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Innovator Emerging Markets Power Buffer ETF October

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.

New
Increased
Maintained
Reduced
Closed

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: 2029 (+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: 11 (0)

Holders
29
Holders Change
+9
Holders Change %
+45%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
8
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
1
Global Strategic Investment Solutions
Arizona
$12.5M +$9.57M +420,523 +396%
MSRI
2
Michael S. Ryan Inc
New York
$4.45M -$92.4K -4,058 -2%
W
3
WPWealth
Texas
$1.32M -$173K -7,617 -12%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$968K -$209K -9,163 -18%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$798K +$302K +13,271 +65%
Goldman Sachs
6
Goldman Sachs
New York
$755K +$727K +31,909 New
PWA
7
Pillar Wealth Advisors
Pennsylvania
$627K
Osaic Holdings
8
Osaic Holdings
Arizona
$596K +$386K +16,960 +206%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$523K +$504K +22,119 New
CA
10
Corrado Advisors
New Jersey
$338K +$326K +14,299 New
TWM
11
Tradition Wealth Management
Minnesota
$337K
AAS
12
Avantax Advisory Services
Texas
$318K -$621K -27,279 -67%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$314K -$332K -14,590 -52%
CAG
14
Compass Advisory Group
New York
$305K
USCWA
15
U.S. Capital Wealth Advisors
Texas
$296K +$3.8K +167 +1%
CAN
16
Cetera Advisor Networks
California
$287K +$55.8K +2,449 +25%
HighTower Advisors
17
HighTower Advisors
Illinois
$274K +$265K +11,642 New
NRI
18
NFP Retirement Inc
California
$235K +$226K +9,929 New
SAG
19
SageView Advisory Group
California
$220K +$217K +9,545 New
SS
20
Sunbelt Securities
Texas
$210K +$50.5K +2,220 +33%
KAS
21
Kestra Advisory Services
Texas
$202K +$194K +8,519 New
LIWM
22
Long Island Wealth Management
New York
$148K +$142K +6,250 New
UBS Group
23
UBS Group
Switzerland
$119K +$115K +5,048 New
IA
24
IFP Advisors
Florida
$96.6K +$74.5K +3,271 +403%
AF
25
Advisornet Financial
Minnesota
$40.7K +$34.9K +1,531 +806%

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.