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Innovator US Small Cap Power Buffer ETF October
KOCT

Overview Fund Activity

87 hedge funds and large institutions have $81.1M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
35
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.67M
2
KWM
Kingsview Wealth Management
Oregon
+$1.1M
3
KAS
Kestra Advisory Services
Texas
+$943K
4
SAG
SageView Advisory Group
California
+$859K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$750K

Top Sellers

1
BIM
Bullseye Investment Management
Ohio
-$2.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$813K
3
OIA
OneDigital Investment Advisors
Kansas
-$495K
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$408K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$408K
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
26
U.S. Capital Wealth Advisors
Texas
$791K +$39.7K +1,300 +5%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$770K -$408K -13,353 -35%
MOS
28
MGO One Seven
Ohio
$762K -$4.89K -160 -0.6%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$750K +$750K +24,540 New
CA
30
Corrado Advisors
New Jersey
$713K +$713K +23,312 New
SS
31
Sunbelt Securities
Texas
$708K +$8.06K +264 +1%
CAG
32
Compass Advisory Group
New York
$658K -$764 -25 -0.1%
CIA
33
Cape Investment Advisory
Georgia
$604K +$68.8K +2,250 +13%
NFG
34
Nations Financial Group
Iowa
$598K +$2.9K +95 +0.5%
WA
35
Wealth Alliance
New York
$594K +$178K +5,810 +43%
WA
36
Whipplewood Advisors
Colorado
$586K +$586K +19,172 New
BCM
37
Brookstone Capital Management
Illinois
$532K -$24.1K -787 -4%
SPC
38
Sigma Planning Corp
Michigan
$524K +$524K +17,131 New
AL
39
ACAS LLC
California
$492K +$120K +3,845 +32%
BIM
40
Bullseye Investment Management
Ohio
$459K -$2.7M -88,353 -85%
ASN
41
Advisory Services Network
Georgia
$457K – – –
NA
42
NewEdge Advisors
Louisiana
$456K +$10.1K +330 +2%
BWM
43
BCS Wealth Management
Tennessee
$430K +$25.3K +827 +6%
SWM
44
Sugarloaf Wealth Management
Georgia
$420K +$253K +8,264 +151%
FHC
45
First Heartland Consultants
Missouri
$416K +$17.9K +584 +4%
DI
46
Diligent Investors
California
$407K -$17.6K -577 -4%
Wolverine Trading
47
Wolverine Trading
Illinois
$407K +$407K +13,314 New
WTFG
48
Wood Tarver Financial Group
Idaho
$390K +$390K +12,762 New
IA
49
IFP Advisors
Florida
$386K +$193K +6,318 +100%
WS
50
Wedbush Securities
California
$345K +$345K +11,300 New
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