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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
RPGK
76
Retirement Planning Group (Kansas)
Kansas
$345K +$348K +12,033 New
KWS
77
Keystone Wealth Services
California
$337K +$88.2K +3,050 +35%
FFA
78
Fragasso Financial Advisors
Pennsylvania
$335K +$338K +11,706 New
AF
79
Advisornet Financial
Minnesota
$330K +$333K +11,510 New
AFP
80
Ausdal Financial Partners
Iowa
$305K +$308K +10,665 New
AAS
81
Ameritas Advisory Services
Nebraska
$302K -$11K -379 -3%
WCG
82
Weaver Consulting Group
California
$291K – – –
NF
83
Nikulski Financial
Iowa
$286K – – –
CFP
84
Cypress Financial Planning
New Jersey
$284K +$25.1K +867 +10%
LPL Financial
85
LPL Financial
California
$274K – – –
CAG
86
Compass Advisory Group
New York
$267K – – –
SB
87
Strategic Blueprint
Georgia
$266K +$268K +9,281 New
AC
88
Applied Capital
Arkansas
$263K -$79.9K -2,763 -23%
APA
89
American Portfolios Advisors
New York
$253K +$256K +8,845 New
CWS
90
Cypress Wealth Services
California
$251K +$252K +8,723 New
BWM
91
BCGM Wealth Management
Indiana
$247K – – –
PWMG
92
Pinnacle Wealth Management Group
Michigan
$239K – – –
CRWM
93
Castle Rock Wealth Management
California
$233K +$14.5K +500 +7%
MW
94
Marcum Wealth
Ohio
$230K +$232K +8,032 New
XF
95
XML Financial
Maryland
$226K – – –
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$207K +$209K +7,215 New
IA
97
IFP Advisors
Florida
$159K +$65.3K +2,257 +54%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$144K – – –
CA
99
Clearstead Advisors
Ohio
$67K – – –
EWA
100
EverSource Wealth Advisors
Alabama
$66K – – –
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.