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Innovator US Equity Accelerated Plus ETF July
XTJL

11 hedge funds and large institutions have $3.1M invested in Innovator US Equity Accelerated Plus ETF July in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% less funds holding

Funds holding: 14 → 11 (-3)

22.71% less ownership

Funds ownership: 57.91% → 35.2% (-23%)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

47% less capital invested

Capital invested by funds: $5.89M → $3.1M (-$2.79M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
11
Holders Change
-3
Holders Change %
-21.43%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
+$55.1K
2
Osaic Holdings
Osaic Holdings
Arizona
+$27.8K
3
OCM
Orion Capital Management
California
+$6.49K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$986K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$732K
3
Jane Street
Jane Street
New York
-$492K
4
BCM
Brookstone Capital Management
Illinois
-$482K
5
SS
Sunbelt Securities
Texas
-$158K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1
Millington Financial Advisors
Illinois
$858K -$79.8K -2,569 -9%
FIA
2
Foundations Investment Advisors
Arizona
$810K +$55.1K +1,774 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$592K +$27.8K +894 +5%
SS
4
Sunbelt Securities
Texas
$331K -$158K -5,075 -32%
BCM
5
Brookstone Capital Management
Illinois
$278K -$482K -15,519 -64%
AAP
6
Arax Advisory Partners
Colorado
$77.2K – – –
OCM
7
Orion Capital Management
California
$59.5K +$6.49K +209 +12%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$48.4K – – –
AF
9
Allworth Financial
California
$31.4K -$14.7K -473 -32%
DFA
10
DHJJ Financial Advisors
Illinois
$9.72K – – –
UBS Group
11
UBS Group
Switzerland
$1.54K -$1.52K -49 -50%
OMC
12
Old Mission Capital
Illinois
– -$986K -31,987 Closed
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
– -$732K -23,766 Closed
Jane Street
14
Jane Street
New York
– -$492K -15,980 Closed

XTJL Hedge Fund Activity: Q2 2024 in Review

11 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated Plus ETF July (XTJL) for Q2 2024, worth a combined $3.1M — down 47% from $5.89M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of XTJL and 0 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 3 added.

The largest buyer was Foundations Investment Advisors, adding an estimated $55.1K. The largest seller was Old Mission Capital, exiting entirely with an estimated $986K sold.

  • 11 institutional investors held Innovator US Equity Accelerated Plus ETF July (XTJL) as of Q2 2024, down from 14 in Q1 2024.
  • Funds reported $3.1M of Innovator US Equity Accelerated Plus ETF July stock for Q2 2024, down 47% quarter-over-quarter.
  • 0 funds opened new Innovator US Equity Accelerated Plus ETF July positions in Q2 2024 and 3 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Accelerated Plus ETF July buyer in Q2 2024 was Foundations Investment Advisors, an estimated $55.1K added.
  • The largest Innovator US Equity Accelerated Plus ETF July seller in Q2 2024 was Old Mission Capital, an estimated $986K sold.

Based on aggregated 13F filings for Q2 2024.