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.
0% less capital invested
Capital invested by funds: $11.9M → $11.9M (-$13.1K)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$88.1K |
| 2 |
OCM
Orion Capital Management
Coronado,
California
|
+$47K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$596K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$381K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$138K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$133K |
| 5 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
-$2.87K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Allworth Financial
Folsom,
California
| $7.92M | -$133K | -4,767 | -2% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $1.54M | +$88.1K | +3,166 | +6% |
|
|
MFA
3
Millington Financial Advisors
Naperville,
Illinois
| $881K | -$2.87K | -103 | -0.3% |
|
|
SS
4
Sunbelt Securities
Houston,
Texas
| $807K | -$138K | -4,956 | -15% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $533K | +$9.24K | +332 | +2% |
|
|
AAP
6
Arax Advisory Partners
Denver,
Colorado
| $69.3K | – | – | – |
|
|
OCM
7
Orion Capital Management
Coronado,
California
| $49.7K | +$47K | +1,688 | New |
|
|
BBPWM
8
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $45.4K | – | – | – |
|
|
DFA
9
DHJJ Financial Advisors
Naperville,
Illinois
| $9.13K | – | – | – |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$596K | -22,303 | Closed |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$381K | -14,271 | Closed |
|
12
UBS Group
Zurich,
Switzerland
| – | -$695 | -26 | Closed |
|
XTJL Hedge Fund Activity: Q4 2023 in Review
9 of the 6,860 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.