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Innovator US Equity Power Buffer ETF October
POCT

175 hedge funds and large institutions have $457M invested in Innovator US Equity Power Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 80 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

2% more funds holding

Funds holding: 171 → 175 (+4)

1.39% less ownership

Funds ownership: 78.21% → 76.82% (-1.4%)

20% less capital invested

Capital invested by funds: $573M → $457M (-$115M)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

75% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 80

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.53%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
19
Increased
20
Reduced
80
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$7.01M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$5.93M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$5.2M
4
PCM
Penserra Capital Management
California
+$1.52M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.52M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$94.7M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$10.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.24M
4
LNC
Lincoln National Corp
Pennsylvania
-$3.04M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$4.84M +$1.47M +38,986 +45%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$4.63M -$1.86M -49,244 -29%
CA
28
CoreCap Advisors
Michigan
$4.62M -$111K -2,949 -2%
W
29
WPWealth
Texas
$4.53M -$2.4M -63,643 -35%
Truist Financial
30
Truist Financial
North Carolina
$4.07M +$33.8K +895 +0.8%
CW
31
CreativeOne Wealth
Kansas
$4.03M -$159K -4,220 -4%
SMAM
32
Sugar Maple Asset Management
Wisconsin
$3.95M +$250K +6,632 +7%
SCA
33
Stuart Chaussee & Associates
California
$3.81M -$94.7M -2,508,089 -96%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$3.7M -$170K -4,506 -4%
William Blair & Company
35
William Blair & Company
Illinois
$3.43M – – –
KWM
36
KFG Wealth Management
Indiana
$3.14M -$187K -4,957 -6%
NA
37
NewEdge Advisors
Louisiana
$3.04M +$7.1K +188 +0.2%
PWA
38
Pillar Wealth Advisors
Pennsylvania
$2.89M -$954K -25,269 -25%
EWM
39
Elmwood Wealth Management
California
$2.75M -$273K -7,217 -9%
MFG
40
MTM Financial Group
Pennsylvania
$2.49M – – –
WA
41
Wealth Alliance
New York
$2.28M – – –
TSW
42
Three Seasons Wealth
Utah
$2.26M – – –
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.16M -$274K -7,250 -11%
TC
44
TownSquare Capital
Utah
$2.15M -$550K -14,557 -21%
RA
45
RFG Advisory
Alabama
$2.13M +$192K +5,073 +10%
BWM
46
BCS Wealth Management
Tennessee
$2.01M -$333K -8,822 -14%
Cerity Partners
47
Cerity Partners
New York
$1.97M +$391K +10,350 +25%
CIA
48
Cape Investment Advisory
Georgia
$1.96M -$2.83K -75 -0.1%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.92M +$1.38M +36,482 +269%
DI
50
Diligent Investors
California
$1.9M -$7.55K -200 -0.4%
1
2
3 4 5

POCT Hedge Fund Activity: Q2 2024 in Review

175 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q2 2024, worth a combined $457M — down 20% from $573M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new POCT positions and 11 closed out — a net gain of 8 holders — while 20 added to existing stakes and 80 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $7.01M. The largest seller was Stuart Chaussee & Associates, cutting an estimated $94.7M.

  • 175 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q2 2024, up from 171 in Q1 2024.
  • Funds reported $457M of Innovator US Equity Power Buffer ETF October stock for Q2 2024, down 20% quarter-over-quarter.
  • 19 funds opened new Innovator US Equity Power Buffer ETF October positions in Q2 2024 and 11 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Power Buffer ETF October buyer in Q2 2024 was Kestra Advisory Services, an estimated $7.01M added.
  • The largest Innovator US Equity Power Buffer ETF October seller in Q2 2024 was Stuart Chaussee & Associates, an estimated $94.7M sold.

Based on aggregated 13F filings for Q2 2024.