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Innovator US Small Cap Power Buffer ETF October

86 hedge funds and large institutions have $72M invested in Innovator US Small Cap Power Buffer ETF October in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $67.8M → $72M (+$4.28M)

5% more funds holding

Funds holding: 8286 (+4)

0.92% more ownership

Funds ownership: 65.76%66.68% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
15
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGF
1
Compass Financial Group (Florida)
Florida
$8.03M -$342K -10,787 -4%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.65M -$205K -6,481 -4%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$3.91M -$21.5K -680 -0.6%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.86M +$899K +28,401 +32%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.33M -$324K -10,244 -9%
Truist Financial
6
Truist Financial
North Carolina
$2.51M -$339K -10,716 -12%
GSIS
7
Global Strategic Investment Solutions
Arizona
$2.46M -$465K -14,690 -16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.28M -$115K -3,645 -5%
SAG
9
SageView Advisory Group
California
$1.81M +$19.2K +606 +1%
LPL Financial
10
LPL Financial
California
$1.53M +$312K +9,861 +27%
DFA
11
DHJJ Financial Advisors
Illinois
$1.49M -$33.8K -1,067 -2%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$1.36M -$184K -5,800 -12%
CWG
13
Crown Wealth Group
North Carolina
$1.36M +$1.3M +41,123 New
HighTower Advisors
14
HighTower Advisors
Illinois
$1.33M
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$1.24M -$3.77K -119 -0.3%
CIAS
16
Capital Investment Advisory Services
North Carolina
$1.19M +$1.11M +35,057 +3,984%
SWA
17
Stratos Wealth Advisors
Ohio
$1.1M -$146K -4,604 -12%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$1.06M +$1.02M +32,158 New
TWM
19
Tradition Wealth Management
Minnesota
$1.03M
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$964K -$235K -7,408 -20%
IFG
21
Independent Financial Group
California
$888K
USCWA
22
U.S. Capital Wealth Advisors
Texas
$846K +$8.11K +256 +1%
CIA
23
Concurrent Investment Advisors
Florida
$827K +$793K +25,042 New
FFS
24
Founders Financial Securities
Maryland
$805K +$159K +5,008 +26%
CA
25
Corrado Advisors
New Jersey
$762K -$982 -31 -0.1%

KOCT Hedge Fund Activity: Q3 2025 in Review

86 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q3 2025, worth a combined $72M — up 6.3% from $67.8M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KOCT positions and 10 closed out — a net gain of 6 holders — while 15 added to existing stakes and 30 trimmed.

The largest buyer was Crown Wealth Group, opening a new position worth an estimated $1.3M. The largest seller was MTM Financial Group, exiting entirely with an estimated $1.28M sold.

  • 86 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q3 2025, up from 82 in Q2 2025.
  • Funds reported $72M of Innovator US Small Cap Power Buffer ETF October stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 16 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q3 2025 and 10 closed out, a net change of +6 holders.
  • The largest Innovator US Small Cap Power Buffer ETF October buyer in Q3 2025 was Crown Wealth Group, an estimated $1.3M added.
  • The largest Innovator US Small Cap Power Buffer ETF October seller in Q3 2025 was MTM Financial Group, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2025.