We are live on ! Find out more
KOCT icon

Innovator US Small Cap Power Buffer ETF October
KOCT

86 hedge funds and large institutions have $72M invested in Innovator US Small Cap Power Buffer ETF October in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $67.8M → $72M (+$4.28M)

5% more funds holding

Funds holding: 82 → 86 (+4)

0.92% more ownership

Funds ownership: 65.76% → 66.68% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
15
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWG
Crown Wealth Group
North Carolina
+$1.3M
2
CIAS
Capital Investment Advisory Services
North Carolina
+$1.11M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.02M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$899K
5
CIA
Concurrent Investment Advisors
Florida
+$793K

Top Sellers

Rank Fund Capital Flow
1
MFG
MTM Financial Group
Pennsylvania
-$1.28M
2
KWM
Kingsview Wealth Management
Oregon
-$804K
3
OMC
Old Mission Capital
Illinois
-$783K
4
CIA
Cape Investment Advisory
Georgia
-$564K
5
UBS Group
UBS Group
Switzerland
-$535K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$721K -$397K -12,527 -36%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$705K -$70.5K -2,226 -9%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$705K +$676K +21,340 New
CAG
29
Compass Advisory Group
New York
$678K – – –
SS
30
Sunbelt Securities
Texas
$645K -$116K -3,665 -16%
WA
31
Wealth Alliance
New York
$641K – – –
AI
32
Accredited Investors
Minnesota
$637K +$611K +19,278 New
RGF
33
Retirement Guys Formula
Ohio
$618K – – –
NFG
34
Nations Financial Group
Iowa
$607K -$37.1K -1,171 -6%
FFA
35
Fragasso Financial Advisors
Pennsylvania
$604K -$23.3K -737 -4%
Raymond James Financial
36
Raymond James Financial
Florida
$601K -$525K -16,585 -48%
LIWM
37
Long Island Wealth Management
New York
$601K +$6.71K +212 +1%
BCM
38
Brookstone Capital Management
Illinois
$547K -$3.1K -98 -0.6%
WTFG
39
Wood Tarver Financial Group
Idaho
$529K +$72.1K +2,276 +17%
ASN
40
Advisory Services Network
Georgia
$494K -$23.1K -728 -5%
DI
41
Diligent Investors
California
$472K +$31.7K +1,000 +8%
GAG
42
GM Advisory Group
New York
$418K +$401K +12,668 New
AWM
43
Axxcess Wealth Management
California
$404K +$387K +12,228 New
FA
44
FSA Advisors
Michigan
$403K +$50.9K +1,608 +15%
BIM
45
Bullseye Investment Management
Ohio
$383K – – –
QCM
46
Quantinno Capital Management
New York
$378K +$362K +11,438 New
IA
47
IFP Advisors
Florida
$375K +$34.3K +1,084 +11%
WS
48
Wedbush Securities
California
$373K – – –
OIA
49
OneDigital Investment Advisors
Kansas
$364K +$350K +11,037 New
CFS
50
CRA Financial Services
New Jersey
$351K – – –
1
2
3 4

KOCT Hedge Fund Activity: Q3 2025 in Review

86 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q3 2025, worth a combined $72M — up 6.3% from $67.8M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KOCT positions and 10 closed out — a net gain of 6 holders — while 15 added to existing stakes and 30 trimmed.

The largest buyer was Crown Wealth Group, opening a new position worth an estimated $1.3M. The largest seller was MTM Financial Group, exiting entirely with an estimated $1.28M sold.

  • 86 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q3 2025, up from 82 in Q2 2025.
  • Funds reported $72M of Innovator US Small Cap Power Buffer ETF October stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 16 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q3 2025 and 10 closed out, a net change of +6 holders.
  • The largest Innovator US Small Cap Power Buffer ETF October buyer in Q3 2025 was Crown Wealth Group, an estimated $1.3M added.
  • The largest Innovator US Small Cap Power Buffer ETF October seller in Q3 2025 was MTM Financial Group, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2025.