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Innovator US Equity Accelerated Plus ETF January

18 hedge funds and large institutions have $4.36M invested in Innovator US Equity Accelerated Plus ETF January in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

29% more funds holding

Funds holding: 1418 (+4)

0.17% more ownership

Funds ownership: 29.41%29.58% (+0.17%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

22% less capital invested

Capital invested by funds: $5.6M → $4.36M (-$1.24M)

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
1
Old Mission Capital
Illinois
$872K -$793K -28,811 -48%
Goldman Sachs
2
Goldman Sachs
New York
$694K +$688K +25,000 New
Osaic Holdings
3
Osaic Holdings
Arizona
$462K +$10.3K +374 +2%
SS
4
Sunbelt Securities
Texas
$442K
MFA
5
Millington Financial Advisors
Illinois
$367K -$99.3K -3,608 -22%
FIA
6
Foundations Investment Advisors
Arizona
$351K -$63.1K -2,293 -15%
HighTower Advisors
7
HighTower Advisors
Illinois
$284K +$281K +10,224 New
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$243K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$215K +$213K +7,742 New
VPWA
10
Vestia Personal Wealth Advisors
Indiana
$208K
AAP
11
Arax Advisory Partners
Colorado
$91.9K
AF
12
Allworth Financial
California
$47.2K
UBS Group
13
UBS Group
Switzerland
$39.1K +$32.3K +1,175 +504%
Barclays
14
Barclays
United Kingdom
$38K +$25.2K +917 +204%
OCM
15
Orion Capital Management
California
$3.75K +$3.71K +135 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.53K +$1.51K +55 New
AWM
17
AE Wealth Management
Kansas
$1.14K +$1.13K +41 New
DFA
18
DHJJ Financial Advisors
Illinois
$278
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
-$841K -30,909 Closed
CPP
20
Capasso Planning Partners
South Carolina
-$793K -29,133 Closed

XTJA Hedge Fund Activity: Q4 2024 in Review

18 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated Plus ETF January (XTJA) for Q4 2024, worth a combined $4.36M — down 22% from $5.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XTJA positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $688K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $841K sold.

  • 18 institutional investors held Innovator US Equity Accelerated Plus ETF January (XTJA) as of Q4 2024, up from 14 in Q3 2024.
  • Funds reported $4.36M of Innovator US Equity Accelerated Plus ETF January stock for Q4 2024, down 22% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Accelerated Plus ETF January positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Accelerated Plus ETF January buyer in Q4 2024 was Goldman Sachs, an estimated $688K added.
  • The largest Innovator US Equity Accelerated Plus ETF January seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $841K sold.

Based on aggregated 13F filings for Q4 2024.