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Innovator International Developed Power Buffer ETF October

40 hedge funds and large institutions have $72.7M invested in Innovator International Developed Power Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $66.9M → $72.7M (+$5.76M)

5.45% more ownership

Funds ownership: 66.94%72.38% (+5.4%)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

86% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 21

Holders
40
Holders Change
Holders Change %
0%
% 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
6
Increased
3
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
IFP Advisors
Florida
$13.6M -$206K -8,016 -2%
GSIS
2
Global Strategic Investment Solutions
Arizona
$9.66M -$582K -22,650 -6%
MSRI
3
Michael S. Ryan Inc
New York
$9.36M +$9.21M +358,561 New
HighTower Advisors
4
HighTower Advisors
Illinois
$5.12M -$2.59M -100,825 -34%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.6M -$58.8K -2,290 -1%
W
6
WPWealth
Texas
$3.88M -$89.1K -3,472 -2%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$3.36M -$66.5K -2,590 -2%
WIM
8
WealthPlan Investment Management
Nebraska
$3.25M -$1.22M -47,506 -28%
WP
9
WealthPLAN Partners
Nebraska
$3.1M -$1.54M -60,026 -34%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$1.85M -$2.52K -98 -0.1%
LF
11
Lantz Financial
Illinois
$1.55M -$1.49K -58 -0.1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.46M +$181K +7,061 +14%
AAS
13
Avantax Advisory Services
Texas
$1.27M +$94.9K +3,697 +8%
ACG
14
Allen Capital Group
Nebraska
$1.24M
Osaic Holdings
15
Osaic Holdings
Arizona
$1.07M -$605K -23,566 -37%
ICG
16
InterOcean Capital Group
Tennessee
$958K -$22.6K -880 -2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$635K +$115K +4,496 +23%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$627K -$41.6K -1,619 -6%
LNC
19
Lincoln National Corp
Pennsylvania
$585K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$580K +$571K +22,249 New
PWA
21
Pillar Wealth Advisors
Pennsylvania
$580K
SAG
22
SageView Advisory Group
California
$533K -$457K -17,797 -47%
FCFC
23
First Commonwealth Financial Corp
Pennsylvania
$495K -$585K -22,770 -55%
CAN
24
Cetera Advisor Networks
California
$452K -$29K -1,129 -6%
TWM
25
Tradition Wealth Management
Minnesota
$409K -$3.23K -126 -0.8%

IOCT Hedge Fund Activity: Q2 2023 in Review

40 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF October (IOCT) for Q2 2023, worth a combined $72.7M — up 8.6% from $66.9M a quarter earlier.

Fund positioning in IOCT was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 3 added to existing stakes and 21 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $571K. The largest seller was HighTower Advisors, cutting an estimated $2.59M.

  • 40 institutional investors held Innovator International Developed Power Buffer ETF October (IOCT) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $72.7M of Innovator International Developed Power Buffer ETF October stock for Q2 2023, up 8.6% quarter-over-quarter.
  • 6 funds opened new Innovator International Developed Power Buffer ETF October positions in Q2 2023 and 6 closed out, a net change of 0 holders.
  • The largest Innovator International Developed Power Buffer ETF October buyer in Q2 2023 was Susquehanna International Group, an estimated $571K added.
  • The largest Innovator International Developed Power Buffer ETF October seller in Q2 2023 was HighTower Advisors, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2023.