We are live on ! Find out more
POCT icon

Innovator US Equity Power Buffer ETF October

171 hedge funds and large institutions have $573M invested in Innovator US Equity Power Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

2% more funds holding

Funds holding: 167171 (+4)

1.36% more ownership

Funds ownership: 76.85%78.21% (+1.4%)

5% less capital invested

Capital invested by funds: $605M → $573M (-$32.1M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

71% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 76

Holders
171
Holders Change
+4
Holders Change %
+2.4%
% of All Funds
2.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
17
Increased
22
Reduced
76
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICG
26
InterOcean Capital Group
Tennessee
$5.17M
CAM
27
Cresset Asset Management
Illinois
$4.86M -$14.9K -404 -0.3%
CA
28
CoreCap Advisors
Michigan
$4.63M +$891K +24,193 +24%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$4.55M +$319K +8,656 +8%
CW
30
CreativeOne Wealth
Kansas
$4.11M +$109K +2,962 +3%
Truist Financial
31
Truist Financial
North Carolina
$3.96M -$83.5K -2,267 -2%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$3.79M -$72.1K -1,957 -2%
PWA
33
Pillar Wealth Advisors
Pennsylvania
$3.78M -$3.68K -100 -0.1%
SMAM
34
Sugar Maple Asset Management
Wisconsin
$3.62M +$3.55M +96,501 New
CAN
35
Cetera Advisor Networks
California
$3.37M -$395K -10,734 -11%
William Blair & Company
36
William Blair & Company
Illinois
$3.36M
JP Morgan Chase
37
JP Morgan Chase
New York
$3.31M +$3.25M +88,360 New
MML Investors Services
38
MML Investors Services
Massachusetts
$3.28M +$138K +3,750 +4%
KWM
39
KFG Wealth Management
Indiana
$3.26M +$39.2K +1,065 +1%
LNC
40
Lincoln National Corp
Pennsylvania
$3.04M +$321K +8,723 +12%
NA
41
NewEdge Advisors
Louisiana
$2.97M -$1.4M -37,942 -32%
EWM
42
Elmwood Wealth Management
California
$2.97M +$2.17M +58,995 +293%
CA
43
Cetera Advisors
Colorado
$2.8M +$425K +11,548 +18%
TC
44
TownSquare Capital
Utah
$2.65M -$9.86M -267,743 -79%
BCI
45
Brinker Capital Investments
Pennsylvania
$2.46M -$320K -8,697 -12%
OPS
46
Orion Portfolio Solutions
Nebraska
$2.46M -$320K -8,697 -12%
MFG
47
MTM Financial Group
Pennsylvania
$2.44M +$10.1K +275 +0.4%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$2.38M -$325K -8,832 -12%
BWM
49
BCS Wealth Management
Tennessee
$2.3M -$32.8K -891 -1%
WA
50
Wealth Alliance
New York
$2.23M

POCT Hedge Fund Activity: Q1 2024 in Review

171 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q1 2024, worth a combined $573M — down 5.3% from $605M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new POCT positions and 13 closed out — a net gain of 4 holders — while 22 added to existing stakes and 76 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.67M. The largest seller was Brookstone Capital Management, cutting an estimated $26.6M.

  • 171 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q1 2024, up from 167 in Q4 2023.
  • Funds reported $573M of Innovator US Equity Power Buffer ETF October stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Power Buffer ETF October positions in Q1 2024 and 13 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Power Buffer ETF October buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.67M added.
  • The largest Innovator US Equity Power Buffer ETF October seller in Q1 2024 was Brookstone Capital Management, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2024.