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Innovator US Small Cap Power Buffer ETF October
KOCT

Overview Fund Activity

69 hedge funds and large institutions have $62.2M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
19
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFGF
Compass Financial Group (Florida)
Florida
+$7.89M
2
BIM
Bullseye Investment Management
Ohio
+$1.02M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$606K
4
LIWM
Long Island Wealth Management
New York
+$504K
5
CIA
Cape Investment Advisory
Georgia
+$312K

Top Sellers

1
GSIS
Global Strategic Investment Solutions
Arizona
-$1.67M
2
CA
Corrado Advisors
New Jersey
-$1.01M
3
MWM
Maltin Wealth Management
New Jersey
-$719K
4
SAG
SageView Advisory Group
California
-$526K
5
KAS
Kestra Advisory Services
Texas
-$464K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
26
Compass Advisory Group
New York
$655K -$23.3K -768 -3%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$606K +$606K +19,961 New
NFG
28
Nations Financial Group
Iowa
$591K -$66.2K -2,179 -10%
HighTower Advisors
29
HighTower Advisors
Illinois
$586K – – –
BCM
30
Brookstone Capital Management
Illinois
$552K -$3.55K -117 -0.6%
Citadel Advisors
31
Citadel Advisors
Florida
$535K +$61 +2 +0%
CIA
32
Cape Investment Advisory
Georgia
$531K +$312K +10,275 +142%
OIA
33
OneDigital Investment Advisors
Kansas
$495K – – –
KAS
34
Kestra Advisory Services
Texas
$448K -$464K -15,291 -51%
NA
35
NewEdge Advisors
Louisiana
$443K -$30 -1 -0%
ASN
36
Advisory Services Network
Georgia
$427K – – –
DI
37
Diligent Investors
California
$421K – – –
WA
38
Wealth Alliance
New York
$413K – – –
BWM
39
BCS Wealth Management
Tennessee
$402K – – –
FHC
40
First Heartland Consultants
Missouri
$396K +$13.8K +455 +4%
AL
41
ACAS LLC
California
$361K +$21.3K +700 +6%
DAS
42
Diversify Advisory Services
Utah
$344K – – –
CFS
43
CRA Financial Services
New Jersey
$322K – – –
FCFC
44
First Commonwealth Financial Corp
Pennsylvania
$293K – – –
CWS
45
Cypress Wealth Services
California
$288K – – –
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$282K – – –
FA
47
FSA Advisors
Michigan
$277K -$5.01K -165 -2%
OWA
48
Outlook Wealth Advisors
Texas
$268K – – –
TC
49
TownSquare Capital
Utah
$253K -$10.4K -343 -4%
BWM
50
Brown Wealth Management
Illinois
$247K -$16.4K -541 -6%
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