Innovator US Small Cap Power Buffer ETF October
KOCT
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.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
6% more funds holding
Funds holding: 31 → 33 (+2)
1.21% less ownership
Funds ownership: 54.56% → 53.36% (-1.2%)
16% less capital invested
Capital invested by funds: $29.5M → $24.7M (-$4.75M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$5.34M |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$2.59M |
| 3 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
+$1.17M |
| 4 |
ISG
Investment Security Group
Denver,
Colorado
|
+$649K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$497K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$7.68M |
| 2 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$6.72M |
| 3 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$783K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$536K |
| 5 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$484K |
KOCT Hedge Fund Activity: Q1 2021 in Review
33 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q1 2021, worth a combined $24.7M — down 16% from $29.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KOCT positions and 8 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $5.34M. The largest seller was Berkshire Money Management, exiting entirely with an estimated $7.68M sold.
- 33 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q1 2021, up from 31 in Q4 2020.
- Funds reported $24.7M of Innovator US Small Cap Power Buffer ETF October stock for Q1 2021, down 16% quarter-over-quarter.
- 10 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q1 2021 and 8 closed out, a net change of +2 holders.
- The largest Innovator US Small Cap Power Buffer ETF October buyer in Q1 2021 was Cetera Advisor Networks, an estimated $5.34M added.
- The largest Innovator US Small Cap Power Buffer ETF October seller in Q1 2021 was Berkshire Money Management, an estimated $7.68M sold.
Based on aggregated 13F filings for Q1 2021.