Innovator US Equity Power Buffer ETF October
POCT
31 hedge funds and large institutions have $115M invested in Innovator US Equity Power Buffer ETF October in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 0 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
409% more capital invested
Capital invested by funds: $22.6M → $115M (+$92.5M)
55% more funds holding
Funds holding: 20 → 31 (+11)
86.83% less ownership
Funds ownership: 146.57% → 59.74% (-87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$37.4M |
| 2 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$17.9M |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
+$10.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$6.14M |
| 5 |
BCM
Beck Capital Management
Austin,
Texas
|
+$4.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$71K |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWG
26
Cornerstone Wealth Group
Huntersville,
North Carolina
| $271K | +$268K | +10,838 | New |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $163K | +$161K | +6,523 | New |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $151K | +$150K | +6,049 | New |
|
|
GEA
29
Glen Eagle Advisors
Kingston,
New Jersey
| $27.5K | – | – | – |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $10K | – | – | – |
|
|
BRWM
31
B. Riley Wealth Management
Memphis,
Tennessee
| $437 | +$432K | +17,442 | New |
|
|
CA
32
Cetera Advisors
Denver,
Colorado
| – | -$71K | -2,920 | Closed |
|
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -135 | Closed |
|
POCT Hedge Fund Activity: Q2 2019 in Review
31 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q2 2019, worth a combined $115M — up 409% from $22.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new POCT positions and 2 closed out — a net gain of 11 holders — while 13 added to existing stakes and 0 trimmed.
The largest buyer was Round Table Services, adding an estimated $37.4M. The largest seller was Cetera Advisors, exiting entirely with an estimated $71K sold.
- 31 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q2 2019, up from 20 in Q1 2019.
- Funds reported $115M of Innovator US Equity Power Buffer ETF October stock for Q2 2019, up 409% quarter-over-quarter.
- 13 funds opened new Innovator US Equity Power Buffer ETF October positions in Q2 2019 and 2 closed out, a net change of +11 holders.
- The largest Innovator US Equity Power Buffer ETF October buyer in Q2 2019 was Round Table Services, an estimated $37.4M added.
- The largest Innovator US Equity Power Buffer ETF October seller in Q2 2019 was Cetera Advisors, an estimated $71K sold.
Based on aggregated 13F filings for Q2 2019.