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Innovator US Small Cap Power Buffer ETF October
KOCT

Overview Fund Activity

87 hedge funds and large institutions have $81.1M 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, 35 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
35
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.67M
2
KWM
Kingsview Wealth Management
Oregon
+$1.1M
3
KAS
Kestra Advisory Services
Texas
+$943K
4
SAG
SageView Advisory Group
California
+$859K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$750K

Top Sellers

1
BIM
Bullseye Investment Management
Ohio
-$2.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$813K
3
OIA
OneDigital Investment Advisors
Kansas
-$495K
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$408K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$408K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11M +$8.67M +283,758 +376%
CFGF
2
Compass Financial Group (Florida)
Florida
$7.76M -$188K -6,146 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.07M +$694K +22,718 +16%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$3.73M -$209K -6,839 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.38M +$732K +23,953 +28%
GSIS
6
Global Strategic Investment Solutions
Arizona
$3.37M -$261K -8,538 -7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.76M +$532K +17,407 +24%
Truist Financial
8
Truist Financial
North Carolina
$2.69M +$183K +5,971 +7%
RCWM
9
Red Crane Wealth Management
California
$2.18M +$2.18M +71,349 New
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$1.45M -$31.8K -1,040 -2%
DFA
11
DHJJ Financial Advisors
Illinois
$1.45M -$28.8K -942 -2%
KAS
12
Kestra Advisory Services
Texas
$1.39M +$943K +30,832 +209%
Raymond James Financial
13
Raymond James Financial
Florida
$1.36M +$1.36M +44,644 New
HighTower Advisors
14
HighTower Advisors
Illinois
$1.31M +$719K +23,533 +122%
SWA
15
Stratos Wealth Advisors
Ohio
$1.25M +$36.1K +1,181 +3%
FFA
16
Fragasso Financial Advisors
Pennsylvania
$1.17M +$292K +9,557 +33%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.15M +$185K +6,059 +19%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.12M +$56.5K +1,849 +5%
LIWM
19
Long Island Wealth Management
New York
$1.1M +$795 +26 +0.1%
KWM
20
Kingsview Wealth Management
Oregon
$1.1M +$1.1M +35,971 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$1.05M +$11.3K +369 +1%
LPL Financial
22
LPL Financial
California
$1.05M +$46.9K +1,534 +5%
TWM
23
Tradition Wealth Management
Minnesota
$993K -$20.3K -663 -2%
AAS
24
Avantax Advisory Services
Texas
$864K +$52.4K +1,714 +6%
SAG
25
SageView Advisory Group
California
$859K +$859K +28,105 New
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