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Innovator US Small Cap Power Buffer ETF October
KOCT

Overview Fund Activity

69 hedge funds and large institutions have $62.2M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
19
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFGF
Compass Financial Group (Florida)
Florida
+$7.89M
2
BIM
Bullseye Investment Management
Ohio
+$1.02M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$606K
4
LIWM
Long Island Wealth Management
New York
+$504K
5
CIA
Cape Investment Advisory
Georgia
+$312K

Top Sellers

1
GSIS
Global Strategic Investment Solutions
Arizona
-$1.67M
2
CA
Corrado Advisors
New Jersey
-$1.01M
3
MWM
Maltin Wealth Management
New Jersey
-$719K
4
SAG
SageView Advisory Group
California
-$526K
5
KAS
Kestra Advisory Services
Texas
-$464K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGF
1
Compass Financial Group (Florida)
Florida
$7.89M +$7.89M +259,873 New
Osaic Holdings
2
Osaic Holdings
Arizona
$4.35M -$109K -3,600 -2%
BIM
3
Bullseye Investment Management
Ohio
$3.99M +$1.02M +26,475 +34%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$3.91M -$25K -823 -0.6%
GSIS
5
Global Strategic Investment Solutions
Arizona
$3.61M -$1.67M -54,854 -32%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.63M -$300K -9,892 -10%
Truist Financial
7
Truist Financial
North Carolina
$2.49M +$3.77K +124 +0.2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.29M -$70.6K -2,325 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.22M +$139K +4,580 +7%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$1.48M – – –
DFA
11
DHJJ Financial Advisors
Illinois
$1.47M -$136K -4,492 -9%
SWA
12
Stratos Wealth Advisors
Ohio
$1.21M -$131K -4,323 -10%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$1.17M -$179K -5,889 -13%
LIWM
14
Long Island Wealth Management
New York
$1.09M +$504K +16,600 +86%
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$1.06M -$98.9K -3,259 -9%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.03M +$92.9K +3,060 +10%
TWM
17
Tradition Wealth Management
Minnesota
$1.01M -$18.2K -600 -2%
LPL Financial
18
LPL Financial
California
$992K +$119K +3,914 +14%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$953K -$252K -8,286 -21%
FFA
20
Fragasso Financial Advisors
Pennsylvania
$871K +$308K +10,148 +55%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$813K +$308K +10,156 +61%
AAS
22
Avantax Advisory Services
Texas
$806K +$43.5K +1,433 +6%
MOS
23
MGO One Seven
Ohio
$762K -$91.1K -3,000 -11%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$746K -$25.5K -840 -3%
SS
25
Sunbelt Securities
Texas
$696K -$17.6K -580 -2%
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