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Innovator US Small Cap Power Buffer ETF October
KOCT

Overview Fund Activity

69 hedge funds and large institutions have $62.2M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
19
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFGF
Compass Financial Group (Florida)
Florida
+$7.89M
2
BIM
Bullseye Investment Management
Ohio
+$1.02M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$606K
4
LIWM
Long Island Wealth Management
New York
+$504K
5
CIA
Cape Investment Advisory
Georgia
+$312K

Top Sellers

1
GSIS
Global Strategic Investment Solutions
Arizona
-$1.67M
2
CA
Corrado Advisors
New Jersey
-$1.01M
3
MWM
Maltin Wealth Management
New Jersey
-$719K
4
SAG
SageView Advisory Group
California
-$526K
5
KAS
Kestra Advisory Services
Texas
-$464K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$242K +$22K +724 +10%
BFG
52
Berger Financial Group
Minnesota
$235K -$49.4K -1,627 -17%
PS
53
Principal Securities
Iowa
$218K +$11.3K +372 +5%
EWM
54
Elmwood Wealth Management
California
$213K +$213K +7,000 New
CA
55
CoreCap Advisors
Michigan
$202K +$5.74K +189 +3%
S
56
SignatureFD
Georgia
$198K +$198K +6,527 New
CAL
57
Capital Analysts LLC
Pennsylvania
$193K – – –
IA
58
IFP Advisors
Florida
$192K +$15.2K +500 +9%
SWM
59
Sugarloaf Wealth Management
Georgia
$166K – – –
AF
60
Advisornet Financial
Minnesota
$100K – – –
HI
61
Harbour Investments
Wisconsin
$89.4K +$53.7K +1,768 +150%
GTAM
62
Global Trust Asset Management
Florida
$75.9K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$72.5K +$10.6K +348 +17%
CA
64
Continuum Advisory
Idaho
$30.6K +$30.6K +985 New
TH
65
TCTC Holdings
Texas
$26.5K +$26.5K +872 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$19.7K -$62.1K -2,050 -76%
FNWA
67
Financial Network Wealth Advisors
Utah
$6.01K +$6.01K +198 New
CIAS
68
Capital Investment Advisory Services
North Carolina
$1.82K – – –
Morgan Stanley
69
Morgan Stanley
New York
$30 – – –
CA
70
Corrado Advisors
New Jersey
– -$1.01M -35,428 Closed
MWM
71
Maltin Wealth Management
New Jersey
– -$719K -25,134 Closed
SAG
72
SageView Advisory Group
California
– -$526K -18,392 Closed
RJA
73
Raymond James & Associates
Florida
– -$269K -9,416 Closed
TF
74
Trek Financial
Arizona
– -$249K -8,715 Closed
OMC
75
Old Mission Capital
Illinois
– -$219K -7,653 Closed
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