Innovator US Small Cap Power Buffer ETF October
KOCT
18 hedge funds and large institutions have $18.6M invested in Innovator US Small Cap Power Buffer ETF October in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
71% more capital invested
Capital invested by funds: $10.9M → $18.6M (+$7.7M)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
13% more funds holding
Funds holding: 16 → 18 (+2)
8.04% more ownership
Funds ownership: 28.71% → 36.75% (+8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$5.36M |
| 2 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$1.34M |
| 3 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$739K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$699K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$631K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$486K |
| 2 |
Jane Street
New York
|
-$335K |
| 3 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$276K |
| 4 |
XF
XML Financial
Bethesda,
Maryland
|
-$255K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$237K |
KOCT Hedge Fund Activity: Q3 2020 in Review
18 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q3 2020, worth a combined $18.6M — up 71% from $10.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new KOCT positions and 6 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Berkshire Money Management, adding an estimated $5.36M. The largest seller was Carroll Financial Associates, cutting an estimated $486K.
- 18 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q3 2020, up from 16 in Q2 2020.
- Funds reported $18.6M of Innovator US Small Cap Power Buffer ETF October stock for Q3 2020, up 71% quarter-over-quarter.
- 8 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q3 2020 and 6 closed out, a net change of +2 holders.
- The largest Innovator US Small Cap Power Buffer ETF October buyer in Q3 2020 was Berkshire Money Management, an estimated $5.36M added.
- The largest Innovator US Small Cap Power Buffer ETF October seller in Q3 2020 was Carroll Financial Associates, an estimated $486K sold.
Based on aggregated 13F filings for Q3 2020.