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Innovator US Small Cap Power Buffer ETF October

38 hedge funds and large institutions have $20.8M invested in Innovator US Small Cap Power Buffer ETF October in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

7.43% more ownership

Funds ownership: 43.19%50.62% (+7.4%)

7% more capital invested

Capital invested by funds: $19.5M → $20.8M (+$1.29M)

3% less funds holding

Funds holding: 3938 (-1)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Avalon Capital Management
California
$2.39M +$115K +4,400 +5%
DFA
2
DHJJ Financial Advisors
Illinois
$1.97M -$5.38K -205 -0.3%
DHGWA
3
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.31M -$8.21K -313 -0.6%
BFA
4
Beacon Financial Advisory
Ohio
$1.21M -$18.4K -700 -1%
SS
5
Sunbelt Securities
Texas
$1.21M
Truist Financial
6
Truist Financial
North Carolina
$1.21M +$385K +14,663 +47%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.03M -$72.1K -2,750 -7%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.02M +$188K +7,152 +18%
CAN
9
Cetera Advisor Networks
California
$886K -$46.9K -1,788 -5%
OMC
10
Old Mission Capital
Illinois
$669K -$597K -22,769 -47%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$623K +$619K +23,604 New
ETIA
12
Epic Trust Investment Advisors
Washington
$590K
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$590K +$151K +5,763 +35%
NFG
14
Nations Financial Group
Iowa
$548K +$76.1K +2,903 +16%
Citadel Advisors
15
Citadel Advisors
Florida
$503K +$287K +10,928 +134%
KAS
16
Kestra Advisory Services
Texas
$473K +$114K +4,351 +32%
ICG
17
InterOcean Capital Group
Tennessee
$428K +$23.6K +900 +6%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$376K +$65.1K +2,481 +21%
AL
19
ACAS LLC
California
$363K +$13.6K +520 +4%
Wolverine Trading
20
Wolverine Trading
Illinois
$339K +$335K +12,763 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$315K +$76.2K +2,905 +32%
FWM
22
Frontier Wealth Management
Missouri
$279K
LNC
23
Lincoln National Corp
Pennsylvania
$261K
CWS
24
Cypress Wealth Services
California
$250K +$249K +9,480 New
SAF
25
Smith Anglin Financial
Texas
$243K -$30.7K -1,169 -11%

KOCT Hedge Fund Activity: Q1 2022 in Review

38 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q1 2022, worth a combined $20.8M — up 6.6% from $19.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new KOCT positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $619K. The largest seller was Old Mission Capital, cutting an estimated $597K.

  • 38 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q1 2022, down from 39 in Q4 2021.
  • Funds reported $20.8M of Innovator US Small Cap Power Buffer ETF October stock for Q1 2022, up 6.6% quarter-over-quarter.
  • 4 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q1 2022 and 3 closed out, a net change of +1 holder.
  • The largest Innovator US Small Cap Power Buffer ETF October buyer in Q1 2022 was Susquehanna International Group, an estimated $619K added.
  • The largest Innovator US Small Cap Power Buffer ETF October seller in Q1 2022 was Old Mission Capital, an estimated $597K sold.

Based on aggregated 13F filings for Q1 2022.