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Innovator US Equity Power Buffer ETF October

146 hedge funds and large institutions have $348M invested in Innovator US Equity Power Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

0% more funds holding

Funds holding: 146146 (0)

4.95% less ownership

Funds ownership: 74.79%69.84% (-4.9%)

29% less capital invested

Capital invested by funds: $493M → $348M (-$145M)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

65% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 66

Holders
146
Holders Change
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
14
Increased
23
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.39M +$46.3K +1,493 +2%
KAS
27
Kestra Advisory Services
Texas
$2.2M -$49K -1,581 -2%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$2.17M +$863K +27,826 +68%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.98M +$203K +6,553 +12%
SFG
30
Steward Financial Group
Texas
$1.93M -$4.83M -155,664 -72%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.92M -$325K -10,473 -15%
MFG
32
MTM Financial Group
Pennsylvania
$1.92M -$11.6K -375 -0.6%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.89M +$1.85M +59,629 New
BWM
34
BCS Wealth Management
Tennessee
$1.78M
SAG
35
SageView Advisory Group
California
$1.7M -$427K -13,773 -20%
WA
36
Wealth Alliance
New York
$1.7M
CAN
37
Cetera Advisor Networks
California
$1.62M -$1.37M -44,169 -46%
KWS
38
Keystone Wealth Services
California
$1.57M
FCFC
39
First Commonwealth Financial Corp
Pennsylvania
$1.55M -$1.67K -54 -0.1%
SEP
40
Southland Equity Partners
Missouri
$1.53M -$48.9M -1,576,576 -97%
LPL Financial
41
LPL Financial
California
$1.52M
IAIM
42
International Assets Investment Management
Florida
$1.42M +$1.39M +44,934 New
RIS
43
Retirement Income Solutions
Michigan
$1.38M +$83.2K +2,684 +7%
Cerity Partners
44
Cerity Partners
New York
$1.34M -$35.7K -1,150 -3%
BA
45
Bellwether Advisors
Nebraska
$1.34M
BFC
46
Bedel Financial Consulting
Indiana
$1.32M -$10.8K -347 -0.8%
AAS
47
Avantax Advisory Services
Texas
$1.25M +$53.8K +1,736 +5%
AWS
48
Atria Wealth Solutions
New York
$1.23M -$775 -25 -0.1%
Jane Street
49
Jane Street
New York
$1.22M -$307K -9,907 -20%
Citadel Advisors
50
Citadel Advisors
Florida
$1.15M +$355K +11,464 +46%

POCT Hedge Fund Activity: Q1 2023 in Review

146 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q1 2023, worth a combined $348M — down 29% from $493M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new POCT positions and 12 closed out — a net gain of 2 holders — while 23 added to existing stakes and 66 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $5.03M. The largest seller was Southland Equity Partners, cutting an estimated $48.9M.

  • 146 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $348M of Innovator US Equity Power Buffer ETF October stock for Q1 2023, down 29% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF October positions in Q1 2023 and 12 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Power Buffer ETF October buyer in Q1 2023 was Old Mission Capital, an estimated $5.03M added.
  • The largest Innovator US Equity Power Buffer ETF October seller in Q1 2023 was Southland Equity Partners, an estimated $48.9M sold.

Based on aggregated 13F filings for Q1 2023.