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Innovator US Equity Power Buffer ETF October

57 hedge funds and large institutions have $62.1M invested in Innovator US Equity Power Buffer ETF October in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

21% more funds holding

Funds holding: 4757 (+10)

4.83% less ownership

Funds ownership: 40.1%35.27% (-4.8%)

41% less capital invested

Capital invested by funds: $105M → $62.1M (-$43.1M)

64% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 22

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
8
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
26
Chicago Partners Investment Group
Illinois
$563K -$175K -6,772 -24%
WCG
27
Weaver Consulting Group
California
$515K -$1.42M -54,649 -74%
LWA
28
Lineweaver Wealth Advisors
Ohio
$501K
BRWM
29
B. Riley Wealth Management
Tennessee
$420K +$5.1K +197 +1%
Truist Financial
30
Truist Financial
North Carolina
$392K
Jane Street
31
Jane Street
New York
$391K +$112K +4,322 +41%
LPL Financial
32
LPL Financial
California
$368K -$25.9K -1,000 -7%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$356K -$1.11M -42,685 -76%
Wolverine Trading
34
Wolverine Trading
Illinois
$344K +$338K +13,072 New
IA
35
IFP Advisors
Florida
$316K
Goldman Sachs
36
Goldman Sachs
New York
$301K +$295K +11,403 New
CA
37
Cetera Advisors
Colorado
$295K +$289K +11,156 New
GT
38
Glenmede Trust
Pennsylvania
$264K +$259K +10,020 New
XF
39
XML Financial
Maryland
$246K -$59.9K -2,312 -20%
BWM
40
BCS Wealth Management
Tennessee
$241K +$236K +9,124 New
WIA
41
World Investment Advisors
California
$220K
LJAC
42
L.J. Altfest & Co
New York
$211K -$387K -14,940 -65%
NFG
43
Next Financial Group
Texas
$181K -$178K -6,878 -50%
CFA
44
Carroll Financial Associates
North Carolina
$152K +$149K +5,769 New
SFSG
45
Stearns Financial Services Group
North Carolina
$101K +$99.3K +3,834 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$77K +$75.4K +2,912 New
CA
47
Clearstead Advisors
Ohio
$62K
VFA
48
Valeo Financial Advisors
Indiana
$54K
BFC
49
Bedel Financial Consulting
Indiana
$51K +$24.5K +948 +95%
LFG
50
Larson Financial Group
Missouri
$50K +$36.6K +1,413 +296%

POCT Hedge Fund Activity: Q3 2020 in Review

57 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q3 2020, worth a combined $62.1M — down 41% from $105M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new POCT positions and 7 closed out — a net gain of 10 holders — while 8 added to existing stakes and 22 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $2.23M. The largest seller was Round Table Services, cutting an estimated $20M.

  • 57 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q3 2020, up from 47 in Q2 2020.
  • Funds reported $62.1M of Innovator US Equity Power Buffer ETF October stock for Q3 2020, down 41% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Power Buffer ETF October positions in Q3 2020 and 7 closed out, a net change of +10 holders.
  • The largest Innovator US Equity Power Buffer ETF October buyer in Q3 2020 was Penserra Capital Management, an estimated $2.23M added.
  • The largest Innovator US Equity Power Buffer ETF October seller in Q3 2020 was Round Table Services, an estimated $20M sold.

Based on aggregated 13F filings for Q3 2020.