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Innovator US Equity Accelerated 9 Buffer ETF October

35 hedge funds and large institutions have $42.3M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding

Funds holding: 3235 (+3)

18.29% less ownership

Funds ownership: 79.72%61.43% (-18%)

28% less capital invested

Capital invested by funds: $59.1M → $42.3M (-$16.8M)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$13.6M +$3.06K +106 +0%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.44M -$1.46M -50,660 -25%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$3.49M -$50.9K -1,760 -1%
CF
4
Centaurus Financial
California
$2.95M -$160K -5,550 -5%
BIM
5
Bullseye Investment Management
Ohio
$2.77M -$1.04M -35,942 -28%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.58M -$35.5K -1,227 -2%
SS
7
Sunbelt Securities
Texas
$1.25M -$232K -8,015 -16%
SCA
8
Snowden Capital Advisors
New York
$1.25M
MFA
9
Millington Financial Advisors
Illinois
$1.09M +$7.81K +270 +0.7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$941K -$1.16M -40,014 -55%
ASN
11
Advisory Services Network
Georgia
$923K
CFS
12
CRA Financial Services
New Jersey
$736K
Goldman Sachs
13
Goldman Sachs
New York
$732K
OMC
14
Old Mission Capital
Illinois
$631K -$756K -26,141 -55%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$621K -$22.8K -788 -4%
KAS
16
Kestra Advisory Services
Texas
$561K +$175K +6,066 +46%
FCFC
17
First Commonwealth Financial Corp
Pennsylvania
$533K +$37K +1,281 +8%
CPP
18
Capasso Planning Partners
South Carolina
$525K -$19.2K -665 -4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$497K +$491K +16,975 New
BCM
20
Brookstone Capital Management
Illinois
$379K +$74.4K +2,573 +25%
IFS
21
Ifrah Financial Services
Arkansas
$369K -$15.1K -523 -4%
VPWA
22
Vestia Personal Wealth Advisors
Indiana
$359K +$355K +12,277 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$345K -$208K -7,200 -38%
DI
24
Diligent Investors
California
$322K
Jane Street
25
Jane Street
New York
$302K -$303K -10,476 -50%

XBOC Hedge Fund Activity: Q2 2024 in Review

35 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) for Q2 2024, worth a combined $42.3M — down 28% from $59.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XBOC positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $491K. The largest seller was Osaic Holdings, cutting an estimated $1.46M.

  • 35 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) as of Q2 2024, up from 32 in Q1 2024.
  • Funds reported $42.3M of Innovator US Equity Accelerated 9 Buffer ETF October stock for Q2 2024, down 28% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Accelerated 9 Buffer ETF October positions in Q2 2024 and 0 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October buyer in Q2 2024 was Susquehanna International Group, an estimated $491K added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October seller in Q2 2024 was Osaic Holdings, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2024.