Innovator US Small Cap Power Buffer ETF October
KOCT
54 hedge funds and large institutions have $49.1M invested in Innovator US Small Cap Power Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
6% more funds holding
Funds holding: 51 → 54 (+3)
3.36% more ownership
Funds ownership: 61.34% → 64.7% (+3.4%)
3% more capital invested
Capital invested by funds: $47.6M → $49.1M (+$1.43M)
62% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
+$233K |
| 2 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$216K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$154K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$115K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$73.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.09M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$522K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$478K |
| 4 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
-$317K |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$315K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $15.7K | – | – | – |
|
|
FA
52
Fiduciary Alliance
Greenville,
South Carolina
| $8.94K | +$8.59K | +330 | New |
|
|
CIAS
53
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.63K | -$52 | -2 | -3% |
|
54
Fidelity Investments
Boston,
Massachusetts
| $27 | +$26 | +1 | New |
|
|
55
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$1.09M | -41,918 | Closed |
|
|
56
Wolverine Trading
Chicago,
Illinois
| – | -$478K | -18,623 | Closed |
|
|
GI
57
Gradient Investments
Arden Hills,
Minnesota
| – | -$38.7K | -1,491 | Closed |
|
KOCT Hedge Fund Activity: Q2 2023 in Review
54 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q2 2023, worth a combined $49.1M — up 3% from $47.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new KOCT positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 21 trimmed.
The largest buyer was TownSquare Capital, opening a new position worth an estimated $233K. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $1.09M sold.
- 54 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q2 2023, up from 51 in Q1 2023.
- Funds reported $49.1M of Innovator US Small Cap Power Buffer ETF October stock for Q2 2023, up 3% quarter-over-quarter.
- 6 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q2 2023 and 3 closed out, a net change of +3 holders.
- The largest Innovator US Small Cap Power Buffer ETF October buyer in Q2 2023 was TownSquare Capital, an estimated $233K added.
- The largest Innovator US Small Cap Power Buffer ETF October seller in Q2 2023 was Janney Montgomery Scott, an estimated $1.09M sold.
Based on aggregated 13F filings for Q2 2023.