Innovator US Equity Accelerated Plus ETF July
XTJL
9 hedge funds and large institutions have $7.01M invested in Innovator US Equity Accelerated Plus ETF July in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
66% more capital invested
Capital invested by funds: $4.23M → $7.01M (+$2.77M)
24.07% more ownership
Funds ownership: 32.81% → 56.87% (+24%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.26M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$312K |
| 3 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
+$127K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$126K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$64.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$588K |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$6.43K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $3.91M | +$2.26M | +91,413 | +150% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $677K | +$126K | +5,108 | +24% |
|
|
SS
3
Sunbelt Securities
Houston,
Texas
| $676K | +$13.8K | +557 | +2% |
|
|
BCM
4
Brookstone Capital Management
Wheaton,
Illinois
| $440K | -$6.43K | -260 | -2% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $426K | +$18.9K | +763 | +5% |
|
|
MFA
6
Millington Financial Advisors
Naperville,
Illinois
| $403K | +$127K | +5,124 | +48% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $324K | +$312K | +12,607 | New |
|
|
BBPWM
8
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $146K | +$64.2K | +2,597 | +84% |
|
|
9
UBS Group
Zurich,
Switzerland
| $2.9K | -$6.06K | -245 | -68% |
|
|
CIAS
10
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$588K | -25,101 | Closed |
|
XTJL Hedge Fund Activity: Q1 2023 in Review
9 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated Plus ETF July (XTJL) for Q1 2023, worth a combined $7.01M — up 66% from $4.23M a quarter earlier.
Fund positioning in XTJL was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $2.26M. The largest seller was Capital Investment Advisory Services, exiting entirely with an estimated $588K sold.
- 9 institutional investors held Innovator US Equity Accelerated Plus ETF July (XTJL) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $7.01M of Innovator US Equity Accelerated Plus ETF July stock for Q1 2023, up 66% quarter-over-quarter.
- 1 fund opened new Innovator US Equity Accelerated Plus ETF July positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest Innovator US Equity Accelerated Plus ETF July buyer in Q1 2023 was Citadel Advisors, an estimated $2.26M added.
- The largest Innovator US Equity Accelerated Plus ETF July seller in Q1 2023 was Capital Investment Advisory Services, an estimated $588K sold.
Based on aggregated 13F filings for Q1 2023.