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Innovator US Small Cap Power Buffer ETF October

82 hedge funds and large institutions have $67.8M invested in Innovator US Small Cap Power Buffer ETF October in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.44% less ownership

Funds ownership: 66.2%65.76% (-0.44%)

4% less capital invested

Capital invested by funds: $70.7M → $67.8M (-$2.97M)

10% less funds holding

Funds holding: 9182 (-9)

63% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 32

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
82
Holders Change
-9
Holders Change %
-9.89%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
12
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGF
1
Compass Financial Group (Florida)
Florida
$7.75M -$2.2K -75 -0%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.45M +$1.02M +34,615 +24%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$3.64M -$57.9K -1,974 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.38M -$107K -3,639 -3%
GSIS
5
Global Strategic Investment Solutions
Arizona
$2.72M -$312K -10,645 -11%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.7M -$216K -7,354 -8%
Truist Financial
7
Truist Financial
North Carolina
$2.65M -$79.5K -2,711 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.22M -$432K -14,730 -17%
SAG
9
SageView Advisory Group
California
$1.69M +$147K +5,020 +10%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$1.43M
DFA
11
DHJJ Financial Advisors
Illinois
$1.41M -$7.33K -250 -0.5%
MFG
12
MTM Financial Group
Pennsylvania
$1.28M -$8.95K -305 -0.7%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.23M -$76.5K -2,606 -6%
SWA
14
Stratos Wealth Advisors
Ohio
$1.16M -$89.4K -3,047 -7%
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$1.14M -$11.6K -394 -1%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.12M +$29.7K +1,014 +3%
LPL Financial
17
LPL Financial
California
$1.11M +$132K +4,507 +14%
Raymond James Financial
18
Raymond James Financial
Florida
$1.06M +$23.7K +808 +2%
KWM
19
Kingsview Wealth Management
Oregon
$1.06M -$42K -1,432 -4%
KAS
20
Kestra Advisory Services
Texas
$1.05M +$185K +6,303 +22%
TWM
21
Tradition Wealth Management
Minnesota
$949K
IFG
22
Independent Financial Group
California
$820K
OMC
23
Old Mission Capital
Illinois
$783K -$345K -11,776 -31%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$774K -$39.7K -1,353 -5%
AAS
25
Avantax Advisory Services
Texas
$747K -$53.5K -1,822 -7%

KOCT Hedge Fund Activity: Q2 2025 in Review

82 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q2 2025, worth a combined $67.8M — down 4.2% from $70.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KOCT and 3 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 12 added.

The largest buyer was Osaic Holdings, adding an estimated $1.02M. The largest seller was Red Crane Wealth Management, exiting entirely with an estimated $2.07M sold.

  • 82 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q2 2025, down from 91 in Q1 2025.
  • Funds reported $67.8M of Innovator US Small Cap Power Buffer ETF October stock for Q2 2025, down 4.2% quarter-over-quarter.
  • 3 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q2 2025 and 11 closed out, a net change of -8 holders.
  • The largest Innovator US Small Cap Power Buffer ETF October buyer in Q2 2025 was Osaic Holdings, an estimated $1.02M added.
  • The largest Innovator US Small Cap Power Buffer ETF October seller in Q2 2025 was Red Crane Wealth Management, an estimated $2.07M sold.

Based on aggregated 13F filings for Q2 2025.