Innovator US Equity Accelerated ETF October
XDOC
XDOC was delisted on the 1st of October, 2025.
8 hedge funds and large institutions have $5.15M invested in Innovator US Equity Accelerated ETF October in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
6% more capital invested
Capital invested by funds: $4.86M → $5.15M (+$296K)
2.59% more ownership
Funds ownership: 68.16% → 70.76% (+2.6%)
11% less funds holding
Funds holding: 9 → 8 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$886K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$35.6K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23.3K |
| 4 |
UW
Unique Wealth
Clearwater,
Florida
|
+$19.4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$284K |
| 2 |
BWM
Brown Wealth Management
Naperville,
Illinois
|
-$239K |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$239K |
| 4 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
-$20K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UW
1
Unique Wealth
Clearwater,
Florida
| $3.65M | +$19.4K | +674 | +0.5% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $899K | +$886K | +30,860 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $321K | +$7.9K | +275 | +3% |
|
|
DFA
4
DHJJ Financial Advisors
Naperville,
Illinois
| $87.7K | -$20K | -695 | -19% |
|
|
BBPWM
5
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $85.9K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $79.7K | +$35.6K | +1,238 | +83% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $24K | +$23.3K | +813 | New |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $7.14K | – | – | – |
|
|
9
Goldman Sachs
New York
| – | -$284K | -9,947 | Closed |
|
|
BWM
10
Brown Wealth Management
Naperville,
Illinois
| – | -$239K | -8,370 | Closed |
|
|
TC
11
TownSquare Capital
Provo,
Utah
| – | -$239K | -8,370 | Closed |
|
XDOC Hedge Fund Activity: Q2 2024 in Review
8 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated ETF October (XDOC) for Q2 2024, worth a combined $5.15M — up 6.1% from $4.86M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XDOC and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $886K. The largest seller was Goldman Sachs, exiting entirely with an estimated $284K sold.
- 8 institutional investors held Innovator US Equity Accelerated ETF October (XDOC) as of Q2 2024, down from 9 in Q1 2024.
- Funds reported $5.15M of Innovator US Equity Accelerated ETF October stock for Q2 2024, up 6.1% quarter-over-quarter.
- 2 funds opened new Innovator US Equity Accelerated ETF October positions in Q2 2024 and 3 closed out, a net change of -1 holder.
- The largest Innovator US Equity Accelerated ETF October buyer in Q2 2024 was Old Mission Capital, an estimated $886K added.
- The largest Innovator US Equity Accelerated ETF October seller in Q2 2024 was Goldman Sachs, an estimated $284K sold.
Based on aggregated 13F filings for Q2 2024.