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Innovator US Equity Power Buffer ETF October

64 hedge funds and large institutions have $72.2M invested in Innovator US Equity Power Buffer ETF October in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.05% more ownership

Funds ownership: 47.85%51.9% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $75.4M → $72.2M (-$3.22M)

4% less funds holding

Funds holding: 6764 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

77% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 31

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
7
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
51
World Investment Advisors
California
$202K +$200K +6,940 New
NFG
52
Next Financial Group
Texas
$154K -$21.5K -745 -12%
IA
53
IFP Advisors
Florida
$150K -$81.7K -2,833 -36%
HI
54
Harbour Investments
Wisconsin
$86K
CA
55
Clearstead Advisors
Ohio
$68K
UBS Group
56
UBS Group
Switzerland
$51K -$25.4K -881 -34%
SB
57
Strategic Blueprint
Georgia
$50K +$49.8K +1,725 New
GEA
58
Glen Eagle Advisors
New Jersey
$32K
HIA
59
Harbor Investment Advisory
Maryland
$28K
SFP
60
Sterling Financial Planning
New Jersey
$18K
GWM
61
Geneos Wealth Management
Colorado
$11K
AAP
62
Arax Advisory Partners
Colorado
$11K +$11K +380 New
SCA
63
Stonebridge Capital Advisors
Minnesota
$5K
CP
64
Castleview Partners
Texas
$5K +$4.67K +162 New
KWM
65
Kingsview Wealth Management
Oregon
-$363K -12,715 Closed
W
66
Wealthquest
Ohio
-$357K -12,527 Closed
BWM
67
BCS Wealth Management
Tennessee
-$268K -9,407 Closed
VFA
68
Valeo Financial Advisors
Indiana
-$58K -2,050 Closed
FCM
69
Firestone Capital Management
Florida
-$48K -1,700 Closed
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
-$45K -1,565 Closed
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
-$29K -1,000 Closed
GTAM
72
Global Trust Asset Management
Florida
-$29K -1,000 Closed
LFG
73
Larson Financial Group
Missouri
-$14K -477 Closed

POCT Hedge Fund Activity: Q2 2021 in Review

64 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q2 2021, worth a combined $72.2M — down 4.3% from $75.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of POCT and 6 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 7 added.

The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $5.52M. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $1.87M.

  • 64 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q2 2021, down from 67 in Q1 2021.
  • Funds reported $72.2M of Innovator US Equity Power Buffer ETF October stock for Q2 2021, down 4.3% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Power Buffer ETF October positions in Q2 2021 and 9 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Power Buffer ETF October buyer in Q2 2021 was Soltis Investment Advisors, an estimated $5.52M added.
  • The largest Innovator US Equity Power Buffer ETF October seller in Q2 2021 was Valtinson Bruner Financial Planning, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2021.