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Innovator US Equity Accelerated Plus ETF October

16 hedge funds and large institutions have $15.6M invested in Innovator US Equity Accelerated Plus ETF October in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1616 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

9.5% less ownership

Funds ownership: 81.37%71.87% (-9.5%)

10% less capital invested

Capital invested by funds: $17.3M → $15.6M (-$1.65M)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
16
Holders Change
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
2
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$6.55M +$5.69M +242,993 +868%
SS
2
Sunbelt Securities
Texas
$3.25M -$527K -22,517 -14%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.77M -$4.83K -206 -0.3%
AWS
4
Atria Wealth Solutions
New York
$1.35M -$148K -6,320 -10%
MIM
5
Macroview Investment Management
Maryland
$1.03M -$16.6K -707 -2%
MFA
6
Millington Financial Advisors
Illinois
$551K -$3.06M -130,541 -85%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$453K +$25.7K +1,098 +6%
OMC
8
Old Mission Capital
Illinois
$327K +$317K +13,520 New
SCA
9
Snowden Capital Advisors
New York
$208K +$201K +8,600 New
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$65.2K
UBS Group
11
UBS Group
Switzerland
$41.3K +$40.1K +1,711 New
WP
12
WealthPLAN Partners
Nebraska
$30.8K
AAP
13
Arax Advisory Partners
Colorado
$604
FA
14
Fiduciary Alliance
South Carolina
$242 +$234 +10 New
Bank of America
15
Bank of America
North Carolina
$24
JP Morgan Chase
16
JP Morgan Chase
New York
$24
BCI
17
Brinker Capital Investments
Pennsylvania
-$1.91M -83,742 Closed
OPS
18
Orion Portfolio Solutions
Nebraska
-$1.91M -83,742 Closed
BCM
19
Brookstone Capital Management
Illinois
-$822K -35,553 Closed
WP
20
WealthSource Partners
California
-$331K -14,475 Closed

XTOC Hedge Fund Activity: Q2 2023 in Review

16 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated Plus ETF October (XTOC) for Q2 2023, worth a combined $15.6M — down 9.6% from $17.3M a quarter earlier.

Fund positioning in XTOC was balanced in Q2 2023: 4 funds opened new positions, 4 closed out, 2 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $5.69M. The largest seller was Millington Financial Advisors, cutting an estimated $3.06M.

  • 16 institutional investors held Innovator US Equity Accelerated Plus ETF October (XTOC) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $15.6M of Innovator US Equity Accelerated Plus ETF October stock for Q2 2023, down 9.6% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Accelerated Plus ETF October positions in Q2 2023 and 4 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Accelerated Plus ETF October buyer in Q2 2023 was Citadel Advisors, an estimated $5.69M added.
  • The largest Innovator US Equity Accelerated Plus ETF October seller in Q2 2023 was Millington Financial Advisors, an estimated $3.06M sold.

Based on aggregated 13F filings for Q2 2023.