Innovator US Small Cap Power Buffer ETF October
KOCT
77 hedge funds and large institutions have $62.8M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 8 closing their positions.
9% more capital invested
Capital invested by funds: $57.4M → $62.8M (+$5.33M)
4.79% more ownership
Funds ownership: 64.21% → 69.01% (+4.8%)
3% less funds holding
Funds holding: 79 → 77 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
43% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$3.04M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.55M |
| 3 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$944K |
| 4 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
+$719K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$551K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$1.48M |
| 2 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
-$1.25M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.07M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$417K |
| 5 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$404K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
76
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.71K | – | – | – |
|
77
Morgan Stanley
New York
| $28 | -$28 | -1 | -50% |
|
|
BFA
78
Beacon Financial Advisory
Cleveland,
Ohio
| – | -$1.25M | -45,546 | Closed |
|
|
PCS
79
Personal CFO Solutions
Chester,
New Jersey
| – | -$404K | -14,684 | Closed |
|
80
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$337K | -12,242 | Closed |
|
|
MW
81
Marcum Wealth
Cleveland,
Ohio
| – | -$219K | -7,942 | Closed |
|
|
FA
82
Faithward Advisors
Lancaster,
Pennsylvania
| – | -$47.7K | -1,757 | Closed |
|
|
PP
83
PFS Partners
Mine Hill,
New Jersey
| – | -$21.8K | -792 | Closed |
|
|
TVAMP
84
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$6.88K | -250 | Closed |
|
|
CJ
85
Caitlin John
Brighton,
Michigan
| – | -$303 | -11 | Closed |
|
KOCT Hedge Fund Activity: Q1 2024 in Review
77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q1 2024, worth a combined $62.8M — up 9.3% from $57.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of KOCT and 7 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 16 added.
The largest buyer was Bullseye Investment Management, adding an estimated $3.04M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $1.48M.
- 77 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q1 2024, down from 79 in Q4 2023.
- Funds reported $62.8M of Innovator US Small Cap Power Buffer ETF October stock for Q1 2024, up 9.3% quarter-over-quarter.
- 7 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q1 2024 and 8 closed out, a net change of -1 holder.
- The largest Innovator US Small Cap Power Buffer ETF October buyer in Q1 2024 was Bullseye Investment Management, an estimated $3.04M added.
- The largest Innovator US Small Cap Power Buffer ETF October seller in Q1 2024 was Global Strategic Investment Solutions, an estimated $1.48M sold.
Based on aggregated 13F filings for Q1 2024.