Innovator US Equity Accelerated Plus ETF July
XTJL
9 hedge funds and large institutions have $11.9M invested in Innovator US Equity Accelerated Plus ETF July in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
3.35% less ownership
Funds ownership: 70.46% → 67.1% (-3.4%)
18% less funds holding
Funds holding: 11 → 9 (-2)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
88% less capital inflows, than outflows
Capital inflows: $144K | Capital outflows: $1.25M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brookstone Capital Management
Wheaton,
Illinois
|
+$88.1K |
| 2 |
Orion Capital Management
Coronado,
California
|
+$47K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$596K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$381K |
| 3 |
Sunbelt Securities
Houston,
Texas
|
-$138K |
| 4 |
Allworth Financial
Folsom,
California
|
-$133K |
| 5 |
Millington Financial Advisors
Naperville,
Illinois
|
-$2.87K |
XTJL Hedge Fund Activity: Q4 2023 in Review
9 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated Plus ETF July (XTJL) for Q4 2023, worth a combined $11.9M — down 0.11% from $11.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XTJL and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Brookstone Capital Management, adding an estimated $88.1K. The largest seller was Old Mission Capital, exiting entirely with an estimated $596K sold.
- 9 institutional investors held Innovator US Equity Accelerated Plus ETF July (XTJL) as of Q4 2023, down from 11 in Q3 2023.
- Funds reported $11.9M of Innovator US Equity Accelerated Plus ETF July stock for Q4 2023, down 0.11% quarter-over-quarter.
- 1 fund opened new Innovator US Equity Accelerated Plus ETF July positions in Q4 2023 and 3 closed out, a net change of -2 holders.
- The largest Innovator US Equity Accelerated Plus ETF July buyer in Q4 2023 was Brookstone Capital Management, an estimated $88.1K added.
- The largest Innovator US Equity Accelerated Plus ETF July seller in Q4 2023 was Old Mission Capital, an estimated $596K sold.
Based on aggregated 13F filings for Q4 2023.