Innovator US Equity Accelerated Plus ETF July
XTJL
9 hedge funds and large institutions have $7.74M invested in Innovator US Equity Accelerated Plus ETF July in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
10% more capital invested
Capital invested by funds: $7.01M → $7.74M (+$730K)
5.96% more ownership
Funds ownership: 56.87% → 62.83% (+6%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$708K |
| 2 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
+$392K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$48.7K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$19K |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$15.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$677K |
| 2 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$110K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$97.5K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.54K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $4.2M | +$19K | +716 | +0.5% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $1.18M | +$708K | +26,661 | +158% |
|
|
MFA
3
Millington Financial Advisors
Naperville,
Illinois
| $835K | +$392K | +14,769 | +94% |
|
|
SS
4
Sunbelt Securities
Houston,
Texas
| $630K | -$97.5K | -3,669 | -14% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $440K | -$15.2K | -571 | -3% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $396K | +$48.7K | +1,834 | +15% |
|
|
BBPWM
7
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $42.3K | -$110K | -4,140 | -73% |
|
|
AAP
8
Arax Advisory Partners
Denver,
Colorado
| $16.1K | +$15.6K | +587 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $1.51K | -$1.54K | -58 | -51% |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$677K | -26,379 | Closed |
|
XTJL Hedge Fund Activity: Q2 2023 in Review
9 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated Plus ETF July (XTJL) for Q2 2023, worth a combined $7.74M — up 10% from $7.01M a quarter earlier.
Fund positioning in XTJL was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $708K. The largest seller was Old Mission Capital, exiting entirely with an estimated $677K sold.
- 9 institutional investors held Innovator US Equity Accelerated Plus ETF July (XTJL) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $7.74M of Innovator US Equity Accelerated Plus ETF July stock for Q2 2023, up 10% quarter-over-quarter.
- 1 fund opened new Innovator US Equity Accelerated Plus ETF July positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest Innovator US Equity Accelerated Plus ETF July buyer in Q2 2023 was Brookstone Capital Management, an estimated $708K added.
- The largest Innovator US Equity Accelerated Plus ETF July seller in Q2 2023 was Old Mission Capital, an estimated $677K sold.
Based on aggregated 13F filings for Q2 2023.