Innovator US Equity Accelerated ETF Quarterly
XDSQ
17 hedge funds and large institutions have $32.9M invested in Innovator US Equity Accelerated ETF Quarterly in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
6% more funds holding
Funds holding: 16 → 17 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11.68% less ownership
Funds ownership: 63.71% → 52.02% (-12%)
24% less capital invested
Capital invested by funds: $43.1M → $32.9M (-$10.2M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$1.51M |
| 2 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
+$1.29M |
| 3 |
Jane Street
New York
|
+$558K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$532K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$11M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.84M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$805K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$491K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$251K |
XDSQ Hedge Fund Activity: Q4 2023 in Review
17 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated ETF Quarterly (XDSQ) for Q4 2023, worth a combined $32.9M — down 24% from $43.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XDSQ positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 8 trimmed.
The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $1.51M. The largest seller was Bullseye Investment Management, cutting an estimated $11M.
- 17 institutional investors held Innovator US Equity Accelerated ETF Quarterly (XDSQ) as of Q4 2023, up from 16 in Q3 2023.
- Funds reported $32.9M of Innovator US Equity Accelerated ETF Quarterly stock for Q4 2023, down 24% quarter-over-quarter.
- 4 funds opened new Innovator US Equity Accelerated ETF Quarterly positions in Q4 2023 and 3 closed out, a net change of +1 holder.
- The largest Innovator US Equity Accelerated ETF Quarterly buyer in Q4 2023 was SFMG Wealth Advisors, an estimated $1.51M added.
- The largest Innovator US Equity Accelerated ETF Quarterly seller in Q4 2023 was Bullseye Investment Management, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2023.