Innovator US Equity Accelerated ETF Quarterly
XDSQ
30 hedge funds and large institutions have $36.2M invested in Innovator US Equity Accelerated ETF Quarterly in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
14% more capital invested
Capital invested by funds: $31.7M → $36.2M (+$4.49M)
4.74% more ownership
Funds ownership: 58.56% → 63.31% (+4.7%)
3% more funds holding
Funds holding: 29 → 30 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$2.25M |
| 2 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$1.23M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$1.06M |
| 4 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$946K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$801K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.03M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$909K |
| 3 |
GS
GTS Securities
New York
|
-$754K |
| 4 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
-$684K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$426K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| $148K | +$142K | +4,220 | New |
|
|
CF
27
Centaurus Financial
Anaheim,
California
| $104K | -$8.03K | -238 | -7% |
|
|
CA
28
CoreCap Advisors
Southfield,
Michigan
| $59.3K | +$3.21K | +95 | +6% |
|
|
WCAMG
29
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $3.51K | – | – | – |
|
|
DFA
30
DHJJ Financial Advisors
Naperville,
Illinois
| $667 | – | – | – |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$909K | -27,389 | Closed |
|
|
GS
32
GTS Securities
New York
| – | -$754K | -22,708 | Closed |
|
|
33
UBS Group
Zurich,
Switzerland
| – | -$426K | -12,835 | Closed |
|
|
BIM
34
Bullseye Investment Management
Cincinnati,
Ohio
| – | -$208K | -6,276 | Closed |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$54K | -1,625 | Closed |
|
XDSQ Hedge Fund Activity: Q3 2024 in Review
30 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated ETF Quarterly (XDSQ) for Q3 2024, worth a combined $36.2M — up 14% from $31.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XDSQ positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 15 trimmed.
The largest buyer was Authentikos Wealth Advisory, opening a new position worth an estimated $2.25M. The largest seller was Cetera Investment Advisers, cutting an estimated $1.03M.
- 30 institutional investors held Innovator US Equity Accelerated ETF Quarterly (XDSQ) as of Q3 2024, up from 29 in Q2 2024.
- Funds reported $36.2M of Innovator US Equity Accelerated ETF Quarterly stock for Q3 2024, up 14% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Accelerated ETF Quarterly positions in Q3 2024 and 5 closed out, a net change of +1 holder.
- The largest Innovator US Equity Accelerated ETF Quarterly buyer in Q3 2024 was Authentikos Wealth Advisory, an estimated $2.25M added.
- The largest Innovator US Equity Accelerated ETF Quarterly seller in Q3 2024 was Cetera Investment Advisers, an estimated $1.03M sold.
Based on aggregated 13F filings for Q3 2024.