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Innovator US Equity Accelerated ETF Quarterly

29 hedge funds and large institutions have $31.7M invested in Innovator US Equity Accelerated ETF Quarterly in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

32% more funds holding

Funds holding: 2229 (+7)

3.83% less ownership

Funds ownership: 62.39%58.56% (-3.8%)

12% less capital invested

Capital invested by funds: $36.1M → $31.7M (-$4.35M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
13
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$5.94M +$60.6K +1,927 +1%
ACM
2
Andina Capital Management
Utah
$4.84M +$4.59M +145,866 New
Osaic Holdings
3
Osaic Holdings
Arizona
$3.38M +$333K +10,591 +12%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.44M +$13.5K +428 +0.6%
SWA
5
SFMG Wealth Advisors
Texas
$1.72M +$88K +2,798 +6%
VPWA
6
Vestia Personal Wealth Advisors
Indiana
$1.71M +$1.62M +51,362 New
CPP
7
Capasso Planning Partners
South Carolina
$1.59M -$31.4K -998 -2%
AAP
8
Arax Advisory Partners
Colorado
$1.57M -$26.9K -855 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.35M -$1.09M -34,682 -46%
BCM
10
Brookstone Capital Management
Illinois
$1.06M +$311K +9,881 +46%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$909K +$306K +9,743 +55%
GS
12
GTS Securities
New York
$754K +$714K +22,708 New
OMC
13
Old Mission Capital
Illinois
$635K +$204K +6,476 +51%
BWM
14
Brown Wealth Management
Illinois
$485K +$219K +6,978 +92%
TC
15
TownSquare Capital
Utah
$485K +$219K +6,978 +92%
FCFC
16
First Commonwealth Financial Corp
Pennsylvania
$456K +$111K +3,514 +34%
CPIG
17
Chicago Partners Investment Group
Illinois
$429K -$63 -2 -0%
UBS Group
18
UBS Group
Switzerland
$426K +$399K +12,703 +9,623%
MW
19
Maia Wealth
Colorado
$301K +$279K +8,867 New
SPIA
20
Steward Partners Investment Advisory
New York
$295K -$18.9K -600 -6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$276K +$5.63K +179 +2%
YWS
22
Yarger Wealth Strategies
Ohio
$227K +$215K +6,831 New
BIM
23
Bullseye Investment Management
Ohio
$208K -$9.4M -298,866 -98%
CF
24
Centaurus Financial
California
$107K +$101K +3,216 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$54K +$51.1K +1,625 New

XDSQ Hedge Fund Activity: Q2 2024 in Review

29 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated ETF Quarterly (XDSQ) for Q2 2024, worth a combined $31.7M — down 12% from $36.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XDSQ positions and 1 closed out — a net gain of 8 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Andina Capital Management, opening a new position worth an estimated $4.59M. The largest seller was Bullseye Investment Management, cutting an estimated $9.4M.

  • 29 institutional investors held Innovator US Equity Accelerated ETF Quarterly (XDSQ) as of Q2 2024, up from 22 in Q1 2024.
  • Funds reported $31.7M of Innovator US Equity Accelerated ETF Quarterly stock for Q2 2024, down 12% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Accelerated ETF Quarterly positions in Q2 2024 and 1 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Accelerated ETF Quarterly buyer in Q2 2024 was Andina Capital Management, an estimated $4.59M added.
  • The largest Innovator US Equity Accelerated ETF Quarterly seller in Q2 2024 was Bullseye Investment Management, an estimated $9.4M sold.

Based on aggregated 13F filings for Q2 2024.