KOCT icon

Innovator US Small Cap Power Buffer ETF October

78 hedge funds and large institutions have $56.8M invested in Innovator US Small Cap Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+25
Holders Change %
+47.17%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
31
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSIS
1
Global Strategic Investment Solutions
Arizona
$7.9M +$6.92M +251,301 +705%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$3.65M +$97.9K +3,556 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.23M +$2.15M +78,231 +199%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.56M +$1.39M +50,531 +119%
Truist Financial
5
Truist Financial
North Carolina
$2.39M +$1.82M +66,057 +316%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.04M +$1.71M +62,011 +511%
DFA
7
DHJJ Financial Advisors
Illinois
$1.61M +$25.6K +930 +2%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$1.6M -$331K -12,038 -17%
BCM
9
Brookstone Capital Management
Illinois
$1.6M +$653K +23,714 +69%
ICG
10
InterOcean Capital Group
Tennessee
$1.34M
BIM
11
Bullseye Investment Management
Ohio
$1.34M +$1.34M +48,518 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.33M +$435K +15,806 +48%
CAN
13
Cetera Advisor Networks
California
$1.33M +$328K +11,919 +33%
BFA
14
Beacon Financial Advisory
Ohio
$1.25M +$131K +4,775 +12%
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$1.21M -$29.9K -1,086 -2%
CA
16
Corrado Advisors
New Jersey
$1.03M +$493K +17,921 +92%
SS
17
Sunbelt Securities
Texas
$1.01M +$133K +4,825 +15%
MOS
18
MGO One Seven
Ohio
$834K +$834K +30,300 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$750K +$130K +4,729 +21%
LPL Financial
20
LPL Financial
California
$740K +$740K +26,900 New
AAS
21
Avantax Advisory Services
Texas
$732K -$1.37M -49,919 -65%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$718K -$8.59K -312 -1%
SWA
23
Stratos Wealth Advisors
Ohio
$668K +$668K +24,276 New
NFG
24
Nations Financial Group
Iowa
$665K -$7.16K -260 -1%
HighTower Advisors
25
HighTower Advisors
Illinois
$662K +$396K +14,382 +149%