Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (XUSP)

22 + Investors. Track Smart Money conviction in XUSP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
38%

Smart Money Signals — XUSP

Based on 22 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their XUSP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
22 funds currently hold this stock — 79% of the 3.0-year high of 28 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding XUSP is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 38% buying

9 buying15 selling
Last quarter: 15 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 6 → 1 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 23% entered in last year

■ 23% conviction (2yr+) ■ 55% medium ■ 23% new
Only 5 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +20% but shares only +1% — price-driven

Value
+19%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
⚠️

Saturation — most institutions already know this story

3 → 5 → 6 → 1 → 3 new funds/Q
New funds entering each quarter: 5 → 6 → 1 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 14% veterans, 41% new entrants

■ 14% veterans ■ 45% 1-2yr ■ 41% new
Of 22 current holders: 3 (14%) held 2+ years, 10 held 1–2 years, 9 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
1 of 22 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XUSP

In 2026 Q2, 9 hedge funds were net buyers of XUSP (3 opened a new position, 6 added to an existing one), while 15 reduced or exited (11 trimmed, 4 sold completely) — a 38% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 22.

Hedge Fund Ownership: XUSP

How many hedge funds hold XUSP — quarterly history vs. share price
Quarterly hedge fund ownership of XUSP vs. share price

Market Analysis: XUSP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XUSP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: XUSP
22 + Investors

Track Smart Money conviction in XUSP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 22 23 -4.35%
13F Shares 709K 704K 0.66%
Total Value $37M $31M 19.69%
New Positions 3 1 +2
Increased Positions 6 9 -3
Closed Positions 4 6 -2
Reduced Positions 11 10 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XUSP

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Financial Highlights

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Institutional Holders (2026 Q2)

22 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XUSP. Verified SEC 13F-HR filings.

QUARTER:
Top 22 XUSP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NewCorp Financial Services, Inc. 6.59% 163,464 $8.6M
2 ATX Financial Planning, LLC 3.10% 89,058 $4.7M
3 Authentikos Wealth Advisory, LLC 0.75% 22,209 $1.2M
4 HFG Wealth Management, LLC 0.60% 11,343 $597K
5 Yarger Wealth Strategies, LLC 0.49% 25,572 $1.4M
6 Regatta Research & Money Management 0.21% 4,167 $219K
7 Navis Wealth Advisors, LLC 0.14% 6,766 $356K
8 Farther Finance Advisors, LLC 0.11% 278,850 $14.7M
9 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% 21,169 $1.1M
10 IFS Advisors, LLC 0.05% 2,025 $107K
11 Maia Wealth LLC 0.05% 6,480 $341K
12 Luminist Capital LLC 0.04% 756 $39K
13 Trek Financial, LLC 0.03% 9,709 $511K
14 Arax Advisory Partners 0.01% 32,607 $1.7M
15 Alerus Financial NA 0.01% 3,157 $166K
16 Centaurus Financial, INC. 0.01% 3,033 $160K
17 Brookstone Capital Management 0.01% 9,961 $525K
18 IFP Advisors, Inc 0.00% 618 $33K
19 Country Trust Bank 0.00% 274 $14K
20 Raymond James Financial Inc 0.00% 13,400 $706K
21 Osaic Holdings, INC. 0.00% 2,364 $124K
22 Barclays plc 0.00% 1,711 $90K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Innovator Etfs Trust (XUSP)

What does the Smart Money Trend signal show for XUSP?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their XUSP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XUSP?

Heavy selling pressure — only 38% buying: Last quarter: 15 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for XUSP holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 22 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XUSP?

Mostly new holders — 23% entered in last year: Only 5 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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