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Innovator US Equity Accelerated Plus ETF July
XTJL

14 hedge funds and large institutions have $5.89M invested in Innovator US Equity Accelerated Plus ETF July in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding

Funds holding: 9 → 14 (+5)

9.19% less ownership

Funds ownership: 67.1% → 57.91% (-9.2%)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

50% less capital invested

Capital invested by funds: $11.9M → $5.89M (-$5.96M)

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$966K
2
FIA
Foundations Investment Advisors
Arizona
+$726K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$717K
4
Jane Street
Jane Street
New York
+$482K
5
AAP
Arax Advisory Partners
Colorado
+$3.17K

Top Sellers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
-$8.08M
2
BCM
Brookstone Capital Management
Illinois
-$844K
3
SS
Sunbelt Securities
Texas
-$355K
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.83K
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
1
Old Mission Capital
Illinois
$986K +$966K +31,987 New
MFA
2
Millington Financial Advisors
Illinois
$922K +$392 +13 +0%
BCM
3
Brookstone Capital Management
Illinois
$747K -$844K -27,960 -54%
FIA
4
Foundations Investment Advisors
Arizona
$741K +$726K +24,050 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$732K +$717K +23,766 New
Osaic Holdings
6
Osaic Holdings
Arizona
$554K -$3.83K -127 -0.7%
Jane Street
7
Jane Street
New York
$492K +$482K +15,980 New
SS
8
Sunbelt Securities
Texas
$482K -$355K -11,762 -43%
AAP
9
Arax Advisory Partners
Colorado
$75.8K +$3.17K +105 +4%
OCM
10
Orion Capital Management
California
$52K – – –
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$47.6K – – –
AF
12
Allworth Financial
California
$45.2K -$8.08M -267,673 -99%
DFA
13
DHJJ Financial Advisors
Illinois
$9.55K – – –
UBS Group
14
UBS Group
Switzerland
$3.02K +$2.96K +98 New

XTJL Hedge Fund Activity: Q1 2024 in Review

14 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated Plus ETF July (XTJL) for Q1 2024, worth a combined $5.89M — down 50% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XTJL positions and 0 closed out — a net gain of 5 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $966K. The largest seller was Allworth Financial, cutting an estimated $8.08M.

  • 14 institutional investors held Innovator US Equity Accelerated Plus ETF July (XTJL) as of Q1 2024, up from 9 in Q4 2023.
  • Funds reported $5.89M of Innovator US Equity Accelerated Plus ETF July stock for Q1 2024, down 50% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Accelerated Plus ETF July positions in Q1 2024 and 0 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Accelerated Plus ETF July buyer in Q1 2024 was Old Mission Capital, an estimated $966K added.
  • The largest Innovator US Equity Accelerated Plus ETF July seller in Q1 2024 was Allworth Financial, an estimated $8.08M sold.

Based on aggregated 13F filings for Q1 2024.