Innovator US Equity Accelerated ETF October
XDOC
XDOC
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.
New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UW
1
Unique Wealth
Clearwater,
Florida
|
$3.55M |
| 2 |
2
Goldman Sachs
New York
|
$284K |
| 3 |
TC
3
TownSquare Capital
Provo,
Utah
|
$239K |
| 4 |
BWM
4
Brown Wealth Management
Naperville,
Illinois
|
$239K |
| 5 |
5
UBS Group
Zurich,
Switzerland
|
$42.7K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
UW
1
Unique Wealth
Clearwater,
Florida
| $3.55M | +$2.25M | +78,820 | +172% |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $306K | -$45.4K | -1,592 | -13% |
|
|
3
Goldman Sachs
New York
| $284K | +$284K | +9,947 | New |
|
|
TC
4
TownSquare Capital
Provo,
Utah
| $239K | +$239K | +8,370 | New |
|
|
BWM
5
Brown Wealth Management
Naperville,
Illinois
| $239K | +$239K | +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 | +$4.39K | +154 | +11% |
|
|
SS
9
Sunbelt Securities
Houston,
Texas
| $6.98K | -$137K | -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 |
|