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Innovator US Small Cap Power Buffer ETF October
KOCT

74 hedge funds and large institutions have $56.3M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2.54% less ownership

Funds ownership: 69.01% → 66.47% (-2.5%)

4% less funds holding

Funds holding: 77 → 74 (-3)

10% less capital invested

Capital invested by funds: $62.8M → $56.3M (-$6.42M)

37% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 27

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.37M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$469K
3
MFG
MTM Financial Group
Pennsylvania
+$465K
4
OIA
OneDigital Investment Advisors
Kansas
+$461K
5
Osaic Holdings
Osaic Holdings
Arizona
+$390K

Top Sellers

Rank Fund Capital Flow
1
BIM
Bullseye Investment Management
Ohio
-$2.3M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$1.68M
3
LNC
Lincoln National Corp
Pennsylvania
-$597K
4
OMC
Old Mission Capital
Illinois
-$347K
5
AWS
Atria Wealth Solutions
New York
-$303K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
26
Independent Financial Group
California
$672K – – –
ETIA
27
Epic Trust Investment Advisors
Washington
$644K – – –
CAG
28
Compass Advisory Group
New York
$638K -$7.65K -271 -1%
NFG
29
Nations Financial Group
Iowa
$619K -$8.19K -290 -1%
LIWM
30
Long Island Wealth Management
New York
$553K – – –
HighTower Advisors
31
HighTower Advisors
Illinois
$552K – – –
BCM
32
Brookstone Capital Management
Illinois
$542K -$30.7K -1,086 -6%
FFA
33
Fragasso Financial Advisors
Pennsylvania
$530K – – –
SAG
34
SageView Advisory Group
California
$526K +$146K +5,157 +39%
Citadel Advisors
35
Citadel Advisors
Florida
$504K +$56 +2 +0%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$475K +$469K +16,617 New
OWA
37
Outlook Wealth Advisors
Texas
$467K -$27.3K -968 -10%
OIA
38
OneDigital Investment Advisors
Kansas
$466K +$461K +16,315 New
ASN
39
Advisory Services Network
Georgia
$427K – – –
NA
40
NewEdge Advisors
Louisiana
$417K +$14.1K +500 +4%
DI
41
Diligent Investors
California
$397K – – –
WA
42
Wealth Alliance
New York
$389K – – –
BWM
43
BCS Wealth Management
Tennessee
$378K -$51K -1,805 -12%
AL
44
ACAS LLC
California
$332K -$1.41K -50 -0.4%
DAS
45
Diversify Advisory Services
Utah
$322K +$319K +11,295 New
CFS
46
CRA Financial Services
New Jersey
$304K – – –
FCFC
47
First Commonwealth Financial Corp
Pennsylvania
$276K -$9.26K -328 -3%
CWS
48
Cypress Wealth Services
California
$271K – – –
RJA
49
Raymond James & Associates
Florida
$269K +$28.2K +1,000 +12%
BFG
50
Berger Financial Group
Minnesota
$268K – – –
1
2
3 4

KOCT Hedge Fund Activity: Q2 2024 in Review

74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q2 2024, worth a combined $56.3M — down 10% from $62.8M a quarter earlier.

Fund positioning in KOCT was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 27 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $1.37M. The largest seller was Bullseye Investment Management, cutting an estimated $2.3M.

  • 74 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q2 2024, down from 77 in Q1 2024.
  • Funds reported $56.3M of Innovator US Small Cap Power Buffer ETF October stock for Q2 2024, down 10% quarter-over-quarter.
  • 5 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest Innovator US Small Cap Power Buffer ETF October buyer in Q2 2024 was Focus Partners Wealth, an estimated $1.37M added.
  • The largest Innovator US Small Cap Power Buffer ETF October seller in Q2 2024 was Bullseye Investment Management, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2024.