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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
CHC
51
City Holding Co
West Virginia
$1.13M
RPGK
52
Retirement Planning Group (Kansas)
Kansas
$1.13M
SWM
53
Sugarloaf Wealth Management
Georgia
$1.12M
DI
54
Diligent Investors
California
$1.11M
CA
55
Cetera Advisors
Colorado
$1.11M -$107K -3,451 -9%
SWA
56
Stratos Wealth Advisors
Ohio
$1.06M -$20K -645 -2%
KWM
57
KFG Wealth Management
Indiana
$1.06M -$206K -6,647 -17%
CIA
58
Cape Investment Advisory
Georgia
$1.01M +$993K +32,030 New
AWM
59
Axxcess Wealth Management
California
$1,000K -$12.4K -400 -1%
BFA
60
Beacon Financial Advisory
Ohio
$973K
AAM
61
American Asset Management
Florida
$968K -$42.9K -1,385 -4%
ETIA
62
Epic Trust Investment Advisors
Washington
$964K -$3.19K -103 -0.3%
NFG
63
Nations Financial Group
Iowa
$900K -$17.1K -552 -2%
OCM
64
Orion Capital Management
California
$898K -$10K -324 -1%
OIA
65
OneDigital Investment Advisors
Kansas
$897K -$1.08M -34,856 -55%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$893K +$876K +28,241 New
MA
67
MAS Advisors
Florida
$884K -$316K -10,194 -27%
CWG
68
Cornerstone Wealth Group
North Carolina
$862K -$42.7K -1,376 -5%
FFN
69
Focus Financial Network
Minnesota
$862K
AWM
70
Atticus Wealth Management
Florida
$847K
W
71
WorthPointe
California
$827K
TFS
72
Thoroughbred Financial Services
Tennessee
$822K
HighTower Advisors
73
HighTower Advisors
Illinois
$777K -$165K -5,328 -18%
SVWAG
74
Sound View Wealth Advisors Group
Georgia
$762K +$68.3K +2,203 +10%
VA
75
Valmark Advisers
Ohio
$746K -$117K -3,770 -14%

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.