Innovator US Equity Accelerated Plus ETF January
XTJA
11 hedge funds and large institutions have $5.38M invested in Innovator US Equity Accelerated Plus ETF January in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
190% more capital invested
Capital invested by funds: $1.85M → $5.38M (+$3.53M)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
22% more funds holding
Funds holding: 9 → 11 (+2)
14.94% more ownership
Funds ownership: 16.38% → 31.32% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$2.36M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$917K |
| 3 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
+$462K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$255K |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$87.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$508K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$350K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Allworth Financial
Folsom,
California
| $2.47M | +$2.36M | +107,536 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $957K | +$917K | +41,748 | New |
|
|
BCM
3
Brookstone Capital Management
Wheaton,
Illinois
| $566K | +$255K | +11,619 | +88% |
|
|
MFA
4
Millington Financial Advisors
Naperville,
Illinois
| $483K | +$462K | +21,047 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $460K | -$17.8K | -812 | -4% |
|
|
BBPWM
6
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $209K | +$55.6K | +2,532 | +38% |
|
|
SS
7
Sunbelt Securities
Houston,
Texas
| $101K | +$11K | +500 | +13% |
|
|
CSPIA
8
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $91.7K | +$87.8K | +4,000 | New |
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| $45.9K | – | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $2.52K | +$2.28K | +104 | +1,733% |
|
|
AAP
11
Arax Advisory Partners
Denver,
Colorado
| $620 | – | – | – |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$508K | -23,794 | Closed |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$350K | -16,383 | Closed |
|
XTJA Hedge Fund Activity: Q2 2023 in Review
11 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated Plus ETF January (XTJA) for Q2 2023, worth a combined $5.38M — up 190% from $1.85M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XTJA positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $2.36M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $508K sold.
- 11 institutional investors held Innovator US Equity Accelerated Plus ETF January (XTJA) as of Q2 2023, up from 9 in Q1 2023.
- Funds reported $5.38M of Innovator US Equity Accelerated Plus ETF January stock for Q2 2023, up 190% quarter-over-quarter.
- 4 funds opened new Innovator US Equity Accelerated Plus ETF January positions in Q2 2023 and 2 closed out, a net change of +2 holders.
- The largest Innovator US Equity Accelerated Plus ETF January buyer in Q2 2023 was Allworth Financial, an estimated $2.36M added.
- The largest Innovator US Equity Accelerated Plus ETF January seller in Q2 2023 was Susquehanna International Group, an estimated $508K sold.
Based on aggregated 13F filings for Q2 2023.