Innovator US Small Cap Power Buffer ETF October
KOCT
36 hedge funds and large institutions have $15M invested in Innovator US Small Cap Power Buffer ETF October in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 5 closing their positions.
5% less funds holding
Funds holding: 38 → 36 (-2)
7.07% less ownership
Funds ownership: 50.62% → 43.55% (-7.1%)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
28% less capital invested
Capital invested by funds: $20.8M → $15M (-$5.73M)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$878K |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$407K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$230K |
| 4 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$108K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$90.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$2.39M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$669K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$590K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$560K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$241K |
KOCT Hedge Fund Activity: Q2 2022 in Review
36 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q2 2022, worth a combined $15M — down 28% from $20.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of KOCT and 4 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 7 added.
The largest buyer was Forvis Mazars Wealth Advisors, opening a new position worth an estimated $878K. The largest seller was Avalon Capital Management, exiting entirely with an estimated $2.39M sold.
- 36 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q2 2022, down from 38 in Q1 2022.
- Funds reported $15M of Innovator US Small Cap Power Buffer ETF October stock for Q2 2022, down 28% quarter-over-quarter.
- 4 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q2 2022 and 5 closed out, a net change of -1 holder.
- The largest Innovator US Small Cap Power Buffer ETF October buyer in Q2 2022 was Forvis Mazars Wealth Advisors, an estimated $878K added.
- The largest Innovator US Small Cap Power Buffer ETF October seller in Q2 2022 was Avalon Capital Management, an estimated $2.39M sold.
Based on aggregated 13F filings for Q2 2022.