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Innovator US Equity Power Buffer ETF October
POCT

171 hedge funds and large institutions have $573M invested in Innovator US Equity Power Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

2% more funds holding

Funds holding: 167 → 171 (+4)

1.36% more ownership

Funds ownership: 76.85% → 78.21% (+1.4%)

5% less capital invested

Capital invested by funds: $605M → $573M (-$32.1M)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

71% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 76

Holders
171
Holders Change
+4
Holders Change %
+2.4%
% of All Funds
2.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
17
Increased
22
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.67M
2
KAS
Kestra Advisory Services
Texas
+$3.83M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.25M
4
PCM
Penserra Capital Management
California
+$2.53M
5
EWM
Elmwood Wealth Management
California
+$2.17M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$26.6M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.4M
3
TC
TownSquare Capital
Utah
-$9.86M
4
BWM
Brown Wealth Management
Illinois
-$7.65M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
51
Three Seasons Wealth
Utah
$2.21M – – –
CIA
52
Cape Investment Advisory
Georgia
$1.92M -$57.1K -1,550 -3%
OWA
53
Outlook Wealth Advisors
Texas
$1.89M +$7.37K +200 +0.4%
RA
54
RFG Advisory
Alabama
$1.89M +$1.86M +50,496 New
DI
55
Diligent Investors
California
$1.87M -$18.4K -500 -1%
SEP
56
Southland Equity Partners
Missouri
$1.85M +$298K +8,078 +20%
RJA
57
Raymond James & Associates
Florida
$1.77M -$232K -6,302 -12%
CA
58
Corrado Advisors
New Jersey
$1.69M -$54.6K -1,483 -3%
SPC
59
Sigma Planning Corp
Michigan
$1.64M -$294K -7,991 -15%
AWAG
60
ARS Wealth Advisors Group
Florida
$1.61M – – –
RIS
61
Retirement Income Solutions
Michigan
$1.59M -$48.8K -1,325 -3%
CAL
62
Capital Analysts LLC
Pennsylvania
$1.58M -$25.2K -683 -2%
BFC
63
Bedel Financial Consulting
Indiana
$1.55M -$9.32K -253 -0.6%
Cerity Partners
64
Cerity Partners
New York
$1.54M – – –
CF
65
Centaurus Financial
California
$1.49M -$111K -3,025 -7%
AWM
66
AE Wealth Management
Kansas
$1.45M -$1.88M -51,110 -57%
SWM
67
Sugarloaf Wealth Management
Georgia
$1.38M – – –
IA
68
IFP Advisors
Florida
$1.33M – – –
MCM
69
MAI Capital Management
Ohio
$1.21M -$47.8K -1,297 -4%
BWM
70
Brown Wealth Management
Illinois
$1.19M -$7.65M -207,616 -87%
IAIM
71
International Assets Investment Management
Florida
$1.19M – – –
AWM
72
Axxcess Wealth Management
California
$1.16M – – –
ETIA
73
Epic Trust Investment Advisors
Washington
$1.13M – – –
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M -$10.7K -290 -1%
CRWM
75
Castle Rock Wealth Management
California
$1.09M – – –
1 2
3
4 5

POCT Hedge Fund Activity: Q1 2024 in Review

171 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q1 2024, worth a combined $573M — down 5.3% from $605M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new POCT positions and 13 closed out — a net gain of 4 holders — while 22 added to existing stakes and 76 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.67M. The largest seller was Brookstone Capital Management, cutting an estimated $26.6M.

  • 171 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q1 2024, up from 167 in Q4 2023.
  • Funds reported $573M of Innovator US Equity Power Buffer ETF October stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Power Buffer ETF October positions in Q1 2024 and 13 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Power Buffer ETF October buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.67M added.
  • The largest Innovator US Equity Power Buffer ETF October seller in Q1 2024 was Brookstone Capital Management, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2024.