Innovator US Small Cap Power Buffer ETF October
KOCT
74 hedge funds and large institutions have $56.3M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 5 closing their positions.
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2.54% less ownership
Funds ownership: 69.01% → 66.47% (-2.5%)
4% less funds holding
Funds holding: 77 → 74 (-3)
10% less capital invested
Capital invested by funds: $62.8M → $56.3M (-$6.42M)
37% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$469K |
| 3 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
+$465K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$461K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$390K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$2.3M |
| 2 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$1.68M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$597K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$347K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$303K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWS
76
Atria Wealth Solutions
New York
| – | -$303K | -10,650 | Closed |
|
|
PWA
77
Pillar Wealth Advisors
West Chester,
Pennsylvania
| – | -$228K | -8,010 | Closed |
|
78
Jane Street
New York
| – | -$225K | -7,908 | Closed |
|
|
AF
79
Allworth Financial
Folsom,
California
| – | -$116K | -4,060 | Closed |
|
KOCT Hedge Fund Activity: Q2 2024 in Review
74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q2 2024, worth a combined $56.3M — down 10% from $62.8M a quarter earlier.
Fund positioning in KOCT was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 27 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $1.37M. The largest seller was Bullseye Investment Management, cutting an estimated $2.3M.
- 74 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q2 2024, down from 77 in Q1 2024.
- Funds reported $56.3M of Innovator US Small Cap Power Buffer ETF October stock for Q2 2024, down 10% quarter-over-quarter.
- 5 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q2 2024 and 5 closed out, a net change of 0 holders.
- The largest Innovator US Small Cap Power Buffer ETF October buyer in Q2 2024 was Focus Partners Wealth, an estimated $1.37M added.
- The largest Innovator US Small Cap Power Buffer ETF October seller in Q2 2024 was Bullseye Investment Management, an estimated $2.3M sold.
Based on aggregated 13F filings for Q2 2024.