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Innovator US Small Cap Power Buffer ETF October
KOCT

Overview Fund Activity

78 hedge funds and large institutions have $56.8M invested in Innovator US Small Cap Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+25
Holders Change %
+47.17%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
31
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSIS
Global Strategic Investment Solutions
Arizona
+$6.92M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.15M
3
Truist Financial
Truist Financial
North Carolina
+$1.82M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.71M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.39M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$1.37M
2
WIA
World Investment Advisors
California
-$903K
3
OMC
Old Mission Capital
Illinois
-$809K
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$331K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$29.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
76
Capital Investment Advisory Services
North Carolina
$1.65K – – –
CJ
77
Caitlin John
Michigan
$303 +$303 +11 New
Morgan Stanley
78
Morgan Stanley
New York
$56 +$56 +2 New
WIA
79
World Investment Advisors
California
– -$903K -33,797 Closed
OMC
80
Old Mission Capital
Illinois
– -$809K -31,509 Closed
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
– -$7K -260 Closed
1 2 3
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