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Innovator Emerging Markets Power Buffer ETF October

22 hedge funds and large institutions have $14.4M invested in Innovator Emerging Markets Power Buffer ETF October in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

133% more capital invested

Capital invested by funds: $6.19M → $14.4M (+$8.25M)

57% more funds holding

Funds holding: 1422 (+8)

41.75% less ownership

Funds ownership: 84.93%43.18% (-42%)

Holders
22
Holders Change
+8
Holders Change %
+57.14%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
1
Global Strategic Investment Solutions
Arizona
$3.63M +$1.62M +74,756 +85%
W
2
WPWealth
Texas
$1.9M +$1.84M +85,224 New
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$1.21M +$12.3K +570 +1%
CA
4
Corrado Advisors
New Jersey
$965K +$644K +29,815 +220%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$963K +$934K +43,229 New
TFS
6
TrustCore Financial Services
Tennessee
$938K +$111K +5,149 +14%
AAS
7
Avantax Advisory Services
Texas
$895K +$463K +21,431 +114%
PWA
8
Pillar Wealth Advisors
Pennsylvania
$590K +$573K +26,517 New
KF
9
Krilogy Financial
Missouri
$553K +$537K +24,840 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$487K +$74.7K +3,455 +19%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$425K +$412K +19,067 New
Osaic Holdings
12
Osaic Holdings
Arizona
$392K +$92.9K +4,301 +32%
CAN
13
Cetera Advisor Networks
California
$370K +$16.3K +756 +5%
CAG
14
Compass Advisory Group
New York
$349K -$90.8K -4,200 -22%
TWM
15
Tradition Wealth Management
Minnesota
$326K +$36K +1,665 +13%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$233K +$226K +10,453 New
CAL
17
Capital Analysts LLC
Pennsylvania
$110K
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$49.3K +$47.9K +2,215 New
CA
19
CoreCap Advisors
Michigan
$48.1K +$46.7K +2,161 New
AF
20
Advisornet Financial
Minnesota
$4.23K
Wells Fargo
21
Wells Fargo
California
$1.4K +$1.36K +63 New
Bank of America
22
Bank of America
North Carolina
$111 +$108 +5 New
IA
23
IFP Advisors
Florida
-$15K -600 Closed

EOCT Hedge Fund Activity: Q4 2022 in Review

22 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF October (EOCT) for Q4 2022, worth a combined $14.4M — up 133% from $6.19M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EOCT positions and 1 closed out — a net gain of 9 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Global Strategic Investment Solutions, adding an estimated $1.62M. The largest seller was Compass Advisory Group, cutting an estimated $90.8K.

  • 22 institutional investors held Innovator Emerging Markets Power Buffer ETF October (EOCT) as of Q4 2022, up from 14 in Q3 2022.
  • Funds reported $14.4M of Innovator Emerging Markets Power Buffer ETF October stock for Q4 2022, up 133% quarter-over-quarter.
  • 10 funds opened new Innovator Emerging Markets Power Buffer ETF October positions in Q4 2022 and 1 closed out, a net change of +9 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF October buyer in Q4 2022 was Global Strategic Investment Solutions, an estimated $1.62M added.
  • The largest Innovator Emerging Markets Power Buffer ETF October seller in Q4 2022 was Compass Advisory Group, an estimated $90.8K sold.

Based on aggregated 13F filings for Q4 2022.