Innovator Premium Income 15 Buffer ETF October
LOCT
8 hedge funds and large institutions have $11.6M invested in Innovator Premium Income 15 Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
17% more capital invested
Capital invested by funds: $9.9M → $11.6M (+$1.66M)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
4.97% less ownership
Funds ownership: 65.27% → 60.3% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.07M |
| 2 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
+$1.06M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$259K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$167K |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$147K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$606K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$359K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$12.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$8.38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFG
1
MTM Financial Group
Bethlehem,
Pennsylvania
| $5.61M | +$1.06M | +43,833 | +23% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $2.43M | +$259K | +10,766 | +12% |
|
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $1.07M | +$1.07M | +44,468 | New |
|
|
CAN
4
Cetera Advisor Networks
El Segundo,
California
| $898K | -$606K | -25,148 | -40% |
|
|
SW
5
Schulz Wealth
Mansfield,
Texas
| $707K | – | – | – |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $373K | +$167K | +6,938 | +80% |
|
|
SPIA
7
Steward Partners Investment Advisory
New York
| $340K | -$12.1K | -503 | -3% |
|
|
CA
8
CoreCap Advisors
Southfield,
Michigan
| $146K | +$147K | +6,092 | New |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| – | -$359K | -14,892 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$8.38K | -348 | Closed |
|
LOCT Hedge Fund Activity: Q1 2024 in Review
8 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 15 Buffer ETF October (LOCT) for Q1 2024, worth a combined $11.6M — up 17% from $9.9M a quarter earlier.
Fund positioning in LOCT was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.07M. The largest seller was Cetera Advisor Networks, cutting an estimated $606K.
- 8 institutional investors held Innovator Premium Income 15 Buffer ETF October (LOCT) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $11.6M of Innovator Premium Income 15 Buffer ETF October stock for Q1 2024, up 17% quarter-over-quarter.
- 2 funds opened new Innovator Premium Income 15 Buffer ETF October positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest Innovator Premium Income 15 Buffer ETF October buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.07M added.
- The largest Innovator Premium Income 15 Buffer ETF October seller in Q1 2024 was Cetera Advisor Networks, an estimated $606K sold.
Based on aggregated 13F filings for Q1 2024.