Innovator Uncapped Accelerated US Equity ETF
XUSP
10 hedge funds and large institutions have $4.57M invested in Innovator Uncapped Accelerated US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
43% more funds holding
Funds holding: 7 → 10 (+3)
5.27% more ownership
Funds ownership: 22.75% → 28.02% (+5.3%)
17% less capital invested
Capital invested by funds: $5.48M → $4.57M (-$916K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$469K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$348K |
| 3 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$76.3K |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$30.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$11.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.74M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$709K |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
1
Maltin Wealth Management
Ridgewood,
New Jersey
| $1.89M | +$76.3K | +2,712 | +5% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $789K | -$1.74M | -61,956 | -71% |
|
|
AAP
3
Arax Advisory Partners
Denver,
Colorado
| $668K | +$30.1K | +1,070 | +5% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $513K | +$469K | +16,680 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $381K | +$348K | +12,374 | New |
|
|
WP
6
WealthPLAN Partners
Omaha,
Nebraska
| $294K | -$41K | -1,459 | -13% |
|
|
7
UBS Group
Zurich,
Switzerland
| $12.5K | +$11.5K | +407 | New |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $9.22K | +$5.63K | +200 | +200% |
|
9
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $6.55K | +$5.99K | +213 | New |
|
|
IA
10
IFS Advisors
Overland Park,
Kansas
| $5.26K | – | – | – |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$709K | -26,465 | Closed |
|
XUSP Hedge Fund Activity: Q4 2023 in Review
10 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Innovator Uncapped Accelerated US Equity ETF (XUSP) for Q4 2023, worth a combined $4.57M — down 17% from $5.48M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XUSP positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $469K. The largest seller was Osaic Holdings, cutting an estimated $1.74M.
- 10 institutional investors held Innovator Uncapped Accelerated US Equity ETF (XUSP) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $4.57M of Innovator Uncapped Accelerated US Equity ETF stock for Q4 2023, down 17% quarter-over-quarter.
- 4 funds opened new Innovator Uncapped Accelerated US Equity ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest Innovator Uncapped Accelerated US Equity ETF buyer in Q4 2023 was Old Mission Capital, an estimated $469K added.
- The largest Innovator Uncapped Accelerated US Equity ETF seller in Q4 2023 was Osaic Holdings, an estimated $1.74M sold.
Based on aggregated 13F filings for Q4 2023.