Innovator US Small Cap Power Buffer ETF October
KOCT
71 hedge funds and large institutions have $64.2M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 9 closing their positions.
14% more capital invested
Capital invested by funds: $56.3M → $64.2M (+$7.89M)
3.62% more ownership
Funds ownership: 66.47% → 70.08% (+3.6%)
4% less funds holding
Funds holding: 74 → 71 (-3)
20% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 25
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFGF
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
+$7.66M |
| 2 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$781K |
| 3 |
JP Morgan Chase
New York
|
+$589K |
| 4 |
LIWM
Long Island Wealth Management
Melville,
New York
|
+$490K |
| 5 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$1.62M |
| 2 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$1.01M |
| 3 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$719K |
| 4 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$526K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$451K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TF
76
Trek Financial
Scottsdale,
Arizona
| – | -$249K | -8,715 | Closed |
|
|
OMC
77
Old Mission Capital
Chicago,
Illinois
| – | -$219K | -7,653 | Closed |
|
|
NS
78
NBC Securities
Birmingham,
Alabama
| – | -$109K | -3,846 | Closed |
|
79
UBS Group
Zurich,
Switzerland
| – | -$45K | -1,575 | Closed |
|
|
TWP
80
Triad Wealth Partners
Lawrence,
Kansas
| – | -$17.1K | -599 | Closed |
|
KOCT Hedge Fund Activity: Q3 2024 in Review
71 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q3 2024, worth a combined $64.2M — up 14% from $56.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of KOCT and 7 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 20 added.
The largest buyer was Compass Financial Group (Florida), opening a new position worth an estimated $7.66M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $1.62M.
- 71 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q3 2024, down from 74 in Q2 2024.
- Funds reported $64.2M of Innovator US Small Cap Power Buffer ETF October stock for Q3 2024, up 14% quarter-over-quarter.
- 7 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q3 2024 and 9 closed out, a net change of -2 holders.
- The largest Innovator US Small Cap Power Buffer ETF October buyer in Q3 2024 was Compass Financial Group (Florida), an estimated $7.66M added.
- The largest Innovator US Small Cap Power Buffer ETF October seller in Q3 2024 was Global Strategic Investment Solutions, an estimated $1.62M sold.
Based on aggregated 13F filings for Q3 2024.