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Innovator US Equity Power Buffer ETF October
POCT

175 hedge funds and large institutions have $457M invested in Innovator US Equity Power Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 80 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

2% more funds holding

Funds holding: 171 → 175 (+4)

1.39% less ownership

Funds ownership: 78.21% → 76.82% (-1.4%)

20% less capital invested

Capital invested by funds: $573M → $457M (-$115M)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

75% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 80

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.53%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
19
Increased
20
Reduced
80
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$7.01M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$5.93M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$5.2M
4
PCM
Penserra Capital Management
California
+$1.52M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.52M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$94.7M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$10.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.24M
4
LNC
Lincoln National Corp
Pennsylvania
-$3.04M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
51
Southland Equity Partners
Missouri
$1.89M – – –
CB
52
Chris Bulman
California
$1.85M +$1.82M +48,312 New
CA
53
Corrado Advisors
New Jersey
$1.68M -$42.4K -1,122 -2%
AWAG
54
ARS Wealth Advisors Group
Florida
$1.64M – – –
RIS
55
Retirement Income Solutions
Michigan
$1.6M -$20.2K -535 -1%
BFC
56
Bedel Financial Consulting
Indiana
$1.56M -$26.9K -711 -2%
Jane Street
57
Jane Street
New York
$1.51M +$490K +12,964 +49%
CF
58
Centaurus Financial
California
$1.49M -$33.8K -894 -2%
AWM
59
AE Wealth Management
Kansas
$1.43M -$57.7K -1,528 -4%
RJA
60
Raymond James & Associates
Florida
$1.37M -$423K -11,189 -24%
IA
61
IFP Advisors
Florida
$1.36M – – –
BFA
62
Beacon Financial Advisory
Ohio
$1.34M +$415K +11,000 +46%
OWA
63
Outlook Wealth Advisors
Texas
$1.27M -$1.12M -29,639 -59%
JCM
64
Jacobi Capital Management
Pennsylvania
$1.21M +$1.2M +31,714 New
BCI
65
Brinker Capital Investments
Pennsylvania
$1.2M -$1.29M -34,270 -52%
OPS
66
Orion Portfolio Solutions
Nebraska
$1.2M -$1.29M -34,270 -52%
BWM
67
Brown Wealth Management
Illinois
$1.18M -$34.6K -917 -3%
FEM
68
Fulcrum Equity Management
Texas
$1.17M +$1.16M +30,676 New
IAIM
69
International Assets Investment Management
Florida
$1.17M -$42K -1,112 -4%
ETIA
70
Epic Trust Investment Advisors
Washington
$1.16M – – –
MCM
71
MAI Capital Management
Ohio
$1.13M -$103K -2,717 -8%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M -$21.9K -579 -2%
CRWM
73
Castle Rock Wealth Management
California
$1.12M – – –
OCM
74
Orion Capital Management
California
$1.06M – – –
VA
75
Valmark Advisers
Ohio
$1.01M – – –
1 2
3
4 5

POCT Hedge Fund Activity: Q2 2024 in Review

175 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q2 2024, worth a combined $457M — down 20% from $573M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new POCT positions and 11 closed out — a net gain of 8 holders — while 20 added to existing stakes and 80 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $7.01M. The largest seller was Stuart Chaussee & Associates, cutting an estimated $94.7M.

  • 175 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q2 2024, up from 171 in Q1 2024.
  • Funds reported $457M of Innovator US Equity Power Buffer ETF October stock for Q2 2024, down 20% quarter-over-quarter.
  • 19 funds opened new Innovator US Equity Power Buffer ETF October positions in Q2 2024 and 11 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Power Buffer ETF October buyer in Q2 2024 was Kestra Advisory Services, an estimated $7.01M added.
  • The largest Innovator US Equity Power Buffer ETF October seller in Q2 2024 was Stuart Chaussee & Associates, an estimated $94.7M sold.

Based on aggregated 13F filings for Q2 2024.