KOCT icon

Innovator US Small Cap Power Buffer ETF October

51 hedge funds and large institutions have $59.9M invested in Innovator US Small Cap Power Buffer ETF October in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+18
Holders Change %
+54.55%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
16
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$13.6M +$13.6M +537,697 New
GI
2
Gradient Investments
Minnesota
$12.8M +$12.8M +505,174 New
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$3.51M +$3.51M +134,026 New
GSIS
4
Global Strategic Investment Solutions
Arizona
$2.16M +$1.47M +58,086 +213%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$1.95M +$7.32K +290 +0.4%
DFA
6
DHJJ Financial Advisors
Illinois
$1.82M -$23.5K -933 -1%
ICG
7
InterOcean Capital Group
Tennessee
$1.79M +$1.45M +57,590 +428%
AAS
8
Avantax Advisory Services
Texas
$1.69M +$806K +31,913 +91%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.68M +$306K +12,098 +22%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.36M +$448K +17,758 +49%
BFA
11
Beacon Financial Advisory
Ohio
$1.16M
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$1.1M +$1.1M +43,679 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.06M +$1.06M +42,061 New
CAN
14
Cetera Advisor Networks
California
$1M +$116K +4,591 +13%
SS
15
Sunbelt Securities
Texas
$1,000K +$28.2K +1,116 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$967K +$193K +7,632 +25%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$694K +$694K +27,486 New
SAG
18
SageView Advisory Group
California
$688K +$688K +27,255 New
CAG
19
Compass Advisory Group
New York
$670K +$53.7K +2,037 +9%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$631K +$631K +25,007 New
NFG
21
Nations Financial Group
Iowa
$605K +$32.2K +1,275 +6%
KAS
22
Kestra Advisory Services
Texas
$574K -$27.4K -1,086 -5%
FCFC
23
First Commonwealth Financial Corp
Pennsylvania
$564K +$564K +22,356 New
Truist Financial
24
Truist Financial
North Carolina
$553K -$67.9K -2,689 -11%
ETIA
25
Epic Trust Investment Advisors
Washington
$552K -$11.9K -471 -2%