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Innovator US Small Cap Power Buffer ETF October
KOCT

86 hedge funds and large institutions have $72M invested in Innovator US Small Cap Power Buffer ETF October in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $67.8M → $72M (+$4.28M)

5% more funds holding

Funds holding: 82 → 86 (+4)

0.92% more ownership

Funds ownership: 65.76% → 66.68% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
15
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWG
Crown Wealth Group
North Carolina
+$1.3M
2
CIAS
Capital Investment Advisory Services
North Carolina
+$1.11M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.02M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$899K
5
CIA
Concurrent Investment Advisors
Florida
+$793K

Top Sellers

Rank Fund Capital Flow
1
MFG
MTM Financial Group
Pennsylvania
-$1.28M
2
KWM
Kingsview Wealth Management
Oregon
-$804K
3
OMC
Old Mission Capital
Illinois
-$783K
4
CIA
Cape Investment Advisory
Georgia
-$564K
5
UBS Group
UBS Group
Switzerland
-$535K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
51
Commons Capital
Massachusetts
$350K -$5.32K -168 -2%
JP Morgan Chase
52
JP Morgan Chase
New York
$349K +$125K +3,934 +59%
CAL
53
Capital Analysts LLC
Pennsylvania
$346K – – –
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$326K +$2.56K +81 +0.8%
BWM
55
BCS Wealth Management
Tennessee
$326K -$73.8K -2,330 -19%
KWM
56
Kingsview Wealth Management
Oregon
$308K -$804K -25,392 -73%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$307K – – –
VPF
58
Vantage Point Financial
Illinois
$298K – – –
LBC
59
Leigh Baldwin & Co
New York
$294K +$31.7K +1,000 +13%
OWA
60
Outlook Wealth Advisors
Texas
$289K – – –
WFS
61
WealthGarden F.S.
California
$287K +$271K +8,568 New
FHC
62
First Heartland Consultants
Missouri
$286K -$16.7K -528 -6%
NAM
63
NorthCrest Asset Manangement
Minnesota
$283K +$271K +8,546 New
WW
64
Winnow Wealth
Texas
$268K +$249K +7,871 New
AWA
65
Arete Wealth Advisors
Illinois
$254K +$22K +695 +10%
AWM
66
AE Wealth Management
Kansas
$253K – – –
NA
67
NewEdge Advisors
Louisiana
$253K -$183K -5,794 -43%
FCFC
68
First Commonwealth Financial Corp
Pennsylvania
$248K – – –
PS
69
Principal Securities
Iowa
$239K – – –
Wolverine Trading
70
Wolverine Trading
Illinois
$233K +$224K +7,076 New
S
71
SignatureFD
Georgia
$216K – – –
FMWA
72
Forvis Mazars Wealth Advisors
Missouri
$208K -$212K -6,688 -51%
EWM
73
Elmwood Wealth Management
California
$201K +$193K +6,100 New
CA
74
CoreCap Advisors
Michigan
$144K – – –
AF
75
Advisornet Financial
Minnesota
$109K – – –
1 2
3
4

KOCT Hedge Fund Activity: Q3 2025 in Review

86 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q3 2025, worth a combined $72M — up 6.3% from $67.8M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KOCT positions and 10 closed out — a net gain of 6 holders — while 15 added to existing stakes and 30 trimmed.

The largest buyer was Crown Wealth Group, opening a new position worth an estimated $1.3M. The largest seller was MTM Financial Group, exiting entirely with an estimated $1.28M sold.

  • 86 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q3 2025, up from 82 in Q2 2025.
  • Funds reported $72M of Innovator US Small Cap Power Buffer ETF October stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 16 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q3 2025 and 10 closed out, a net change of +6 holders.
  • The largest Innovator US Small Cap Power Buffer ETF October buyer in Q3 2025 was Crown Wealth Group, an estimated $1.3M added.
  • The largest Innovator US Small Cap Power Buffer ETF October seller in Q3 2025 was MTM Financial Group, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2025.