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Innovator US Small Cap Power Buffer ETF October
KOCT

Overview Fund Activity

75 hedge funds and large institutions have $61.4M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIM
1
Bullseye Investment Management
Ohio
$5.3M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.26M
3
TWM
3
Tradition Wealth Management
Minnesota
$973K
4
OMC
4
Old Mission Capital
Illinois
$568K
5
SWA
5
Stratos Wealth Advisors
Ohio
$1.25M

Top Sellers

1
GSIS
1
Global Strategic Investment Solutions
Arizona
$6.64M
2
BFA
2
Beacon Financial Advisory
Ohio
$0
3
BCM
3
Brookstone Capital Management
Illinois
$552K
4
RJA
4
Raymond James & Associates
Florida
$240K
5
PCS
5
Personal CFO Solutions
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
51
Berger Financial Group
Minnesota
$267K -$27.8K -976 -9%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$265K – – –
FA
53
FSA Advisors
Michigan
$264K – – –
BWM
54
Brown Wealth Management
Illinois
$252K – – –
TC
55
TownSquare Capital
Utah
$252K – – –
TF
56
Trek Financial
Arizona
$248K – – –
RJA
57
Raymond James & Associates
Florida
$240K -$430K -15,111 -64%
PWA
58
Pillar Wealth Advisors
Pennsylvania
$228K – – –
Jane Street
59
Jane Street
New York
$225K -$53.8K -1,891 -19%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$215K +$215K +7,559 New
PS
61
Principal Securities
Iowa
$194K +$3.25K +114 +2%
CA
62
CoreCap Advisors
Michigan
$178K +$178K +6,269 New
IA
63
IFP Advisors
Florida
$165K – – –
SWM
64
Sugarloaf Wealth Management
Georgia
$156K – – –
NS
65
NBC Securities
Alabama
$119K – – –
AF
66
Allworth Financial
California
$116K +$116K +4,060 New
CIA
67
Cape Investment Advisory
Georgia
$115K -$19.9K -700 -15%
AF
68
Advisornet Financial
Minnesota
$94.1K – – –
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$76.9K -$11.4K -400 -13%
GTAM
70
Global Trust Asset Management
Florida
$71.2K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$58K – – –
HI
72
Harbour Investments
Wisconsin
$33.5K – – –
UBS Group
73
UBS Group
Switzerland
$2.25K -$94.2K -3,310 -98%
CIAS
74
Capital Investment Advisory Services
North Carolina
$1.71K – – –
Morgan Stanley
75
Morgan Stanley
New York
$28 -$28 -1 -50%
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3
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