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Innovator US Equity Power Buffer ETF October
POCT

107 hedge funds and large institutions have $287M invested in Innovator US Equity Power Buffer ETF October in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

86% more capital invested

Capital invested by funds: $154M → $287M (+$132M)

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

51.16% more ownership

Funds ownership: 68.71% → 119.87% (+51%)

23% more funds holding

Funds holding: 87 → 107 (+20)

Holders
107
Holders Change
+20
Holders Change %
+22.99%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
25
Increased
36
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$55.9M
2
BCM
Brookstone Capital Management
Illinois
+$26.6M
3
PCS
Personal CFO Solutions
New Jersey
+$13.9M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.5M
5
BMM
Berkshire Money Management
Massachusetts
+$12.2M

Top Sellers

1
TW
Transform Wealth
Colorado
-$24.6M
2
MW
MBL Wealth
North Carolina
-$4.24M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.04M
4
GCP
Gill Capital Partners
Colorado
-$1.38M
5
CHC
City Holding Co
West Virginia
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
CoreCap Advisors
Michigan
$1.73M +$567K +19,626 +48%
BPA
27
Beacon Pointe Advisors
California
$1.67M +$535K +18,492 +46%
RIS
28
Retirement Income Solutions
Michigan
$1.61M – – –
KAS
29
Kestra Advisory Services
Texas
$1.55M +$548K +18,959 +54%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.47M -$3.04M -105,097 -67%
MFG
31
MTM Financial Group
Pennsylvania
$1.38M -$32.3K -1,116 -2%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.34M +$285K +9,874 +27%
ICG
33
InterOcean Capital Group
Tennessee
$1.26M +$98.3K +3,401 +8%
BFC
34
Bedel Financial Consulting
Indiana
$1.24M +$863K +29,840 +245%
BA
35
Bellwether Advisors
Nebraska
$1.21M – – –
MA
36
MAS Advisors
Florida
$1.09M +$1.11M +38,240 New
FANJ
37
Financial Architects (New Jersey)
New Jersey
$1.05M +$1.06M +36,769 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$1.03M -$20.4K -706 -2%
CCM
39
Covington Capital Management
California
$1M -$57.8K -2,000 -5%
DI
40
Diligent Investors
California
$980K – – –
MML Investors Services
41
MML Investors Services
Massachusetts
$965K +$270K +9,329 +38%
SWM
42
Spire Wealth Management
Virginia
$928K -$63.3K -2,189 -6%
ETIA
43
Epic Trust Investment Advisors
Washington
$906K – – –
SWM
44
Sugarloaf Wealth Management
Georgia
$879K – – –
SWA
45
Stratos Wealth Advisors
Ohio
$847K -$15.9K -549 -2%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$825K -$16.2K -560 -2%
CWG
47
Cornerstone Wealth Group
North Carolina
$820K -$30.9K -1,070 -4%
CA
48
Cetera Advisors
Colorado
$811K +$7.55K +261 +0.9%
BWM
49
BCS Wealth Management
Tennessee
$759K – – –
TFS
50
Thoroughbred Financial Services
Tennessee
$744K +$752K +26,006 New
1
2
3 4 5

POCT Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q3 2022, worth a combined $287M — up 86% from $154M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new POCT positions and 5 closed out — a net gain of 20 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $55.9M. The largest seller was Transform Wealth, cutting an estimated $24.6M.

  • 107 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q3 2022, up from 87 in Q2 2022.
  • Funds reported $287M of Innovator US Equity Power Buffer ETF October stock for Q3 2022, up 86% quarter-over-quarter.
  • 25 funds opened new Innovator US Equity Power Buffer ETF October positions in Q3 2022 and 5 closed out, a net change of +20 holders.
  • The largest Innovator US Equity Power Buffer ETF October buyer in Q3 2022 was AllianceBernstein, an estimated $55.9M added.
  • The largest Innovator US Equity Power Buffer ETF October seller in Q3 2022 was Transform Wealth, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2022.