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Innovator US Small Cap Power Buffer ETF October
KOCT

Overview Fund Activity

78 hedge funds and large institutions have $56.8M invested in Innovator US Small Cap Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+25
Holders Change %
+47.17%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
31
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSIS
Global Strategic Investment Solutions
Arizona
+$6.92M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.15M
3
Truist Financial
Truist Financial
North Carolina
+$1.82M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.71M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.39M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$1.37M
2
WIA
World Investment Advisors
California
-$903K
3
OMC
Old Mission Capital
Illinois
-$809K
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$331K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$29.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$647K +$647K +23,527 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$642K +$190K +6,895 +42%
LNC
28
Lincoln National Corp
Pennsylvania
$639K +$151K +5,485 +31%
CAG
29
Compass Advisory Group
New York
$623K +$29.7K +1,078 +5%
ETIA
30
Epic Trust Investment Advisors
Washington
$620K +$34.8K +1,263 +6%
LIWM
31
Long Island Wealth Management
New York
$533K +$533K +19,360 New
SAG
32
SageView Advisory Group
California
$531K +$531K +19,328 New
FFA
33
Fragasso Financial Advisors
Pennsylvania
$510K – – –
Citadel Advisors
34
Citadel Advisors
Florida
$485K -$21.4K -779 -4%
KAS
35
Kestra Advisory Services
Texas
$471K +$190K +6,915 +68%
BWM
36
BCS Wealth Management
Tennessee
$414K +$144K +5,235 +53%
ASN
37
Advisory Services Network
Georgia
$412K +$412K +14,954 New
PCS
38
Personal CFO Solutions
New Jersey
$404K +$404K +14,684 New
DI
39
Diligent Investors
California
$388K +$388K +14,083 New
WA
40
Wealth Alliance
New York
$375K +$27.1K +986 +8%
MWM
41
Maltin Wealth Management
New Jersey
$366K +$366K +13,299 New
CA
42
Cetera Advisors
Colorado
$347K – – –
WP
43
WealthSource Partners
California
$338K +$13.1K +475 +4%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$337K +$337K +12,242 New
BFG
45
Berger Financial Group
Minnesota
$285K +$285K +10,348 New
CFS
46
CRA Financial Services
New Jersey
$283K +$33.6K +1,220 +13%
FCFC
47
First Commonwealth Financial Corp
Pennsylvania
$275K – – –
AWS
48
Atria Wealth Solutions
New York
$271K +$271K +9,850 New
Jane Street
49
Jane Street
New York
$270K +$270K +9,799 New
OWA
50
Outlook Wealth Advisors
Texas
$269K +$269K +9,785 New
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