Innovator US Small Cap Power Buffer ETF October
KOCT
51 hedge funds and large institutions have $47.6M invested in Innovator US Small Cap Power Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 7 closing their positions.
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less funds holding
Funds holding: 52 → 51 (-1)
4.41% less ownership
Funds ownership: 65.75% → 61.34% (-4.4%)
21% less capital invested
Capital invested by funds: $60.4M → $47.6M (-$12.8M)
47% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
+$488K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$482K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$352K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$339K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$13.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$631K |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$306K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
-$239K |
| 5 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$202K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.35K | -$39.3K | -1,500 | -3% |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$631K | -25,007 | Closed |
|
|
ACM
53
Arlington Capital Management
Arlington Heights,
Illinois
| – | -$306K | -12,127 | Closed |
|
|
SAF
54
Smith Anglin Financial
Dallas,
Texas
| – | -$202K | -7,995 | Closed |
|
55
Rockefeller Capital Management
New York
| – | -$50K | -2,000 | Closed |
|
56
JP Morgan Chase
New York
| – | -$32K | -1,274 | Closed |
|
|
FA
57
Fiduciary Alliance
Greenville,
South Carolina
| – | -$8.33K | -330 | Closed |
|
58
Wells Fargo
San Francisco,
California
| – | -$1.08K | -43 | Closed |
|
KOCT Hedge Fund Activity: Q1 2023 in Review
51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q1 2023, worth a combined $47.6M — down 21% from $60.4M a quarter earlier.
Fund positioning in KOCT was balanced in Q1 2023: 7 funds opened new positions, 7 closed out, 9 added to existing stakes and 17 trimmed.
The largest buyer was Wolverine Trading, opening a new position worth an estimated $488K. The largest seller was Gradient Investments, cutting an estimated $13.2M.
- 51 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q1 2023, down from 52 in Q4 2022.
- Funds reported $47.6M of Innovator US Small Cap Power Buffer ETF October stock for Q1 2023, down 21% quarter-over-quarter.
- 7 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q1 2023 and 7 closed out, a net change of 0 holders.
- The largest Innovator US Small Cap Power Buffer ETF October buyer in Q1 2023 was Wolverine Trading, an estimated $488K added.
- The largest Innovator US Small Cap Power Buffer ETF October seller in Q1 2023 was Gradient Investments, an estimated $13.2M sold.
Based on aggregated 13F filings for Q1 2023.