We are live on ! Find out more
IOCT icon

Innovator International Developed Power Buffer ETF October
IOCT

39 hedge funds and large institutions have $77.9M invested in Innovator International Developed Power Buffer ETF October in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

201% more capital invested

Capital invested by funds: $25.9M → $77.9M (+$52M)

95% more funds holding

Funds holding: 20 → 39 (+19)

115.49% less ownership

Funds ownership: 185.27% → 69.78% (-115%)

Holders
39
Holders Change
+19
Holders Change %
+95%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
14
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IFP Advisors
Florida
+$12.2M
2
HighTower Advisors
HighTower Advisors
Illinois
+$6.81M
3
GSIS
Global Strategic Investment Solutions
Arizona
+$3.3M
4
CA
Corrado Advisors
New Jersey
+$1.77M
5
LF
Lantz Financial
Illinois
+$1.05M

Top Sellers

1
WIM
WealthPlan Investment Management
Nebraska
-$133K
2
SS
Sunbelt Securities
Texas
-$14.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IFP Advisors
Florida
$13.5M +$12.2M +532,161 New
GSIS
2
Global Strategic Investment Solutions
Arizona
$9.44M +$3.3M +143,792 +57%
WP
3
WealthPLAN Partners
Nebraska
$8.74M +$8.02M +349,100 New
WIM
4
WealthPlan Investment Management
Nebraska
$8.7M -$133K -5,768 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.02M +$6.81M +296,526 New
W
6
WPWealth
Texas
$5.28M +$5.11M +222,156 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.24M +$103K +4,469 +3%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$3.2M +$8.46K +368 +0.3%
CA
9
Corrado Advisors
New Jersey
$2.39M +$1.77M +76,889 +325%
TFS
10
TrustCore Financial Services
Tennessee
$1.7M +$191K +8,314 +13%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.56M +$919K +39,999 +157%
LF
12
Lantz Financial
Illinois
$1.43M +$1.05M +45,573 +315%
FCFC
13
First Commonwealth Financial Corp
Pennsylvania
$1,000K +$967K +42,060 New
AAS
14
Avantax Advisory Services
Texas
$962K +$520K +22,613 +127%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$924K +$893K +38,873 New
SAG
16
SageView Advisory Group
California
$917K +$887K +38,579 New
ICG
17
InterOcean Capital Group
Tennessee
$894K +$865K +37,620 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$731K +$707K +30,754 New
PWA
19
Pillar Wealth Advisors
Pennsylvania
$529K +$70K +3,044 +16%
USCWA
20
U.S. Capital Wealth Advisors
Texas
$509K +$493K +21,430 New
LNC
21
Lincoln National Corp
Pennsylvania
$504K +$254K +11,040 +109%
BWM
22
BCS Wealth Management
Tennessee
$503K +$487K +21,179 New
CAN
23
Cetera Advisor Networks
California
$439K +$16.6K +724 +4%
SWA
24
Stratos Wealth Advisors
Ohio
$417K +$160K +6,945 +65%
BCM
25
Brookstone Capital Management
Illinois
$409K +$8.55K +372 +2%
1
2

IOCT Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF October (IOCT) for Q4 2022, worth a combined $77.9M — up 201% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IOCT positions and 0 closed out — a net gain of 19 holders — while 14 added to existing stakes and 2 trimmed.

The largest buyer was IFP Advisors, opening a new position worth an estimated $12.2M. The largest seller was WealthPlan Investment Management, cutting an estimated $133K.

  • 39 institutional investors held Innovator International Developed Power Buffer ETF October (IOCT) as of Q4 2022, up from 20 in Q3 2022.
  • Funds reported $77.9M of Innovator International Developed Power Buffer ETF October stock for Q4 2022, up 201% quarter-over-quarter.
  • 19 funds opened new Innovator International Developed Power Buffer ETF October positions in Q4 2022 and 0 closed out, a net change of +19 holders.
  • The largest Innovator International Developed Power Buffer ETF October buyer in Q4 2022 was IFP Advisors, an estimated $12.2M added.
  • The largest Innovator International Developed Power Buffer ETF October seller in Q4 2022 was WealthPlan Investment Management, an estimated $133K sold.

Based on aggregated 13F filings for Q4 2022.