KOCT icon

Innovator US Small Cap Power Buffer ETF October
KOCT

Overview Fund Activity

31 hedge funds and large institutions have $29.5M invested in Innovator US Small Cap Power Buffer ETF October in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+13
Holders Change %
+72.22%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
3
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMM
Berkshire Money Management
Massachusetts
+$1.67M
2
ACM
Arlington Capital Management
Illinois
+$701K
3
KAS
Kestra Advisory Services
Texas
+$593K
4
VWA
Visionary Wealth Advisors
Illinois
+$533K
5
CA
Corrado Advisors
New Jersey
+$484K

Top Sellers

1
CIAS
Capital Investment Advisory Services
North Carolina
-$969K
2
SMC
Smith, Moore & Co
Missouri
-$764K
3
AAS
Avantax Advisory Services
Texas
-$684K
4
IFS
Ifrah Financial Services
Arkansas
-$220K
5
WCG
Weaver Consulting Group
California
-$183K
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$7.68M +$1.67M +64,263 +28%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$6.98M -$45.8K -1,750 -0.7%
TWM
3
Tradition Wealth Management
Minnesota
$3.83M +$3.83M +147,592 New
Osaic Holdings
4
Osaic Holdings
Arizona
$2.04M +$336K +12,976 +20%
DFA
5
DHJJ Financial Advisors
Illinois
$1.77M +$1.77M +68,051 New
SMC
6
Smith, Moore & Co
Missouri
$783K -$764K -29,464 -49%
ACM
7
Arlington Capital Management
Illinois
$701K +$701K +27,025 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$618K -$48.8K -1,883 -7%
KAS
9
Kestra Advisory Services
Texas
$593K +$593K +22,865 New
VWA
10
Visionary Wealth Advisors
Illinois
$533K +$533K +20,541 New
CA
11
Corrado Advisors
New Jersey
$484K +$484K +18,678 New
KWM
12
Kingsview Wealth Management
Oregon
$426K +$426K +16,411 New
OMC
13
Old Mission Capital
Illinois
$416K +$416K +16,081 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$364K +$364K +14,042 New
ICG
15
InterOcean Capital Group
Tennessee
$349K +$349K +13,440 New
KCM
16
Kathmere Capital Management
Pennsylvania
$327K – – –
Citadel Advisors
17
Citadel Advisors
Florida
$303K +$303K +11,697 New
CAG
18
Compass Advisory Group
New York
$280K +$280K +10,814 New
PI
19
Parkside Investments
Illinois
$265K -$103K -4,000 -28%
SS
20
Sunbelt Securities
Texas
$222K +$222K +8,571 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$133K -$65.2K -2,500 -33%
Morgan Stanley
22
Morgan Stanley
New York
$130K +$130K +5,000 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$123K +$121K +4,645 +5,161%
EP
24
Eudaimonia Partners
Tennessee
$49K +$49K +1,900 New
CFA
25
Carroll Financial Associates
North Carolina
$48K -$174K -6,810 -78%
1
2