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Innovator Emerging Markets Power Buffer ETF October

21 hedge funds and large institutions have $12M invested in Innovator Emerging Markets Power Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3.2% less ownership

Funds ownership: 43.18%39.99% (-3.2%)

5% less funds holding

Funds holding: 2221 (-1)

17% less capital invested

Capital invested by funds: $14.4M → $12M (-$2.44M)

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
9
Closed
3
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 -$150K -6,505 -4%
W
2
WPWealth
Texas
$1.31M -$665K -28,839 -34%
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$1.23M -$26.5K -1,150 -2%
AAS
4
Avantax Advisory Services
Texas
$931K
ACM
5
Arlington Capital Management
Illinois
$627K +$625K +27,089 New
Jane Street
6
Jane Street
New York
$618K +$616K +26,703 New
PWA
7
Pillar Wealth Advisors
Pennsylvania
$614K
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$540K +$97.9K +4,247 +22%
KF
9
Krilogy Financial
Missouri
$478K -$96.8K -4,200 -17%
CAN
10
Cetera Advisor Networks
California
$384K
USCWA
11
U.S. Capital Wealth Advisors
Texas
$361K +$119K +5,152 +49%
Osaic Holdings
12
Osaic Holdings
Arizona
$346K -$60.1K -2,609 -15%
TWM
13
Tradition Wealth Management
Minnesota
$337K -$1.71K -74 -0.5%
CAG
14
Compass Advisory Group
New York
$326K -$19.4K -840 -6%
SS
15
Sunbelt Securities
Texas
$151K +$150K +6,527 New
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$51.3K
CAL
17
Capital Analysts LLC
Pennsylvania
$39K -$75K -3,255 -66%
UBS Group
18
UBS Group
Switzerland
$24.2K +$24.1K +1,044 New
AF
19
Advisornet Financial
Minnesota
$4.4K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$501 -$5.76K -250 -1%
Bank of America
21
Bank of America
North Carolina
$116
CA
22
Corrado Advisors
New Jersey
-$965K -43,361 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$963K -43,229 Closed
Wells Fargo
24
Wells Fargo
California
-$1.4K -63 Closed

EOCT Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF October (EOCT) for Q1 2023, worth a combined $12M — down 17% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EOCT positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 9 trimmed.

The largest buyer was Arlington Capital Management, opening a new position worth an estimated $625K. The largest seller was Corrado Advisors, exiting entirely with an estimated $965K sold.

  • 21 institutional investors held Innovator Emerging Markets Power Buffer ETF October (EOCT) as of Q1 2023, down from 22 in Q4 2022.
  • Funds reported $12M of Innovator Emerging Markets Power Buffer ETF October stock for Q1 2023, down 17% quarter-over-quarter.
  • 4 funds opened new Innovator Emerging Markets Power Buffer ETF October positions in Q1 2023 and 3 closed out, a net change of +1 holder.
  • The largest Innovator Emerging Markets Power Buffer ETF October buyer in Q1 2023 was Arlington Capital Management, an estimated $625K added.
  • The largest Innovator Emerging Markets Power Buffer ETF October seller in Q1 2023 was Corrado Advisors, an estimated $965K sold.

Based on aggregated 13F filings for Q1 2023.