Innovator US Equity Accelerated Plus ETF January
XTJA
12 hedge funds and large institutions have $4M invested in Innovator US Equity Accelerated Plus ETF January in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.
14% less funds holding
Funds holding: 14 → 12 (-2)
29.77% less ownership
Funds ownership: 47.91% → 18.14% (-30%)
59% less capital invested
Capital invested by funds: $9.84M → $4M (-$5.85M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
+$1.54M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$77.7K |
| 3 |
OCM
Orion Capital Management
Coronado,
California
|
+$6.71K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
-$4.24M |
| 2 |
ACM
Andina Capital Management
Lehi,
Utah
|
-$1.73M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$658K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$635K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$277K |
XTJA Hedge Fund Activity: Q2 2024 in Review
12 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated Plus ETF January (XTJA) for Q2 2024, worth a combined $4M — down 59% from $9.84M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XTJA and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 2 added.
The largest buyer was Capasso Planning Partners, opening a new position worth an estimated $1.54M. The largest seller was Millington Financial Advisors, cutting an estimated $4.24M.
- 12 institutional investors held Innovator US Equity Accelerated Plus ETF January (XTJA) as of Q2 2024, down from 14 in Q1 2024.
- Funds reported $4M of Innovator US Equity Accelerated Plus ETF January stock for Q2 2024, down 59% quarter-over-quarter.
- 1 fund opened new Innovator US Equity Accelerated Plus ETF January positions in Q2 2024 and 3 closed out, a net change of -2 holders.
- The largest Innovator US Equity Accelerated Plus ETF January buyer in Q2 2024 was Capasso Planning Partners, an estimated $1.54M added.
- The largest Innovator US Equity Accelerated Plus ETF January seller in Q2 2024 was Millington Financial Advisors, an estimated $4.24M sold.
Based on aggregated 13F filings for Q2 2024.