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Innovator US Small Cap Power Buffer ETF October
KOCT

Overview Fund Activity

50 hedge funds and large institutions have $47.1M invested in Innovator US Small Cap Power Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wolverine Trading
Wolverine Trading
Illinois
+$478K
2
Citadel Advisors
Citadel Advisors
Florida
+$477K
3
HighTower Advisors
HighTower Advisors
Illinois
+$348K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$335K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249K

Top Sellers

1
GI
Gradient Investments
Minnesota
-$13.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$631K
3
ACM
Arlington Capital Management
Illinois
-$306K
4
SS
Sunbelt Securities
Texas
-$234K
5
SAF
Smith Anglin Financial
Texas
-$202K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$477K +$477K +18,392 New
LNC
27
Lincoln National Corp
Pennsylvania
$470K +$33.7K +1,300 +8%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$429K +$59.4K +2,290 +16%
BWM
29
BCS Wealth Management
Tennessee
$346K – – –
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$335K +$335K +12,923 New
CA
31
Cetera Advisors
Colorado
$327K – – –
AL
32
ACAS LLC
California
$309K -$2.59K -100 -0.8%
WP
33
WealthSource Partners
California
$307K – – –
WA
34
Wealth Alliance
New York
$292K – – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$249K +$249K +9,583 New
CWS
36
Cypress Wealth Services
California
$246K – – –
T
37
TRUADVICE
Florida
$244K – – –
AWS
38
Atria Wealth Solutions
New York
$243K – – –
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$241K +$241K +9,300 New
CAL
40
Capital Analysts LLC
Pennsylvania
$236K – – –
CFS
41
CRA Financial Services
New Jersey
$235K – – –
PWA
42
Pillar Wealth Advisors
Pennsylvania
$218K – – –
GTAM
43
Global Trust Asset Management
Florida
$64.9K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$44.1K – – –
IA
45
IFP Advisors
Florida
$38.7K -$141K -5,813 -78%
GI
46
Gradient Investments
Minnesota
$38.7K -$13.1M -503,683 -100%
HI
47
Harbour Investments
Wisconsin
$15K – – –
UBS Group
48
UBS Group
Switzerland
$10.1K +$10.1K +388 New
CIAS
49
Capital Investment Advisory Services
North Carolina
$1.61K +$1.61K +62 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.35K -$39 -1,500 -3%
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2
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