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Innovator US Equity Accelerated ETF Quarterly

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.

New
Increased
Maintained
Reduced
Closed

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: 2930 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
7
Reduced
15
Closed
5
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
$6.95M +$652K +19,317 +11%
ACM
2
Andina Capital Management
Utah
$4.9M -$212K -6,281 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.15M -$405K -12,015 -12%
AWA
4
Authentikos Wealth Advisory
California
$2.34M +$2.25M +66,633 New
SWA
5
SFMG Wealth Advisors
Texas
$1.8M -$17.4K -515 -1%
AAP
6
Arax Advisory Partners
Colorado
$1.65M -$8K -237 -0.5%
VPWA
7
Vestia Personal Wealth Advisors
Indiana
$1.59M -$202K -5,986 -12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.51M -$1.03M -30,400 -41%
OMC
9
Old Mission Capital
Illinois
$1.5M +$801K +23,741 +124%
PCA
10
Prosperity Capital Advisors
Ohio
$1.28M +$1.23M +36,417 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.11M -$305K -9,029 -22%
AWS
12
Atria Wealth Solutions
New York
$1.1M +$1.06M +31,272 New
BCM
13
Brookstone Capital Management
Illinois
$1.08M -$10.9K -322 -1%
EMAM
14
Encompass More Asset Management
California
$983K +$946K +28,023 New
CPP
15
Capasso Planning Partners
South Carolina
$972K -$684K -20,284 -42%
FCFC
16
First Commonwealth Financial Corp
Pennsylvania
$801K +$308K +9,116 +66%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$553K +$521K +15,443 +4,872%
JP Morgan Chase
18
JP Morgan Chase
New York
$371K +$357K +10,590 New
BWM
19
Brown Wealth Management
Illinois
$358K -$148K -4,376 -30%
TC
20
TownSquare Capital
Utah
$358K -$148K -4,376 -30%
CPIG
21
Chicago Partners Investment Group
Illinois
$349K -$106K -3,132 -24%
YWS
22
Yarger Wealth Strategies
Ohio
$322K +$79.4K +2,352 +34%
SPIA
23
Steward Partners Investment Advisory
New York
$316K +$4.15K +123 +1%
MW
24
Maia Wealth
Colorado
$278K -$34.9K -1,033 -12%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$258K -$32.7K -970 -12%

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.