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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
OWA
76
Outlook Wealth Advisors
Texas
$723K -$236K -7,620 -25%
SB
77
Strategic Blueprint
Georgia
$675K +$156K +5,018 +31%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$671K -$26.1K -841 -4%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$641K +$628K +20,261 New
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$641K -$17.6K -567 -3%
CFP
81
Cypress Financial Planning
New Jersey
$608K +$594K +19,173 New
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$606K -$217K -6,990 -27%
IA
83
IFP Advisors
Florida
$588K -$628K -20,253 -46%
NA
84
NewEdge Advisors
Louisiana
$579K
MCM
85
MAI Capital Management
Ohio
$579K -$479K -15,445 -46%
CWG
86
Crown Wealth Group
North Carolina
$576K -$3.84M -123,928 -87%
DFA
87
DHJJ Financial Advisors
Illinois
$557K -$1.55K -50 -0.3%
CFS
88
CRA Financial Services
New Jersey
$528K -$529K -17,050 -51%
KWM
89
Kingsview Wealth Management
Oregon
$524K -$3.1K -100 -0.6%
CF
90
Centaurus Financial
California
$519K +$508K +16,394 New
CAL
91
Capital Analysts LLC
Pennsylvania
$513K -$67K -2,160 -12%
RJA
92
Raymond James & Associates
Florida
$500K -$49.4K -1,593 -9%
MHS
93
M Holdings Securities
Oregon
$499K
CNWM
94
Clay Northam Wealth Management
California
$492K -$29.3K -945 -6%
SOS
95
Silver Oak Securities
Tennessee
$445K -$31.1K -1,004 -7%
SS
96
Sunbelt Securities
Texas
$443K +$2.63K +85 +0.6%
Betterment LLC
97
Betterment LLC
New York
$433K -$6.57K -212 -2%
AF
98
Advisornet Financial
Minnesota
$424K
CAG
99
Compass Advisory Group
New York
$414K
IFG
100
Independent Financial Group
California
$414K

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.