We are live on ! Find out more
POCT icon

Innovator US Equity Power Buffer ETF October

135 hedge funds and large institutions have $328M invested in Innovator US Equity Power Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.79% less ownership

Funds ownership: 69.84%67.05% (-2.8%)

6% less capital invested

Capital invested by funds: $348M → $328M (-$20.5M)

8% less funds holding

Funds holding: 146135 (-11)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

79% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 68

Holders
135
Holders Change
-11
Holders Change %
-7.53%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
14
Reduced
68
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Cape Investment Advisory
Georgia
$1.07M
KWM
52
KFG Wealth Management
Indiana
$1.05M -$54.7K -1,690 -5%
CA
53
Cetera Advisors
Colorado
$1.05M -$122K -3,780 -11%
BFA
54
Beacon Financial Advisory
Ohio
$1.03M
AWM
55
Axxcess Wealth Management
California
$1.03M -$29.1K -900 -3%
AAM
56
American Asset Management
Florida
$1.02M
ETIA
57
Epic Trust Investment Advisors
Washington
$1.02M
KWS
58
Keystone Wealth Services
California
$937K -$698K -21,585 -44%
FFN
59
Focus Financial Network
Minnesota
$911K -$1.75K -54 -0.2%
AWM
60
Atticus Wealth Management
Florida
$896K
NFG
61
Nations Financial Group
Iowa
$891K -$59.5K -1,840 -6%
TFS
62
Thoroughbred Financial Services
Tennessee
$887K +$16.2K +500 +2%
CWG
63
Cornerstone Wealth Group
North Carolina
$885K -$26.8K -829 -3%
VA
64
Valmark Advisers
Ohio
$861K +$69.2K +2,138 +9%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$859K +$144K +4,451 +21%
BA
66
Bellwether Advisors
Nebraska
$815K -$579K -17,889 -42%
SVWAG
67
Sound View Wealth Advisors Group
Georgia
$806K
IA
68
IFP Advisors
Florida
$800K
OCM
69
Orion Capital Management
California
$779K -$166K -5,116 -18%
FCFC
70
First Commonwealth Financial Corp
Pennsylvania
$749K -$863K -26,686 -54%
HighTower Advisors
71
HighTower Advisors
Illinois
$736K -$79.8K -2,468 -10%
SB
72
Strategic Blueprint
Georgia
$722K +$7.5K +232 +1%
TC
73
TownSquare Capital
Utah
$718K +$694K +21,438 New
CF
74
Centaurus Financial
California
$702K +$148K +4,577 +28%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$678K