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Innovator International Developed Power Buffer ETF October

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.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 5654 (-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

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
1
Global Strategic Investment Solutions
Arizona
$14.4M -$9.92M -331,116 -41%
IA
2
IFP Advisors
Florida
$11.8M -$31.8K -1,063 -0.3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.97M -$240K -8,028 -5%
NA
4
NewEdge Advisors
Louisiana
$4.91M -$658K -21,972 -12%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.72M -$90.5K -3,021 -2%
W
6
WPWealth
Texas
$3.59M +$196K +6,555 +6%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$2.22M
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$1.94M -$281K -9,372 -13%
LF
9
Lantz Financial
Illinois
$1.88M -$24.8K -828 -1%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.67M +$1.47M +48,940 +913%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$1.33M +$110K +3,684 +9%
LPL Financial
12
LPL Financial
California
$894K +$441K +14,722 +103%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$861K +$12.7K +424 +2%
BFG
14
Berger Financial Group
Minnesota
$813K -$79.5K -2,655 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$786K +$27.3K +910 +4%
HighTower Advisors
16
HighTower Advisors
Illinois
$704K
AAS
17
Avantax Advisory Services
Texas
$651K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$588K +$16.6K +554 +3%
FCFC
19
First Commonwealth Financial Corp
Pennsylvania
$559K
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$557K -$235K -7,840 -30%
JCM
21
Jacobi Capital Management
Pennsylvania
$535K +$196K +6,553 +60%
S
22
SignatureFD
Georgia
$495K +$482K +16,079 New
TWM
23
Tradition Wealth Management
Minnesota
$474K +$270 +9 +0.1%
CA
24
Corrado Advisors
New Jersey
$472K -$599 -20 -0.1%
LIWM
25
Long Island Wealth Management
New York
$443K +$431K +14,400 New

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.