2
Cetera Advisor Networks
California
$7.73M +$6.23M +220,381 +453%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.81M -$670K -23,683 -10%
CA
4
Cetera Advisors
Colorado
$5.53M +$5.45M +192,595 New
BIM
5
Bullseye Investment Management
Ohio
$3.73M -$444K -15,712 -11%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$3.48M -$30.2K -1,068 -0.9%
CF
7
Centaurus Financial
California
$3.06M -$208K -7,356 -6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.07M -$1.19M -42,143 -37%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.59M -$2.76M -97,744 -64%
SS
10
Sunbelt Securities
Texas
$1.46M -$1.93M -68,239 -57%
OMC
11
Old Mission Capital
Illinois
$1.37M +$1.35M +47,712 New
SCA
12
Snowden Capital Advisors
New York
$1.23M -$36.8K -1,300 -3%
MFA
13
Millington Financial Advisors
Illinois
$1.06M +$2.06K +73 +0.2%
ASN
14
Advisory Services Network
Georgia
$906K
CFS
15
CRA Financial Services
New Jersey
$723K
Goldman Sachs
16
Goldman Sachs
New York
$718K +$707K +25,000 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$633K +$17.8K +629 +3%
Jane Street
18
Jane Street
New York
$597K +$588K +20,782 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$546K
CPP
20
Capasso Planning Partners
South Carolina
$535K +$28.4K +1,003 +6%
FCFC
21
First Commonwealth Financial Corp
Pennsylvania
$487K +$63.8K +2,256 +15%
IFS
22
Ifrah Financial Services
Arkansas
$377K -$453 -16 -0.1%
KAS
23
Kestra Advisory Services
Texas
$376K +$13K +460 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$341K
DI
25
Diligent Investors
California
$316K

XBOC Hedge Fund Activity: Q1 2024 in Review

32 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) for Q1 2024, worth a combined $59.1M — up 34% from $44M a quarter earlier.

Fund positioning in XBOC was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 14 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $7.85M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.76M.

  • 32 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $59.1M of Innovator US Equity Accelerated 9 Buffer ETF October stock for Q1 2024, up 34% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Accelerated 9 Buffer ETF October positions in Q1 2024 and 4 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October buyer in Q1 2024 was Cetera Investment Advisers, an estimated $7.85M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October seller in Q1 2024 was Commonwealth Equity Services, an estimated $2.76M sold.

Based on aggregated 13F filings for Q1 2024.