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Innovator Emerging Markets Power Buffer ETF October

20 hedge funds and large institutions have $13.5M invested in Innovator Emerging Markets Power Buffer ETF October in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.09% less ownership

Funds ownership: 52.4%50.3% (-2.1%)

5% less funds holding

Funds holding: 2120 (-1)

13% less capital invested

Capital invested by funds: $15.4M → $13.5M (-$1.94M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
5
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSRI
1
Michael S. Ryan Inc
New York
$4.24M -$101K -4,302 -2%
GSIS
2
Global Strategic Investment Solutions
Arizona
$2.38M -$56.1K -2,393 -2%
W
3
WPWealth
Texas
$1.43M +$167K +7,109 +13%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$1.12M -$55K -2,346 -4%
AAS
5
Avantax Advisory Services
Texas
$915K +$17.5K +748 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$626K +$32.3K +1,377 +5%
PWA
7
Pillar Wealth Advisors
Pennsylvania
$595K
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$460K -$27.8K -1,186 -5%
TWM
9
Tradition Wealth Management
Minnesota
$319K -$961 -41 -0.3%
CAG
10
Compass Advisory Group
New York
$290K -$27.4K -1,170 -8%
USCWA
11
U.S. Capital Wealth Advisors
Texas
$278K -$91.3K -3,896 -24%
CAN
12
Cetera Advisor Networks
California
$217K -$129K -5,500 -36%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$201K +$209K +8,932 New
Osaic Holdings
14
Osaic Holdings
Arizona
$185K +$6.04K +258 +3%
SS
15
Sunbelt Securities
Texas
$150K +$3.19K +136 +2%
CAL
16
Capital Analysts LLC
Pennsylvania
$38K
IA
17
IFP Advisors
Florida
$18.2K +$19K +811 New
DFA
18
DHJJ Financial Advisors
Illinois
$14K +$14.6K +624 New
AF
19
Advisornet Financial
Minnesota
$4.27K
Bank of America
20
Bank of America
North Carolina
$112
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$394K -16,784 Closed
Jane Street
22
Jane Street
New York
-$380K -16,164 Closed
ACM
23
Arlington Capital Management
Illinois
-$359K -15,299 Closed
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
-$52K -2,215 Closed

EOCT Hedge Fund Activity: Q3 2023 in Review

20 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF October (EOCT) for Q3 2023, worth a combined $13.5M — down 13% from $15.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EOCT and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $209K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $394K sold.

  • 20 institutional investors held Innovator Emerging Markets Power Buffer ETF October (EOCT) as of Q3 2023, down from 21 in Q2 2023.
  • Funds reported $13.5M of Innovator Emerging Markets Power Buffer ETF October stock for Q3 2023, down 13% quarter-over-quarter.
  • 3 funds opened new Innovator Emerging Markets Power Buffer ETF October positions in Q3 2023 and 4 closed out, a net change of -1 holder.
  • The largest Innovator Emerging Markets Power Buffer ETF October buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $209K added.
  • The largest Innovator Emerging Markets Power Buffer ETF October seller in Q3 2023 was Susquehanna International Group, an estimated $394K sold.

Based on aggregated 13F filings for Q3 2023.