Innovator US Equity Accelerated Plus ETF July
XTJL
9 hedge funds and large institutions have $4.23M invested in Innovator US Equity Accelerated Plus ETF July in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 7 reducing their positions, and closing their positions.
29% more funds holding
Funds holding: 7 → 9 (+2)
64% less capital invested
Capital invested by funds: $11.6M → $4.23M (-$7.41M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 7
121.46% less ownership
Funds ownership: 154.26% → 32.81% (-121%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$8.28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
-$5.83M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.39M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$313K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$11.1K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$10.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.43M | -$2.39M | -103,457 | -63% |
|
|
SS
2
Sunbelt Securities
Houston,
Texas
| $611K | -$5.83M | -251,922 | -91% |
|
|
CIAS
3
Capital Investment Advisory Services
Raleigh,
North Carolina
| $588K | -$10.5K | -455 | -2% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $498K | -$11.1K | -481 | -2% |
|
|
BCM
5
Brookstone Capital Management
Wheaton,
Illinois
| $407K | -$4.76K | -206 | -1% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $372K | -$313K | -13,511 | -46% |
|
|
MFA
7
Millington Financial Advisors
Naperville,
Illinois
| $248K | +$245K | +10,583 | New |
|
|
BBPWM
8
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $72.3K | -$9.25K | -400 | -11% |
|
|
9
UBS Group
Zurich,
Switzerland
| $8.38K | +$8.28K | +358 | New |
|
XTJL Hedge Fund Activity: Q4 2022 in Review
9 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated Plus ETF July (XTJL) for Q4 2022, worth a combined $4.23M — down 64% from $11.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XTJL positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 7 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $8.28K. The largest seller was Sunbelt Securities, cutting an estimated $5.83M.
- 9 institutional investors held Innovator US Equity Accelerated Plus ETF July (XTJL) as of Q4 2022, up from 7 in Q3 2022.
- Funds reported $4.23M of Innovator US Equity Accelerated Plus ETF July stock for Q4 2022, down 64% quarter-over-quarter.
- 2 funds opened new Innovator US Equity Accelerated Plus ETF July positions in Q4 2022 and 0 closed out, a net change of +2 holders.
- The largest Innovator US Equity Accelerated Plus ETF July buyer in Q4 2022 was UBS Group, an estimated $8.28K added.
- The largest Innovator US Equity Accelerated Plus ETF July seller in Q4 2022 was Sunbelt Securities, an estimated $5.83M sold.
Based on aggregated 13F filings for Q4 2022.