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Innovator US Small Cap Power Buffer ETF October
KOCT

Overview Fund Activity

75 hedge funds and large institutions have $61.4M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIM
1
Bullseye Investment Management
Ohio
$5.3M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.26M
3
TWM
3
Tradition Wealth Management
Minnesota
$973K
4
OMC
4
Old Mission Capital
Illinois
$568K
5
SWA
5
Stratos Wealth Advisors
Ohio
$1.25M

Top Sellers

1
GSIS
1
Global Strategic Investment Solutions
Arizona
$6.64M
2
BFA
2
Beacon Financial Advisory
Ohio
$0
3
BCM
3
Brookstone Capital Management
Illinois
$552K
4
RJA
4
Raymond James & Associates
Florida
$240K
5
PCS
5
Personal CFO Solutions
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
76
Beacon Financial Advisory
Ohio
– -$1.25M -45,546 Closed
PCS
77
Personal CFO Solutions
New Jersey
– -$404K -14,684 Closed
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
– -$337K -12,242 Closed
MW
79
Marcum Wealth
Ohio
– -$219K -7,942 Closed
FA
80
Faithward Advisors
Pennsylvania
– -$47.7K -1,757 Closed
PP
81
PFS Partners
New Jersey
– -$21.8K -792 Closed
TVAMP
82
Tennessee Valley Asset Management Partners
Tennessee
– -$6.88K -250 Closed
CJ
83
Caitlin John
Michigan
– -$303 -11 Closed
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