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Innovator International Developed Power Buffer ETF October
IOCT

51 hedge funds and large institutions have $80.2M invested in Innovator International Developed Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

34% more capital invested

Capital invested by funds: $59.8M → $80.2M (+$20.4M)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

21% more funds holding

Funds holding: 42 → 51 (+9)

1.2% more ownership

Funds ownership: 66.41% → 67.61% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
15
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSIS
Global Strategic Investment Solutions
Arizona
+$16.3M
2
NA
NewEdge Advisors
Louisiana
+$6.4M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.36M
4
BFG
Berger Financial Group
Minnesota
+$799K
5
Goldman Sachs
Goldman Sachs
New York
+$567K

Top Sellers

1
WP
WealthPLAN Partners
Nebraska
-$4.42M
2
WIM
WealthPlan Investment Management
Nebraska
-$4.34M
3
IA
IFP Advisors
Florida
-$1.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$830K
5
AAS
Avantax Advisory Services
Texas
-$762K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$462K -$66.2K -2,484 -13%
DBRC
27
D.B. Root & Company
Pennsylvania
$435K +$415K +15,577 New
TWM
28
Tradition Wealth Management
Minnesota
$434K -$3.46K -130 -0.8%
BWM
29
BCS Wealth Management
Tennessee
$410K +$51.9K +1,949 +15%
CA
30
Claro Advisors
Massachusetts
$404K +$385K +14,463 New
USCWA
31
U.S. Capital Wealth Advisors
Texas
$370K -$50K -1,875 -12%
TC
32
TownSquare Capital
Utah
$345K -$293 -11 -0.1%
ACG
33
Allen Capital Group
Nebraska
$332K – – –
BWM
34
Brown Wealth Management
Illinois
$298K -$3.89K -146 -1%
TF
35
Trek Financial
Arizona
$289K +$275K +10,336 New
LPL Financial
36
LPL Financial
California
$280K +$21.2K +794 +9%
CFP
37
Cypress Financial Planning
New Jersey
$264K +$254K +9,549 New
DI
38
Diligent Investors
California
$237K +$226K +8,494 New
ACM
39
Arlington Capital Management
Illinois
$218K +$208K +7,796 New
AWA
40
Arete Wealth Advisors
Illinois
$201K +$192K +7,205 New
SS
41
Sunbelt Securities
Texas
$154K +$17.9K +670 +14%
LIWM
42
Long Island Wealth Management
New York
$137K +$131K +4,920 New
GTAM
43
Global Trust Asset Management
Florida
$83.8K – – –
HI
44
Harbour Investments
Wisconsin
$63.2K +$15.9K +596 +36%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$57.2K – – –
CAL
46
Capital Analysts LLC
Pennsylvania
$49K – – –
SWM
47
Sugarloaf Wealth Management
Georgia
$41.9K +$40K +1,500 New
DFA
48
DHJJ Financial Advisors
Illinois
$34.4K +$5.33K +200 +19%
UBS Group
49
UBS Group
Switzerland
$30K +$28.6K +1,072 New
AF
50
Advisornet Financial
Minnesota
$26.8K +$20.6K +774 +418%
1
2
3

IOCT Hedge Fund Activity: Q4 2023 in Review

51 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF October (IOCT) for Q4 2023, worth a combined $80.2M — up 34% from $59.8M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IOCT positions and 7 closed out — a net gain of 9 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Global Strategic Investment Solutions, adding an estimated $16.3M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $4.42M sold.

  • 51 institutional investors held Innovator International Developed Power Buffer ETF October (IOCT) as of Q4 2023, up from 42 in Q3 2023.
  • Funds reported $80.2M of Innovator International Developed Power Buffer ETF October stock for Q4 2023, up 34% quarter-over-quarter.
  • 16 funds opened new Innovator International Developed Power Buffer ETF October positions in Q4 2023 and 7 closed out, a net change of +9 holders.
  • The largest Innovator International Developed Power Buffer ETF October buyer in Q4 2023 was Global Strategic Investment Solutions, an estimated $16.3M added.
  • The largest Innovator International Developed Power Buffer ETF October seller in Q4 2023 was WealthPLAN Partners, an estimated $4.42M sold.

Based on aggregated 13F filings for Q4 2023.