Innovator International Developed Power Buffer ETF October
IOCT
54 hedge funds and large institutions have $67.6M invested in Innovator International Developed Power Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.
4% less funds holding
Funds holding: 56 → 54 (-2)
5.32% less ownership
Funds ownership: 67.52% → 62.19% (-5.3%)
9% less capital invested
Capital invested by funds: $73.9M → $67.6M (-$6.36M)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.47M |
| 2 |
S
SignatureFD
Atlanta,
Georgia
|
+$482K |
| 3 |
LPL Financial
San Diego,
California
|
+$441K |
| 4 |
LIWM
Long Island Wealth Management
Melville,
New York
|
+$431K |
| 5 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
+$422K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$9.92M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$874K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$658K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$624K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$439K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
Continuum Advisory
Eagle,
Idaho
| $31.5K | +$32K | +1,068 | New |
|
|
AF
52
Advisornet Financial
Minnetonka,
Minnesota
| $29.5K | – | – | – |
|
|
DFA
53
DHJJ Financial Advisors
Naperville,
Illinois
| $19.1K | -$12.3K | -410 | -40% |
|
|
CPA
54
Clear Point Advisors
Melville,
New York
| $339 | – | – | – |
|
|
SAG
55
SageView Advisory Group
Newport Beach,
California
| – | -$874K | -29,844 | Closed |
|
|
56
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$624K | -21,315 | Closed |
|
|
OMC
57
Old Mission Capital
Chicago,
Illinois
| – | -$439K | -14,990 | Closed |
|
|
PWA
58
Pillar Wealth Advisors
West Chester,
Pennsylvania
| – | -$334K | -11,407 | Closed |
|
|
DBRC
59
D.B. Root & Company
Pittsburgh,
Pennsylvania
| – | -$301K | -10,280 | Closed |
|
|
ACM
60
Arlington Capital Management
Arlington Heights,
Illinois
| – | -$218K | -7,432 | Closed |
|
61
Morgan Stanley
New York
| – | -$7.67K | -262 | Closed |
|
62
UBS Group
Zurich,
Switzerland
| – | -$6.09K | -208 | Closed |
|
IOCT Hedge Fund Activity: Q3 2024 in Review
54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF October (IOCT) for Q3 2024, worth a combined $67.6M — down 8.6% from $73.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IOCT and 6 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 15 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.47M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $9.92M.
- 54 institutional investors held Innovator International Developed Power Buffer ETF October (IOCT) as of Q3 2024, down from 56 in Q2 2024.
- Funds reported $67.6M of Innovator International Developed Power Buffer ETF October stock for Q3 2024, down 8.6% quarter-over-quarter.
- 6 funds opened new Innovator International Developed Power Buffer ETF October positions in Q3 2024 and 8 closed out, a net change of -2 holders.
- The largest Innovator International Developed Power Buffer ETF October buyer in Q3 2024 was JP Morgan Chase, an estimated $1.47M added.
- The largest Innovator International Developed Power Buffer ETF October seller in Q3 2024 was Global Strategic Investment Solutions, an estimated $9.92M sold.
Based on aggregated 13F filings for Q3 2024.