Innovator US Equity Accelerated Plus ETF January
XTJA
14 hedge funds and large institutions have $5.18M invested in Innovator US Equity Accelerated Plus ETF January in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
27% more funds holding
Funds holding: 11 → 14 (+3)
4% less capital invested
Capital invested by funds: $5.38M → $5.18M (-$201K)
2.5% less ownership
Funds ownership: 31.32% → 28.82% (-2.5%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.89M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$439K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$352K |
| 4 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
+$206K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$89.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$2.44M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$621K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$121K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$46.2K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$45.9K |
XTJA Hedge Fund Activity: Q3 2023 in Review
14 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated Plus ETF January (XTJA) for Q3 2023, worth a combined $5.18M — down 3.7% from $5.38M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XTJA positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $1.89M. The largest seller was Allworth Financial, cutting an estimated $2.44M.
- 14 institutional investors held Innovator US Equity Accelerated Plus ETF January (XTJA) as of Q3 2023, up from 11 in Q2 2023.
- Funds reported $5.18M of Innovator US Equity Accelerated Plus ETF January stock for Q3 2023, down 3.7% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Accelerated Plus ETF January positions in Q3 2023 and 2 closed out, a net change of +3 holders.
- The largest Innovator US Equity Accelerated Plus ETF January buyer in Q3 2023 was Cetera Advisor Networks, an estimated $1.89M added.
- The largest Innovator US Equity Accelerated Plus ETF January seller in Q3 2023 was Allworth Financial, an estimated $2.44M sold.
Based on aggregated 13F filings for Q3 2023.