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Innovator US Small Cap Power Buffer ETF October
KOCT

77 hedge funds and large institutions have $62.8M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $57.4M → $62.8M (+$5.33M)

4.79% more ownership

Funds ownership: 64.21% → 69.01% (+4.8%)

3% less funds holding

Funds holding: 79 → 77 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIM
Bullseye Investment Management
Ohio
+$3.04M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.55M
3
TWM
Tradition Wealth Management
Minnesota
+$944K
4
MFG
MTM Financial Group
Pennsylvania
+$719K
5
OMC
Old Mission Capital
Illinois
+$551K

Top Sellers

Rank Fund Capital Flow
1
GSIS
Global Strategic Investment Solutions
Arizona
-$1.48M
2
BFA
Beacon Financial Advisory
Ohio
-$1.25M
3
BCM
Brookstone Capital Management
Illinois
-$1.07M
4
RJA
Raymond James & Associates
Florida
-$417K
5
PCS
Personal CFO Solutions
New Jersey
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
51
Cypress Wealth Services
California
$270K – – –
CAL
52
Capital Analysts LLC
Pennsylvania
$269K – – –
BFG
53
Berger Financial Group
Minnesota
$267K -$27K -976 -9%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$265K – – –
FA
55
FSA Advisors
Michigan
$264K – – –
BWM
56
Brown Wealth Management
Illinois
$252K – – –
TC
57
TownSquare Capital
Utah
$252K – – –
TF
58
Trek Financial
Arizona
$248K – – –
RJA
59
Raymond James & Associates
Florida
$240K -$417K -15,111 -64%
PWA
60
Pillar Wealth Advisors
Pennsylvania
$228K – – –
Jane Street
61
Jane Street
New York
$225K -$52.2K -1,891 -19%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$215K +$209K +7,559 New
PS
63
Principal Securities
Iowa
$194K +$3.15K +114 +2%
CA
64
CoreCap Advisors
Michigan
$178K +$173K +6,269 New
IA
65
IFP Advisors
Florida
$165K – – –
SWM
66
Sugarloaf Wealth Management
Georgia
$156K – – –
NS
67
NBC Securities
Alabama
$119K – – –
AF
68
Allworth Financial
California
$116K +$112K +4,060 New
CIA
69
Cape Investment Advisory
Georgia
$115K -$19.3K -700 -15%
AF
70
Advisornet Financial
Minnesota
$94.1K – – –
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$76.9K -$11K -400 -13%
GTAM
72
Global Trust Asset Management
Florida
$71.2K – – –
SPIA
73
Steward Partners Investment Advisory
New York
$58K – – –
HI
74
Harbour Investments
Wisconsin
$33.5K – – –
UBS Group
75
UBS Group
Switzerland
$2.25K -$91.4K -3,310 -98%
1 2
3
4

KOCT Hedge Fund Activity: Q1 2024 in Review

77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q1 2024, worth a combined $62.8M — up 9.3% from $57.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KOCT and 7 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 16 added.

The largest buyer was Bullseye Investment Management, adding an estimated $3.04M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $1.48M.

  • 77 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q1 2024, down from 79 in Q4 2023.
  • Funds reported $62.8M of Innovator US Small Cap Power Buffer ETF October stock for Q1 2024, up 9.3% quarter-over-quarter.
  • 7 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q1 2024 and 8 closed out, a net change of -1 holder.
  • The largest Innovator US Small Cap Power Buffer ETF October buyer in Q1 2024 was Bullseye Investment Management, an estimated $3.04M added.
  • The largest Innovator US Small Cap Power Buffer ETF October seller in Q1 2024 was Global Strategic Investment Solutions, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2024.