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Innovator Growth-100 Power Buffer ETF October

75 hedge funds and large institutions have $110M invested in Innovator Growth-100 Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

338% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 8

201% more capital invested

Capital invested by funds: $36.5M → $110M (+$73.5M)

39% more funds holding

Funds holding: 5475 (+21)

22.26% more ownership

Funds ownership: 43.38%65.64% (+22%)

Holders
75
Holders Change
+21
Holders Change %
+38.89%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
35
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$280K +$16K +365 +6%
ACM
52
Arlington Capital Management
Illinois
$265K +$4.35K +99 +2%
CAL
53
Capital Analysts LLC
Pennsylvania
$261K -$35.8K -814 -13%
SFA
54
Sequoia Financial Advisors
Ohio
$260K +$35.6K +811 +17%
MCM
55
MAI Capital Management
Ohio
$256K +$245K +5,580 New
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$255K
Goldman Sachs
57
Goldman Sachs
New York
$243K +$233K +5,303 New
WS
58
Wedbush Securities
California
$241K
AWA
59
Arete Wealth Advisors
Illinois
$238K +$228K +5,189 New
PCS
60
Personal CFO Solutions
New Jersey
$237K +$227K +5,171 New
FA
61
FSA Advisors
Michigan
$236K +$226K +5,147 New
LEFP
62
Leading Edge Financial Planning
Tennessee
$227K +$217K +4,948 New
BWM
63
BCS Wealth Management
Tennessee
$225K +$216K +4,910 New
PIAS
64
PCA Investment Advisory Services
Ohio
$215K +$207K +4,700 New
IA
65
IFP Advisors
Florida
$206K +$36.9K +839 +23%
AIC
66
Archer Investment Corporation
Indiana
$184K
SPIA
67
Steward Partners Investment Advisory
New York
$174K +$105K +2,386 +169%
PS
68
Principal Securities
Iowa
$168K +$161K +3,660 New
AF
69
Advisornet Financial
Minnesota
$146K +$60.1K +1,368 +75%
FA
70
Faithward Advisors
Pennsylvania
$47.8K +$44.9K +1,022 New
HGERS
71
Householder Group Estate & Retirement Specialist
Arizona
$23K +$22.5K +512 New
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$16.5K
AssetMark Inc
73
AssetMark Inc
California
$13.9K +$13.3K +303 New
CJ
74
Caitlin John
Michigan
$7.19K +$6.9K +157 New
VWM
75
Venturi Wealth Management
Texas
$1.51K +$1.45K +33 New

NOCT Hedge Fund Activity: Q4 2023 in Review

75 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF October (NOCT) for Q4 2023, worth a combined $110M — up 201% from $36.5M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NOCT positions and 3 closed out — a net gain of 21 holders — while 35 added to existing stakes and 8 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $42.6M. The largest seller was Clearstead Advisors, cutting an estimated $396K.

  • 75 institutional investors held Innovator Growth-100 Power Buffer ETF October (NOCT) as of Q4 2023, up from 54 in Q3 2023.
  • Funds reported $110M of Innovator Growth-100 Power Buffer ETF October stock for Q4 2023, up 201% quarter-over-quarter.
  • 24 funds opened new Innovator Growth-100 Power Buffer ETF October positions in Q4 2023 and 3 closed out, a net change of +21 holders.
  • The largest Innovator Growth-100 Power Buffer ETF October buyer in Q4 2023 was Osaic Holdings, an estimated $42.6M added.
  • The largest Innovator Growth-100 Power Buffer ETF October seller in Q4 2023 was Clearstead Advisors, an estimated $396K sold.

Based on aggregated 13F filings for Q4 2023.