Innovator Emerging Markets Power Buffer ETF October
EOCT
29 hedge funds and large institutions have $26.3M invested in Innovator Emerging Markets Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
95% more capital invested
Capital invested by funds: $13.5M → $26.3M (+$12.8M)
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
45% more funds holding
Funds holding: 20 → 29 (+9)
4.48% more ownership
Funds ownership: 50.3% → 54.79% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$9.57M |
| 2 |
Goldman Sachs
New York
|
+$727K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$504K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$386K |
| 5 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
+$326K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$621K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$332K |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$209K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$201K |
| 5 |
W
WPWealth
Fort Worth,
Texas
|
-$173K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
26
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $40K | – | – | – |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $14.8K | – | – | – |
|
|
CIA
28
Cape Investment Advisory
Mcdonough,
Georgia
| $11.8K | +$11.4K | +500 | New |
|
29
Fidelity Investments
Boston,
Massachusetts
| $24 | +$23 | +1 | New |
|
|
30
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$201K | -8,932 | Closed |
|
31
Bank of America
Charlotte,
North Carolina
| – | -$112 | -5 | Closed |
|
EOCT Hedge Fund Activity: Q4 2023 in Review
29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF October (EOCT) for Q4 2023, worth a combined $26.3M — up 95% from $13.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EOCT positions and 2 closed out — a net gain of 9 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Global Strategic Investment Solutions, adding an estimated $9.57M. The largest seller was Avantax Advisory Services, cutting an estimated $621K.
- 29 institutional investors held Innovator Emerging Markets Power Buffer ETF October (EOCT) as of Q4 2023, up from 20 in Q3 2023.
- Funds reported $26.3M of Innovator Emerging Markets Power Buffer ETF October stock for Q4 2023, up 95% quarter-over-quarter.
- 11 funds opened new Innovator Emerging Markets Power Buffer ETF October positions in Q4 2023 and 2 closed out, a net change of +9 holders.
- The largest Innovator Emerging Markets Power Buffer ETF October buyer in Q4 2023 was Global Strategic Investment Solutions, an estimated $9.57M added.
- The largest Innovator Emerging Markets Power Buffer ETF October seller in Q4 2023 was Avantax Advisory Services, an estimated $621K sold.
Based on aggregated 13F filings for Q4 2023.