Innovator International Developed Power Buffer ETF October
IOCT
40 hedge funds and large institutions have $66.9M invested in Innovator International Developed Power Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
3% more funds holding
Funds holding: 39 → 40 (+1)
2.84% less ownership
Funds ownership: 69.78% → 66.94% (-2.8%)
14% less capital invested
Capital invested by funds: $77.9M → $66.9M (-$11M)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.77M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.54M |
| 3 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$1.18M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$543K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$493K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$4.38M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$4.22M |
| 3 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$2.39M |
| 4 |
W
WPWealth
Fort Worth,
Texas
|
-$1.73M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$731K |
IOCT Hedge Fund Activity: Q1 2023 in Review
40 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF October (IOCT) for Q1 2023, worth a combined $66.9M — down 14% from $77.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IOCT positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 14 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $1.77M. The largest seller was WealthPlan Investment Management, cutting an estimated $4.38M.
- 40 institutional investors held Innovator International Developed Power Buffer ETF October (IOCT) as of Q1 2023, up from 39 in Q4 2022.
- Funds reported $66.9M of Innovator International Developed Power Buffer ETF October stock for Q1 2023, down 14% quarter-over-quarter.
- 7 funds opened new Innovator International Developed Power Buffer ETF October positions in Q1 2023 and 4 closed out, a net change of +3 holders.
- The largest Innovator International Developed Power Buffer ETF October buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $1.77M added.
- The largest Innovator International Developed Power Buffer ETF October seller in Q1 2023 was WealthPlan Investment Management, an estimated $4.38M sold.
Based on aggregated 13F filings for Q1 2023.