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Innovator US Equity Accelerated 9 Buffer ETF October

41 hedge funds and large institutions have $70.6M invested in Innovator US Equity Accelerated 9 Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

66% more capital invested

Capital invested by funds: $42.5M → $70.6M (+$28M)

11% more funds holding

Funds holding: 3741 (+4)

5.28% more ownership

Funds ownership: 67.02%72.3% (+5.3%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$32.1M +$32M +1,062,635 New
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.39M -$4.52M -150,272 -35%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.14M -$300K -9,965 -7%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$3.52M -$28.7K -953 -0.8%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.92M +$2.91M +96,792 New
CF
6
Centaurus Financial
California
$2.32M -$511K -16,985 -18%
BIM
7
Bullseye Investment Management
Ohio
$1.49M -$2.28M -75,890 -61%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.48M -$82.5K -2,740 -5%
MFA
9
Millington Financial Advisors
Illinois
$1.44M +$349K +11,597 +33%
SCA
10
Snowden Capital Advisors
New York
$962K
ASN
11
Advisory Services Network
Georgia
$949K -$3.43K -114 -0.4%
SS
12
Sunbelt Securities
Texas
$920K -$182K -6,053 -17%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$890K +$223K +7,404 +34%
BCM
14
Brookstone Capital Management
Illinois
$835K +$443K +14,725 +114%
CFS
15
CRA Financial Services
New Jersey
$759K
Goldman Sachs
16
Goldman Sachs
New York
$755K -$111K -3,692 -13%
EMAM
17
Encompass More Asset Management
California
$735K +$286K +9,484 +64%
FCFC
18
First Commonwealth Financial Corp
Pennsylvania
$733K +$76.5K +2,541 +12%
KAS
19
Kestra Advisory Services
Texas
$606K +$13.8K +460 +2%
IA
20
IFP Advisors
Florida
$595K +$593K +19,700 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$567K +$294K +9,759 +108%
PW
22
Paladin Wealth
Minnesota
$537K +$535K +17,771 New
VPWA
23
Vestia Personal Wealth Advisors
Indiana
$371K
BFA
24
Brown Financial Advisors
Ohio
$362K +$361K +11,996 New
DI
25
Diligent Investors
California
$332K

XBOC Hedge Fund Activity: Q4 2024 in Review

41 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) for Q4 2024, worth a combined $70.6M — up 66% from $42.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XBOC positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $32M. The largest seller was Cetera Investment Advisers, cutting an estimated $4.52M.

  • 41 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) as of Q4 2024, up from 37 in Q3 2024.
  • Funds reported $70.6M of Innovator US Equity Accelerated 9 Buffer ETF October stock for Q4 2024, up 66% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Accelerated 9 Buffer ETF October positions in Q4 2024 and 4 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October buyer in Q4 2024 was Gradient Investments, an estimated $32M added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF October seller in Q4 2024 was Cetera Investment Advisers, an estimated $4.52M sold.

Based on aggregated 13F filings for Q4 2024.