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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
VA
51
Valmark Advisers
Ohio
$697K +$85.6K +2,960 +14%
HighTower Advisors
52
HighTower Advisors
Illinois
$684K +$7.05K +244 +1%
LWA
53
Lineweaver Wealth Advisors
Ohio
$650K +$9.08K +314 +2%
BFA
54
Beacon Financial Advisory
Ohio
$642K – – –
FCFC
55
First Commonwealth Financial Corp
Pennsylvania
$586K +$7.29K +252 +1%
AAS
56
Avantax Advisory Services
Texas
$579K +$116K +4,000 +25%
CNWM
57
Clay Northam Wealth Management
California
$559K – – –
CFS
58
CRA Financial Services
New Jersey
$557K -$494K -17,100 -47%
KWM
59
Kingsview Wealth Management
Oregon
$532K +$99.9K +3,454 +23%
WA
60
Wealth Alliance
New York
$516K +$522K +18,040 New
S
61
SignatureFD
Georgia
$488K – – –
Betterment LLC
62
Betterment LLC
New York
$470K – – –
AWS
63
Atria Wealth Solutions
New York
$468K +$227K +7,840 +92%
VWA
64
Visionary Wealth Advisors
Illinois
$451K – – –
VBFP
65
Valtinson Bruner Financial Planning
Minnesota
$420K -$5.96K -206 -1%
AAP
66
Arax Advisory Partners
Colorado
$388K +$21.3K +736 +6%
MA
67
Mutual Advisors
Nebraska
$384K – – –
CAL
68
Capital Analysts LLC
Pennsylvania
$380K +$383K +13,259 New
OCM
69
Orion Capital Management
California
$376K +$380K +13,150 New
IFG
70
Independent Financial Group
California
$375K +$379K +13,095 New
NFG
71
Nations Financial Group
Iowa
$370K – – –
DFA
72
DHJJ Financial Advisors
Illinois
$364K -$8.24K -285 -2%
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$360K -$19.8K -685 -5%
VWA
74
V Wealth Advisors
Kansas
$360K -$1.56K -54 -0.4%
VBFG
75
Vishria Bird Financial Group
Tennessee
$345K – – –
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.