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Innovator US Equity Accelerated ETF Quarterly

22 hedge funds and large institutions have $36.1M invested in Innovator US Equity Accelerated ETF Quarterly in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

29% more funds holding

Funds holding: 1722 (+5)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

10.37% more ownership

Funds ownership: 52.02%62.39% (+10%)

10% more capital invested

Capital invested by funds: $32.9M → $36.1M (+$3.18M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1
Bullseye Investment Management
Ohio
$9.54M -$594K -19,467 -6%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.53M +$105K +3,444 +2%
AWA
3
Authentikos Wealth Advisory
California
$3.26M -$121K -3,952 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.85M +$605K +19,819 +28%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.36M +$208K +6,828 +10%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.29M +$1.12M +36,699 +101%
CA
7
Cetera Advisors
Colorado
$2.26M +$2.21M +72,413 New
SWA
8
SFMG Wealth Advisors
Texas
$1.54M -$111K -3,635 -7%
CPP
9
Capasso Planning Partners
South Carolina
$1.53M +$114K +3,738 +8%
AAP
10
Arax Advisory Partners
Colorado
$1.5M -$3.24K -106 -0.2%
BCM
11
Brookstone Capital Management
Illinois
$668K +$114K +3,743 +21%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$552K +$539K +17,646 New
OMC
13
Old Mission Capital
Illinois
$396K +$386K +12,655 New
CPIG
14
Chicago Partners Investment Group
Illinois
$393K -$62.6K -2,050 -14%
FCFC
15
First Commonwealth Financial Corp
Pennsylvania
$319K +$312K +10,207 New
SPIA
16
Steward Partners Investment Advisory
New York
$297K -$116K -3,800 -29%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$254K +$248K +8,137 New
BWM
18
Brown Wealth Management
Illinois
$238K +$233K +7,618 New
TC
19
TownSquare Capital
Utah
$238K +$233K +7,618 New
CA
20
CoreCap Advisors
Michigan
$48.4K +$47.3K +1,548 New
UBS Group
21
UBS Group
Switzerland
$4.13K +$3.72K +122 +1,220%
DFA
22
DHJJ Financial Advisors
Illinois
$594
AWM
23
AE Wealth Management
Kansas
-$3.3M -109,255 Closed
Jane Street
24
Jane Street
New York
-$579K -19,572 Closed
ASN
25
Advisory Services Network
Georgia
-$124K -4,175 Closed

XDSQ Hedge Fund Activity: Q1 2024 in Review

22 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated ETF Quarterly (XDSQ) for Q1 2024, worth a combined $36.1M — up 9.7% from $32.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XDSQ positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $2.21M. The largest seller was AE Wealth Management, exiting entirely with an estimated $3.3M sold.

  • 22 institutional investors held Innovator US Equity Accelerated ETF Quarterly (XDSQ) as of Q1 2024, up from 17 in Q4 2023.
  • Funds reported $36.1M of Innovator US Equity Accelerated ETF Quarterly stock for Q1 2024, up 9.7% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Accelerated ETF Quarterly positions in Q1 2024 and 3 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Accelerated ETF Quarterly buyer in Q1 2024 was Cetera Advisors, an estimated $2.21M added.
  • The largest Innovator US Equity Accelerated ETF Quarterly seller in Q1 2024 was AE Wealth Management, an estimated $3.3M sold.

Based on aggregated 13F filings for Q1 2024.