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Innovator Uncapped Accelerated US Equity ETF

19 hedge funds and large institutions have $20.6M invested in Innovator Uncapped Accelerated US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

52% more capital invested

Capital invested by funds: $13.6M → $20.6M (+$7.03M)

20.91% more ownership

Funds ownership: 20.83%41.74% (+21%)

12% more funds holding

Funds holding: 1719 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
8
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Authentikos Wealth Advisory
California
$6.8M -$221K -5,415 -3%
PCA
2
Prosperity Capital Advisors
Ohio
$4.73M +$3.53M +86,359 +274%
CPP
3
Capasso Planning Partners
South Carolina
$2.6M +$2.64M +64,778 New
Osaic Holdings
4
Osaic Holdings
Arizona
$1.05M +$17.6K +431 +2%
AAP
5
Arax Advisory Partners
Colorado
$867K -$8.33K -204 -0.9%
YWS
6
Yarger Wealth Strategies
Ohio
$765K +$469K +11,481 +152%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$702K +$7.31K +179 +1%
OMC
8
Old Mission Capital
Illinois
$600K +$610K +14,929 New
NWA
9
Navis Wealth Advisors
New York
$473K +$70.7K +1,732 +17%
MWM
10
Maltin Wealth Management
New Jersey
$402K
WIM
11
WealthPlan Investment Management
Nebraska
$384K
MW
12
Maia Wealth
Colorado
$316K +$6.25K +153 +2%
SS
13
Sunbelt Securities
Texas
$314K -$51.6K -1,265 -14%
TF
14
Trek Financial
Arizona
$287K +$71.1K +1,742 +32%
SCM
15
Sollinda Capital Management
Florida
$284K +$289K +7,075 New
Jones Financial Companies
16
Jones Financial Companies
Missouri
$34.7K +$35.3K +864 New
LC
17
Luminist Capital
Michigan
$8.47K +$8.62K +211 New
IA
18
IFS Advisors
Kansas
$6.87K
OP
19
ORG Partners
Indiana
$2.17K +$1.18K +29 +116%
Citadel Advisors
20
Citadel Advisors
Florida
-$332K -8,403 Closed
Barclays
21
Barclays
United Kingdom
-$196K -4,947 Closed
UBS Group
22
UBS Group
Switzerland
-$3.16K -80 Closed

XUSP Hedge Fund Activity: Q4 2024 in Review

19 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator Uncapped Accelerated US Equity ETF (XUSP) for Q4 2024, worth a combined $20.6M — up 52% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XUSP positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Prosperity Capital Advisors, adding an estimated $3.53M. The largest seller was Citadel Advisors, exiting entirely with an estimated $332K sold.

  • 19 institutional investors held Innovator Uncapped Accelerated US Equity ETF (XUSP) as of Q4 2024, up from 17 in Q3 2024.
  • Funds reported $20.6M of Innovator Uncapped Accelerated US Equity ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 5 funds opened new Innovator Uncapped Accelerated US Equity ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest Innovator Uncapped Accelerated US Equity ETF buyer in Q4 2024 was Prosperity Capital Advisors, an estimated $3.53M added.
  • The largest Innovator Uncapped Accelerated US Equity ETF seller in Q4 2024 was Citadel Advisors, an estimated $332K sold.

Based on aggregated 13F filings for Q4 2024.