We are live on ! Find out more
KOCT icon

Innovator US Small Cap Power Buffer ETF October

74 hedge funds and large institutions have $56.3M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2.54% less ownership

Funds ownership: 69.01%66.47% (-2.5%)

4% less funds holding

Funds holding: 7774 (-3)

10% less capital invested

Capital invested by funds: $62.8M → $56.3M (-$6.42M)

37% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 27

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$266K
FA
52
FSA Advisors
Michigan
$266K
TF
53
Trek Financial
Arizona
$249K
BWM
54
Brown Wealth Management
Illinois
$248K -$4.43K -157 -2%
TC
55
TownSquare Capital
Utah
$248K -$4.43K -157 -2%
OMC
56
Old Mission Capital
Illinois
$219K -$347K -12,286 -62%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$207K -$9.03K -320 -4%
CIA
58
Cape Investment Advisory
Georgia
$207K +$90.3K +3,200 +80%
PS
59
Principal Securities
Iowa
$195K
CA
60
CoreCap Advisors
Michigan
$185K +$5.87K +208 +3%
CAL
61
Capital Analysts LLC
Pennsylvania
$182K -$87.1K -3,085 -33%
IA
62
IFP Advisors
Florida
$166K
SWM
63
Sugarloaf Wealth Management
Georgia
$157K
NS
64
NBC Securities
Alabama
$109K
AF
65
Advisornet Financial
Minnesota
$94.5K
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$77.2K
GTAM
67
Global Trust Asset Management
Florida
$71.5K
SPIA
68
Steward Partners Investment Advisory
New York
$58.3K
UBS Group
69
UBS Group
Switzerland
$45K +$42.2K +1,496 +1,894%
HI
70
Harbour Investments
Wisconsin
$33.6K
TWP
71
Triad Wealth Partners
Kansas
$17.1K +$16.9K +599 New
CIAS
72
Capital Investment Advisory Services
North Carolina
$1.72K
FHC
73
First Heartland Consultants
Missouri
$359 -$5.31K -188 -1%
Morgan Stanley
74
Morgan Stanley
New York
$29
LNC
75
Lincoln National Corp
Pennsylvania
-$597K -20,974 Closed

KOCT Hedge Fund Activity: Q2 2024 in Review

74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q2 2024, worth a combined $56.3M — down 10% from $62.8M a quarter earlier.

Fund positioning in KOCT was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 27 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $1.37M. The largest seller was Bullseye Investment Management, cutting an estimated $2.3M.

  • 74 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q2 2024, down from 77 in Q1 2024.
  • Funds reported $56.3M of Innovator US Small Cap Power Buffer ETF October stock for Q2 2024, down 10% quarter-over-quarter.
  • 5 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest Innovator US Small Cap Power Buffer ETF October buyer in Q2 2024 was Focus Partners Wealth, an estimated $1.37M added.
  • The largest Innovator US Small Cap Power Buffer ETF October seller in Q2 2024 was Bullseye Investment Management, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2024.