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Innovator International Developed Power Buffer ETF October

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: 4251 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
1
Global Strategic Investment Solutions
Arizona
$27.2M +$16.3M +613,217 +171%
IA
2
IFP Advisors
Florida
$11.6M -$1.38M -51,672 -11%
NA
3
NewEdge Advisors
Louisiana
$6.66M +$6.4M +240,330 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.58M -$262K -9,822 -6%
W
5
WPWealth
Texas
$4.36M -$401K -15,037 -9%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.95M +$1.36M +51,062 +94%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$2.91M -$413K -15,506 -13%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$2.03M +$45.9K +1,723 +2%
LF
9
Lantz Financial
Illinois
$1.75M +$87.3K +3,275 +6%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$1.01M +$172K +6,456 +22%
BFG
11
Berger Financial Group
Minnesota
$838K +$799K +29,998 New
SAG
12
SageView Advisory Group
California
$835K +$536K +20,118 +207%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$779K -$830K -31,137 -53%
HighTower Advisors
14
HighTower Advisors
Illinois
$735K +$298K +11,194 +74%
ICG
15
InterOcean Capital Group
Tennessee
$724K
Citadel Advisors
16
Citadel Advisors
Florida
$661K -$23.2K -871 -4%
PWA
17
Pillar Wealth Advisors
Pennsylvania
$622K
Goldman Sachs
18
Goldman Sachs
New York
$595K +$567K +21,293 New
AAS
19
Avantax Advisory Services
Texas
$595K -$762K -28,581 -57%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$585K +$558K +20,923 New
CAN
21
Cetera Advisor Networks
California
$576K +$262K +9,819 +91%
FCFC
22
First Commonwealth Financial Corp
Pennsylvania
$525K
LNC
23
Lincoln National Corp
Pennsylvania
$504K
CA
24
Corrado Advisors
New Jersey
$478K +$456K +17,105 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$474K +$182K +6,823 +67%

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.