Innovator US Small Cap Power Buffer ETF October
KOCT
89 hedge funds and large institutions have $83.2M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
118% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 17
29% more capital invested
Capital invested by funds: $64.2M → $83.2M (+$18.9M)
25% more funds holding
Funds holding: 71 → 89 (+18)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.98% less ownership
Funds ownership: 70.08% → 62.1% (-8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8.75M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.11M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$951K |
| 4 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$867K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$757K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$2.73M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$813K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$495K |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$412K |
| 5 |
JP Morgan Chase
New York
|
-$412K |
KOCT Hedge Fund Activity: Q4 2024 in Review
89 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q4 2024, worth a combined $83.2M — up 29% from $64.2M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new KOCT positions and 6 closed out — a net gain of 19 holders — while 37 added to existing stakes and 17 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $8.75M. The largest seller was Bullseye Investment Management, cutting an estimated $2.73M.
- 89 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q4 2024, up from 71 in Q3 2024.
- Funds reported $83.2M of Innovator US Small Cap Power Buffer ETF October stock for Q4 2024, up 29% quarter-over-quarter.
- 25 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q4 2024 and 6 closed out, a net change of +19 holders.
- The largest Innovator US Small Cap Power Buffer ETF October buyer in Q4 2024 was Cetera Investment Advisers, an estimated $8.75M added.
- The largest Innovator US Small Cap Power Buffer ETF October seller in Q4 2024 was Bullseye Investment Management, an estimated $2.73M sold.
Based on aggregated 13F filings for Q4 2024.