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Innovator Growth-100 Power Buffer ETF October

62 hedge funds and large institutions have $36.7M invested in Innovator Growth-100 Power Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

5% more funds holding

Funds holding: 5962 (+3)

1.98% less ownership

Funds ownership: 46.75%44.77% (-2%)

20% less capital invested

Capital invested by funds: $45.7M → $36.7M (-$9.06M)

61% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 23

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
26
Focus Financial Network
Minnesota
$439K
USCWA
27
U.S. Capital Wealth Advisors
Texas
$426K +$28.6K +765 +8%
SWA
28
Stratos Wealth Advisors
Ohio
$408K -$8.87K -237 -2%
KAS
29
Kestra Advisory Services
Texas
$407K -$54.2K -1,450 -12%
BCM
30
Brookstone Capital Management
Illinois
$402K -$44.9K -1,200 -11%
LEFP
31
Leading Edge Financial Planning
Tennessee
$385K -$26.2K -700 -7%
CAL
32
Capital Analysts LLC
Pennsylvania
$375K -$306K -8,189 -46%
FWIA
33
Fort Washington Investment Advisors
Ohio
$367K
GTAM
34
Global Trust Asset Management
Florida
$354K
CA
35
Clearstead Advisors
Ohio
$352K
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$350K +$335K +8,944 New
AWA
37
Arkadios Wealth Advisors
Georgia
$346K -$35.4K -946 -10%
MML Investors Services
38
MML Investors Services
Massachusetts
$344K -$740K -19,772 -69%
TFS
39
Thoroughbred Financial Services
Tennessee
$342K
SOS
40
Silver Oak Securities
Tennessee
$332K -$30.5K -815 -9%
Wolverine Trading
41
Wolverine Trading
Illinois
$306K -$1.07M -28,552 -78%
CA
42
Cambridge Advisors
Nebraska
$294K
LNC
43
Lincoln National Corp
Pennsylvania
$290K +$22.4K +598 +9%
AFP
44
Ausdal Financial Partners
Iowa
$269K
HI
45
Harbour Investments
Wisconsin
$268K
RJFSA
46
Raymond James Financial Services Advisors
Florida
$240K -$5.31K -142 -2%
HighTower Advisors
47
HighTower Advisors
Illinois
$222K +$212K +5,670 New
WS
48
Wedbush Securities
California
$206K +$197K +5,265 New
CFCI
49
Comprehensive Financial Consultants Institutional
Indiana
$201K +$192K +5,130 New
ASN
50
Advisory Services Network
Georgia
$200K

NOCT Hedge Fund Activity: Q1 2023 in Review

62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF October (NOCT) for Q1 2023, worth a combined $36.7M — down 20% from $45.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NOCT positions and 5 closed out — a net gain of 4 holders — while 9 added to existing stakes and 23 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.39M. The largest seller was Gradient Investments, cutting an estimated $8.88M.

  • 62 institutional investors held Innovator Growth-100 Power Buffer ETF October (NOCT) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $36.7M of Innovator Growth-100 Power Buffer ETF October stock for Q1 2023, down 20% quarter-over-quarter.
  • 9 funds opened new Innovator Growth-100 Power Buffer ETF October positions in Q1 2023 and 5 closed out, a net change of +4 holders.
  • The largest Innovator Growth-100 Power Buffer ETF October buyer in Q1 2023 was Susquehanna International Group, an estimated $1.39M added.
  • The largest Innovator Growth-100 Power Buffer ETF October seller in Q1 2023 was Gradient Investments, an estimated $8.88M sold.

Based on aggregated 13F filings for Q1 2023.