Innovator International Developed Power Buffer ETF October
IOCT
52 hedge funds and large institutions have $80.4M invested in Innovator International Developed Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
113% more capital inflows, than outflows
Capital inflows: $30.5M | Capital outflows: $14.3M
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
24% more funds holding
Funds holding: 42 → 52 (+10)
1.32% more ownership
Funds ownership: 66.41% → 67.73% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$16.3M |
| 2 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$6.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.36M |
| 4 |
Berger Financial Group
Plymouth,
Minnesota
|
+$799K |
| 5 |
Goldman Sachs
New York
|
+$567K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$4.42M |
| 2 |
WealthPlan Investment Management
Omaha,
Nebraska
|
-$4.34M |
| 3 |
IFP Advisors
Tampa,
Florida
|
-$1.38M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$830K |
| 5 |
Avantax Advisory Services
Dallas,
Texas
|
-$762K |
IOCT Hedge Fund Activity: Q4 2023 in Review
52 of the 6,875 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 $80.4M — up 34% from $59.8M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IOCT positions and 7 closed out — a net gain of 10 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.
- 52 institutional investors held Innovator International Developed Power Buffer ETF October (IOCT) as of Q4 2023, up from 42 in Q3 2023.
- Funds reported $80.4M of Innovator International Developed Power Buffer ETF October stock for Q4 2023, up 34% quarter-over-quarter.
- 17 funds opened new Innovator International Developed Power Buffer ETF October positions in Q4 2023 and 7 closed out, a net change of +10 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.