POCT icon

Innovator US Equity Power Buffer ETF October
POCT

Overview Fund Activity

52 hedge funds and large institutions have $154M invested in Innovator US Equity Power Buffer ETF October in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
+14
Holders Change %
+36.84%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
16
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$14.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$2.4M
3
AG
3
Advisor Group
Arizona
$4.05M
4
OMC
4
Old Mission Capital
Illinois
$1.83M
5
SIA
5
Soltis Investment Advisors
Utah
$1.56M

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$1.83M
2
BCM
2
Beck Capital Management
Texas
$780K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.02M
4
PCS
4
Personal CFO Solutions
New Jersey
$0
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FI
26
FormulaFolio Investments
Michigan
$914K 36,266 -18,182 -33%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$837K 33,225 +33,225 New
FEG
28
Financial Enhancement Group
Indiana
$828K 32,838 +32,838 New
Citadel Advisors
29
Citadel Advisors
Florida
$803K 31,881 +31,881 New
LNC
30
Lincoln National Corp
Pennsylvania
$784K 31,108 +10,476 +51%
BCM
31
Beck Capital Management
Texas
$780K 31,730 -118,192 -79%
CPIG
32
Chicago Partners Investment Group
Illinois
$772K 30,330 -15,987 -35%
SPC
33
Sigma Planning Corp
Michigan
$710K 28,194 -8,521 -23%
IA
34
IFP Advisors
Florida
$594K 23,407 +9,440 +68%
Jane Street
35
Jane Street
New York
$593K 23,519 +13,992 +147%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$563K 22,339 +6,480 +41%
BRWM
37
B. Riley Wealth Management
Tennessee
$445K 17,642 – –
XF
38
XML Financial
Maryland
$352K 13,969 +13,969 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$329K 13,041 +13,041 New
NFG
40
Next Financial Group
Texas
$302K 11,990 +3,467 +41%
MW
41
Marcum Wealth
Ohio
$246K 9,770 +9,770 New
CFA
42
Carroll Financial Associates
North Carolina
$172K 6,841 +6,841 New
VFA
43
Valeo Financial Advisors
Indiana
$52K 2,050 +2,050 New
GWM
44
Geneos Wealth Management
Colorado
$35K 1,410 +1,000 +244%
UBS Group
45
UBS Group
Switzerland
$34K 1,357 -481 -26%
GEA
46
Glen Eagle Advisors
New Jersey
$27.7K 1,100 – –
BFC
47
Bedel Financial Consulting
Indiana
$25K 1,000 +1,000 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$15K 614 +614 New
SHWM
49
Silicon Hills Wealth Management
Texas
$33 2 +2 New
PCS
50
Personal CFO Solutions
New Jersey
– – -41,852 Closed
1
2
3