Innovator US Equity Accelerated ETF October
XDOC
XDOC was delisted on the 1st of October, 2025.
9 hedge funds and large institutions have $4.86M invested in Innovator US Equity Accelerated ETF October in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
71% more capital invested
Capital invested by funds: $2.85M → $4.86M (+$2.01M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more funds holding
Funds holding: 8 → 9 (+1)
10.16% more ownership
Funds ownership: 58% → 68.16% (+10%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UW
Unique Wealth
Clearwater,
Florida
|
+$2.2M |
| 2 |
Goldman Sachs
New York
|
+$278K |
| 3 |
BWM
Brown Wealth Management
Naperville,
Illinois
|
+$234K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$234K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$584K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$323K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$134K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$44.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UW
1
Unique Wealth
Clearwater,
Florida
| $3.55M | +$2.2M | +78,820 | +172% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $306K | -$44.4K | -1,592 | -13% |
|
|
3
Goldman Sachs
New York
| $284K | +$278K | +9,947 | New |
|
|
BWM
4
Brown Wealth Management
Naperville,
Illinois
| $239K | +$234K | +8,370 | New |
|
|
TC
5
TownSquare Capital
Provo,
Utah
| $239K | +$234K | +8,370 | New |
|
|
DFA
6
DHJJ Financial Advisors
Naperville,
Illinois
| $106K | – | – | – |
|
|
BBPWM
7
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $84.1K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $42.7K | +$4.3K | +154 | +11% |
|
|
SS
9
Sunbelt Securities
Houston,
Texas
| $6.98K | -$134K | -4,800 | -95% |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$584K | -21,411 | Closed |
|
|
11
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$323K | -11,847 | Closed |
|
XDOC Hedge Fund Activity: Q1 2024 in Review
9 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated ETF October (XDOC) for Q1 2024, worth a combined $4.86M — up 71% from $2.85M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XDOC positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Unique Wealth, adding an estimated $2.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $584K sold.
- 9 institutional investors held Innovator US Equity Accelerated ETF October (XDOC) as of Q1 2024, up from 8 in Q4 2023.
- Funds reported $4.86M of Innovator US Equity Accelerated ETF October stock for Q1 2024, up 71% quarter-over-quarter.
- 3 funds opened new Innovator US Equity Accelerated ETF October positions in Q1 2024 and 2 closed out, a net change of +1 holder.
- The largest Innovator US Equity Accelerated ETF October buyer in Q1 2024 was Unique Wealth, an estimated $2.2M added.
- The largest Innovator US Equity Accelerated ETF October seller in Q1 2024 was Susquehanna International Group, an estimated $584K sold.
Based on aggregated 13F filings for Q1 2024.