We are live on ! Find out more
XBOC icon

Innovator US Equity Accelerated 9 Buffer ETF October

37 hedge funds and large institutions have $42.5M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more funds holding

Funds holding: 3537 (+2)

5.59% more ownership

Funds ownership: 61.43%67.02% (+5.6%)

1% more capital invested

Capital invested by funds: $42.3M → $42.5M (+$294K)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
13
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
$12.7M -$1.1M -37,410 -8%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.37M -$138K -4,686 -3%
BIM
3
Bullseye Investment Management
Ohio
$3.8M +$921K +31,258 +33%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$3.5M -$47.6K -1,617 -1%
CF
5
Centaurus Financial
California
$2.79M -$209K -7,097 -7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.54M -$68.5K -2,324 -4%
CPP
7
Capasso Planning Partners
South Carolina
$1.18M +$639K +21,692 +121%
SS
8
Sunbelt Securities
Texas
$1.08M -$186K -6,297 -15%
MFA
9
Millington Financial Advisors
Illinois
$1.06M -$54.1K -1,837 -5%
SCA
10
Snowden Capital Advisors
New York
$947K -$318K -10,805 -25%
ASN
11
Advisory Services Network
Georgia
$923K
Goldman Sachs
12
Goldman Sachs
New York
$853K +$109K +3,692 +15%
CFS
13
CRA Financial Services
New Jersey
$748K
Jane Street
14
Jane Street
New York
$728K +$418K +14,184 +138%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$687K -$267K -9,052 -28%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$656K +$24.7K +838 +4%
FCFC
17
First Commonwealth Financial Corp
Pennsylvania
$646K +$103K +3,494 +19%
KAS
18
Kestra Advisory Services
Texas
$583K +$13.3K +450 +2%
EMAM
19
Encompass More Asset Management
California
$442K +$438K +14,867 New
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$398K +$395K +13,400 New
BCM
21
Brookstone Capital Management
Illinois
$385K +$501 +17 +0.1%
VPWA
22
Vestia Personal Wealth Advisors
Indiana
$365K
CF
23
Crosspoint Financial
California
$343K +$340K +11,550 New
DI
24
Diligent Investors
California
$327K
OCM
25
Orion Capital Management
California
$300K

XBOC Hedge Fund Activity: Q3 2024 in Review

37 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) for Q3 2024, worth a combined $42.5M — up 0.7% from $42.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XBOC positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Bullseye Investment Management, adding an estimated $921K. The largest seller was Cetera Investment Advisers, cutting an estimated $1.1M.

  • 37 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) as of Q3 2024, up from 35 in Q2 2024.
  • Funds reported $42.5M of Innovator US Equity Accelerated 9 Buffer ETF October stock for Q3 2024, up 0.7% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Accelerated 9 Buffer ETF October positions in Q3 2024 and 4 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October buyer in Q3 2024 was Bullseye Investment Management, an estimated $921K added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October seller in Q3 2024 was Cetera Investment Advisers, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2024.