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Innovator Uncapped Accelerated US Equity ETF
XUSP

17 hedge funds and large institutions have $13.6M invested in Innovator Uncapped Accelerated US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

221% more capital invested

Capital invested by funds: $4.23M → $13.6M (+$9.37M)

55% more funds holding

Funds holding: 11 → 17 (+6)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

6.56% more ownership

Funds ownership: 14.27% → 20.83% (+6.6%)

Holders
17
Holders Change
+6
Holders Change %
+54.55%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
4
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Authentikos Wealth Advisory
California
+$6.56M
2
PCA
Prosperity Capital Advisors
Ohio
+$1.18M
3
NWA
Navis Wealth Advisors
New York
+$377K
4
WIM
WealthPlan Investment Management
Nebraska
+$359K
5
SS
Sunbelt Securities
Texas
+$298K

Top Sellers

Rank Fund Capital Flow
1
WP
WealthPLAN Partners
Nebraska
-$353K
2
Citadel Advisors
Citadel Advisors
Florida
-$288K
3
MW
Maia Wealth
Colorado
-$18.3K
4
AAP
Arax Advisory Partners
Colorado
-$3.45K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1
Authentikos Wealth Advisory
California
$6.91M +$6.56M +174,705 New
PCA
2
Prosperity Capital Advisors
Ohio
$1.25M +$1.18M +31,526 New
Osaic Holdings
3
Osaic Holdings
Arizona
$1.01M +$36.9K +982 +4%
AAP
4
Arax Advisory Partners
Colorado
$862K -$3.45K -92 -0.4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$685K – – –
NWA
6
Navis Wealth Advisors
New York
$397K +$377K +10,051 New
MWM
7
Maltin Wealth Management
New Jersey
$395K – – –
WIM
8
WealthPlan Investment Management
Nebraska
$378K +$359K +9,569 New
SS
9
Sunbelt Securities
Texas
$356K +$298K +7,939 +742%
Citadel Advisors
10
Citadel Advisors
Florida
$332K -$288K -7,669 -48%
YWS
11
Yarger Wealth Strategies
Ohio
$299K +$79K +2,104 +38%
MW
12
Maia Wealth
Colorado
$299K -$18.3K -488 -6%
TF
13
Trek Financial
Arizona
$213K +$203K +5,397 New
Barclays
14
Barclays
United Kingdom
$196K +$186K +4,947 New
IA
15
IFS Advisors
Kansas
$6.76K – – –
UBS Group
16
UBS Group
Switzerland
$3.16K +$2.67K +71 +789%
OP
17
ORG Partners
Indiana
$988 +$939 +25 New
WP
18
WealthPLAN Partners
Nebraska
– -$353K -9,569 Closed

XUSP Hedge Fund Activity: Q3 2024 in Review

17 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator Uncapped Accelerated US Equity ETF (XUSP) for Q3 2024, worth a combined $13.6M — up 221% from $4.23M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XUSP positions and 1 closed out — a net gain of 6 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Authentikos Wealth Advisory, opening a new position worth an estimated $6.56M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $353K sold.

  • 17 institutional investors held Innovator Uncapped Accelerated US Equity ETF (XUSP) as of Q3 2024, up from 11 in Q2 2024.
  • Funds reported $13.6M of Innovator Uncapped Accelerated US Equity ETF stock for Q3 2024, up 221% quarter-over-quarter.
  • 7 funds opened new Innovator Uncapped Accelerated US Equity ETF positions in Q3 2024 and 1 closed out, a net change of +6 holders.
  • The largest Innovator Uncapped Accelerated US Equity ETF buyer in Q3 2024 was Authentikos Wealth Advisory, an estimated $6.56M added.
  • The largest Innovator Uncapped Accelerated US Equity ETF seller in Q3 2024 was WealthPLAN Partners, an estimated $353K sold.

Based on aggregated 13F filings for Q3 2024.