KOCT icon

Innovator US Small Cap Power Buffer ETF October
KOCT

Overview Fund Activity

33 hedge funds and large institutions have $24.7M invested in Innovator US Small Cap Power Buffer ETF October in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
8
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
Cetera Advisor Networks
California
+$5.39M
2
TWM
Tradition Wealth Management
Minnesota
+$2.61M
3
BFA
Beacon Financial Advisory
Ohio
+$1.18M
4
ISG
Investment Security Group
Colorado
+$654K
5
OMC
Old Mission Capital
Illinois
+$501K

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
-$7.68M
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$6.82M
3
SMC
Smith, Moore & Co
Missouri
-$783K
4
Osaic Holdings
Osaic Holdings
Arizona
-$541K
5
CA
Corrado Advisors
New Jersey
-$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1
Tradition Wealth Management
Minnesota
$6.52M +$2.61M +98,561 +67%
CAN
2
Cetera Advisor Networks
California
$5.39M +$5.39M +203,258 New
DFA
3
DHJJ Financial Advisors
Illinois
$1.89M +$87.1K +3,286 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.55M -$541K -20,389 -26%
BFA
5
Beacon Financial Advisory
Ohio
$1.18M +$1.18M +44,350 New
OMC
6
Old Mission Capital
Illinois
$927K +$501K +18,887 +117%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$797K +$425K +16,050 +114%
ACM
8
Arlington Capital Management
Illinois
$776K +$59.8K +2,257 +8%
ISG
9
Investment Security Group
Colorado
$654K +$654K +24,698 New
Citadel Advisors
10
Citadel Advisors
Florida
$604K +$294K +11,110 +95%
SS
11
Sunbelt Securities
Texas
$519K +$292K +11,023 +129%
KWM
12
Kingsview Wealth Management
Oregon
$436K – – –
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$418K +$418K +15,758 New
ICG
14
InterOcean Capital Group
Tennessee
$356K – – –
VWA
15
Visionary Wealth Advisors
Illinois
$339K -$205K -7,736 -38%
KCM
16
Kathmere Capital Management
Pennsylvania
$334K – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$311K -$320K -12,091 -51%
VBFP
18
Valtinson Bruner Financial Planning
Minnesota
$292K -$6.82M -255,610 -96%
T
19
TRUADVICE
Florida
$253K +$253K +9,500 New
KAS
20
Kestra Advisory Services
Texas
$232K -$375K -14,125 -62%
PI
21
Parkside Investments
Illinois
$218K -$52.8K -2,000 -20%
AL
22
ACAS LLC
California
$211K +$211K +7,946 New
ASN
23
Advisory Services Network
Georgia
$204K +$188K +7,100 +1,177%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$136K – – –
OIA
25
Optimum Investment Advisors
Illinois
$53K +$53K +2,000 New
1
2