Innovator US Equity Accelerated ETF Quarterly
XDSQ
10 hedge funds and large institutions have $6.52M invested in Innovator US Equity Accelerated ETF Quarterly in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
15% more capital invested
Capital invested by funds: $5.68M → $6.52M (+$839K)
11% more funds holding
Funds holding: 9 → 10 (+1)
4.28% less ownership
Funds ownership: 54.63% → 50.35% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$442K |
| 2 |
Goldman Sachs
New York
|
+$265K |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$263K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$108K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$36.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$715K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$434K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$243K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$8.69K |
| 5 |
JWBC
John W. Brooker & Co
Oakland,
California
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $3.29M | +$30.5K | +1,323 | +1% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $512K | +$108K | +4,697 | +28% |
|
|
WP
3
WealthPLAN Partners
Omaha,
Nebraska
| $495K | +$442K | +19,191 | New |
|
|
WIM
4
WealthPlan Investment Management
Omaha,
Nebraska
| $494K | +$442K | +19,191 | New |
|
|
CPIG
5
Chicago Partners Investment Group
Chicago,
Illinois
| $474K | – | – | – |
|
|
AWA
6
Arkadios Wealth Advisors
Atlanta,
Georgia
| $436K | -$243K | -10,524 | -37% |
|
|
7
Goldman Sachs
New York
| $276K | +$265K | +11,492 | New |
|
|
PAG
8
Private Advisory Group
Redmond,
Washington
| $275K | +$263K | +11,427 | New |
|
|
9
Citadel Advisors
Miami,
Florida
| $263K | +$36.1K | +1,568 | +17% |
|
|
10
UBS Group
Zurich,
Switzerland
| $5.22K | -$8.69K | -377 | -63% |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$715K | -33,133 | Closed |
|
|
OMC
12
Old Mission Capital
Chicago,
Illinois
| – | -$434K | -20,129 | Closed |
|
|
JWBC
13
John W. Brooker & Co
Oakland,
California
| – | -$3K | -120 | Closed |
|
XDSQ Hedge Fund Activity: Q4 2022 in Review
10 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated ETF Quarterly (XDSQ) for Q4 2022, worth a combined $6.52M — up 15% from $5.68M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XDSQ positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $442K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $715K sold.
- 10 institutional investors held Innovator US Equity Accelerated ETF Quarterly (XDSQ) as of Q4 2022, up from 9 in Q3 2022.
- Funds reported $6.52M of Innovator US Equity Accelerated ETF Quarterly stock for Q4 2022, up 15% quarter-over-quarter.
- 4 funds opened new Innovator US Equity Accelerated ETF Quarterly positions in Q4 2022 and 3 closed out, a net change of +1 holder.
- The largest Innovator US Equity Accelerated ETF Quarterly buyer in Q4 2022 was WealthPlan Investment Management, an estimated $442K added.
- The largest Innovator US Equity Accelerated ETF Quarterly seller in Q4 2022 was Susquehanna International Group, an estimated $715K sold.
Based on aggregated 13F filings for Q4 2022.