KOCT icon

Innovator US Small Cap Power Buffer ETF October

72 hedge funds and large institutions have $54.5M 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, 16 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TF
51
Trek Financial
Arizona
$249K
BWM
52
Brown Wealth Management
Illinois
$248K -$4.49K -157 -2%
TC
53
TownSquare Capital
Utah
$248K -$4.49K -157 -2%
OMC
54
Old Mission Capital
Illinois
$219K -$351K -12,286 -62%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$207K -$9.15K -320 -4%
CIA
56
Cape Investment Advisory
Georgia
$207K +$91.5K +3,200 +80%
PS
57
Principal Securities
Iowa
$195K
CA
58
CoreCap Advisors
Michigan
$185K +$5.95K +208 +3%
CAL
59
Capital Analysts LLC
Pennsylvania
$182K -$88.4K -3,085 -33%
IA
60
IFP Advisors
Florida
$166K
SWM
61
Sugarloaf Wealth Management
Georgia
$157K
NS
62
NBC Securities
Alabama
$109K
AF
63
Advisornet Financial
Minnesota
$94.5K
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$77.2K
GTAM
65
Global Trust Asset Management
Florida
$71.5K
SPIA
66
Steward Partners Investment Advisory
New York
$58.3K
UBS Group
67
UBS Group
Switzerland
$45K +$42.8K +1,496 +1,894%
HI
68
Harbour Investments
Wisconsin
$33.6K
TWP
69
Triad Wealth Partners
Kansas
$17.1K +$17.1K +599 New
CIAS
70
Capital Investment Advisory Services
North Carolina
$1.72K
FHC
71
First Heartland Consultants
Missouri
$359 -$5 -188 -1%
Morgan Stanley
72
Morgan Stanley
New York
$29
LNC
73
Lincoln National Corp
Pennsylvania
-$597K -20,974 Closed
AWS
74
Atria Wealth Solutions
New York
-$303K -10,650 Closed
PWA
75
Pillar Wealth Advisors
Pennsylvania
-$228K -8,010 Closed