Innovator US Equity Accelerated Plus ETF July
XTJL
11 hedge funds and large institutions have $11.9M invested in Innovator US Equity Accelerated Plus ETF July in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
53% more capital invested
Capital invested by funds: $7.74M → $11.9M (+$4.13M)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
22% more funds holding
Funds holding: 9 → 11 (+2)
7.62% more ownership
Funds ownership: 62.83% → 70.46% (+7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$7.53M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$613K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$258K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$152K |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$48.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.2M |
| 2 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
-$12.6K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.67K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$797 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Allworth Financial
Folsom,
California
| $7.32M | +$7.53M | +273,906 | New |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $1.31M | +$152K | +5,529 | +13% |
|
|
SS
3
Sunbelt Securities
Houston,
Texas
| $865K | +$258K | +9,378 | +41% |
|
|
MFA
4
Millington Financial Advisors
Naperville,
Illinois
| $802K | -$12.6K | -460 | -2% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $596K | +$613K | +22,303 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $475K | +$47.2K | +1,717 | +11% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $381K | -$4.67K | -170 | -1% |
|
|
AAP
8
Arax Advisory Partners
Denver,
Colorado
| $63K | +$48.6K | +1,768 | +301% |
|
|
BBPWM
9
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $41.2K | – | – | – |
|
|
DFA
10
DHJJ Financial Advisors
Naperville,
Illinois
| $8.29K | +$8.52K | +310 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| $695 | -$797 | -29 | -53% |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$4.2M | -153,133 | Closed |
|
XTJL Hedge Fund Activity: Q3 2023 in Review
11 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated Plus ETF July (XTJL) for Q3 2023, worth a combined $11.9M — up 53% from $7.74M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XTJL positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $7.53M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.2M sold.
- 11 institutional investors held Innovator US Equity Accelerated Plus ETF July (XTJL) as of Q3 2023, up from 9 in Q2 2023.
- Funds reported $11.9M of Innovator US Equity Accelerated Plus ETF July stock for Q3 2023, up 53% quarter-over-quarter.
- 3 funds opened new Innovator US Equity Accelerated Plus ETF July positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest Innovator US Equity Accelerated Plus ETF July buyer in Q3 2023 was Allworth Financial, an estimated $7.53M added.
- The largest Innovator US Equity Accelerated Plus ETF July seller in Q3 2023 was Citadel Advisors, an estimated $4.2M sold.
Based on aggregated 13F filings for Q3 2023.