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Innovator US Small Cap Power Buffer ETF October
KOCT

77 hedge funds and large institutions have $62.8M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $57.4M → $62.8M (+$5.33M)

4.79% more ownership

Funds ownership: 64.21% → 69.01% (+4.8%)

3% less funds holding

Funds holding: 79 → 77 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIM
Bullseye Investment Management
Ohio
+$3.04M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.55M
3
TWM
Tradition Wealth Management
Minnesota
+$944K
4
MFG
MTM Financial Group
Pennsylvania
+$719K
5
OMC
Old Mission Capital
Illinois
+$551K

Top Sellers

Rank Fund Capital Flow
1
GSIS
Global Strategic Investment Solutions
Arizona
-$1.48M
2
BFA
Beacon Financial Advisory
Ohio
-$1.25M
3
BCM
Brookstone Capital Management
Illinois
-$1.07M
4
RJA
Raymond James & Associates
Florida
-$417K
5
PCS
Personal CFO Solutions
New Jersey
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Maltin Wealth Management
New Jersey
$689K +$301K +10,910 +82%
IFG
27
Independent Financial Group
California
$669K +$57.4K +2,079 +10%
CAG
28
Compass Advisory Group
New York
$643K -$1.27K -46 -0.2%
ETIA
29
Epic Trust Investment Advisors
Washington
$641K – – –
NFG
30
Nations Financial Group
Iowa
$624K -$61.8K -2,238 -9%
LNC
31
Lincoln National Corp
Pennsylvania
$597K -$61.7K -2,235 -10%
OMC
32
Old Mission Capital
Illinois
$568K +$551K +19,939 New
BCM
33
Brookstone Capital Management
Illinois
$552K -$1.07M -38,606 -67%
LIWM
34
Long Island Wealth Management
New York
$551K – – –
HighTower Advisors
35
HighTower Advisors
Illinois
$550K -$132K -4,780 -20%
FFA
36
Fragasso Financial Advisors
Pennsylvania
$528K – – –
Citadel Advisors
37
Citadel Advisors
Florida
$501K – – –
CA
38
Cetera Advisors
Colorado
$498K +$136K +4,910 +39%
SAG
39
SageView Advisory Group
California
$468K -$168K -6,093 -32%
BWM
40
BCS Wealth Management
Tennessee
$428K – – –
ASN
41
Advisory Services Network
Georgia
$426K – – –
NA
42
NewEdge Advisors
Louisiana
$401K +$160K +5,794 +70%
DI
43
Diligent Investors
California
$395K -$5.52K -200 -1%
WA
44
Wealth Alliance
New York
$387K – – –
FHC
45
First Heartland Consultants
Missouri
$363K +$352K +12,763 New
AL
46
ACAS LLC
California
$320K +$52.9K +1,917 +21%
AWS
47
Atria Wealth Solutions
New York
$303K +$22.1K +800 +8%
CFS
48
CRA Financial Services
New Jersey
$302K +$8.97K +325 +3%
FCFC
49
First Commonwealth Financial Corp
Pennsylvania
$284K – – –
OWA
50
Outlook Wealth Advisors
Texas
$279K – – –
1
2
3 4

KOCT Hedge Fund Activity: Q1 2024 in Review

77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q1 2024, worth a combined $62.8M — up 9.3% from $57.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KOCT and 7 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 16 added.

The largest buyer was Bullseye Investment Management, adding an estimated $3.04M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $1.48M.

  • 77 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q1 2024, down from 79 in Q4 2023.
  • Funds reported $62.8M of Innovator US Small Cap Power Buffer ETF October stock for Q1 2024, up 9.3% quarter-over-quarter.
  • 7 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q1 2024 and 8 closed out, a net change of -1 holder.
  • The largest Innovator US Small Cap Power Buffer ETF October buyer in Q1 2024 was Bullseye Investment Management, an estimated $3.04M added.
  • The largest Innovator US Small Cap Power Buffer ETF October seller in Q1 2024 was Global Strategic Investment Solutions, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2024.