Innovator US Small Cap Power Buffer ETF October
KOCT
31 hedge funds and large institutions have $29.5M invested in Innovator US Small Cap Power Buffer ETF October in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
72% more funds holding
Funds holding: 18 → 31 (+13)
59% more capital invested
Capital invested by funds: $18.6M → $29.5M (+$10.9M)
17.81% more ownership
Funds ownership: 36.75% → 54.56% (+18%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$1.62M |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$681K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$576K |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$518K |
| 5 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
+$471K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$757K |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$742K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$684K |
| 4 |
IFS
Ifrah Financial Services
Little Rock,
Arkansas
|
-$220K |
| 5 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$183K |
KOCT Hedge Fund Activity: Q4 2020 in Review
31 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q4 2020, worth a combined $29.5M — up 59% from $18.6M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new KOCT positions and 4 closed out — a net gain of 13 holders — while 3 added to existing stakes and 8 trimmed.
The largest buyer was Berkshire Money Management, adding an estimated $1.62M. The largest seller was Capital Investment Advisory Services, cutting an estimated $757K.
- 31 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q4 2020, up from 18 in Q3 2020.
- Funds reported $29.5M of Innovator US Small Cap Power Buffer ETF October stock for Q4 2020, up 59% quarter-over-quarter.
- 17 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q4 2020 and 4 closed out, a net change of +13 holders.
- The largest Innovator US Small Cap Power Buffer ETF October buyer in Q4 2020 was Berkshire Money Management, an estimated $1.62M added.
- The largest Innovator US Small Cap Power Buffer ETF October seller in Q4 2020 was Capital Investment Advisory Services, an estimated $757K sold.
Based on aggregated 13F filings for Q4 2020.