We are live on ! Find out more
POCT icon

Innovator US Equity Power Buffer ETF October
POCT

167 hedge funds and large institutions have $605M invested in Innovator US Equity Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 71 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

860% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 5

154% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 28

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

83% more capital invested

Capital invested by funds: $330M → $605M (+$275M)

33% more funds holding

Funds holding: 126 → 167 (+41)

6.2% less ownership

Funds ownership: 83.05% → 76.85% (-6.2%)

Holders
167
Holders Change
+41
Holders Change %
+32.54%
% of All Funds
2.43%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
48
Increased
71
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
+$91.4M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$24.4M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10.4M
5
TC
TownSquare Capital
Utah
+$8.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$8.81M
2
EWM
Elmwood Wealth Management
California
-$1.81M
3
AAS
Avantax Advisory Services
Texas
-$942K
4
AAM
American Asset Management
Florida
-$824K
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$792K
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
76
Valmark Advisers
Ohio
$953K +$22.7K +651 +3%
USCWA
77
U.S. Capital Wealth Advisors
Texas
$947K -$94K -2,697 -9%
CHC
78
City Holding Co
West Virginia
$945K -$66.8K -1,918 -7%
SB
79
Strategic Blueprint
Georgia
$880K -$58.1K -1,668 -6%
BA
80
Bellwether Advisors
Nebraska
$870K – – –
BFA
81
Beacon Financial Advisory
Ohio
$867K -$32K -920 -4%
W
82
WorthPointe
California
$856K +$345K +9,906 +72%
FA
83
FSA Advisors
Michigan
$850K +$820K +23,525 New
OIA
84
OneDigital Investment Advisors
Kansas
$827K +$174K +5,000 +28%
SVWAG
85
Sound View Wealth Advisors Group
Georgia
$791K -$5.09K -146 -0.7%
AAS
86
Avantax Advisory Services
Texas
$772K -$942K -27,039 -56%
CWG
87
Cornerstone Wealth Group
North Carolina
$764K -$147K -4,211 -17%
EWM
88
Elmwood Wealth Management
California
$727K -$1.81M -51,840 -72%
TFS
89
Thoroughbred Financial Services
Tennessee
$689K +$665K +19,087 New
FFA
90
Fragasso Financial Advisors
Pennsylvania
$668K +$82.2K +2,359 +15%
SAG
91
SageView Advisory Group
California
$618K – – –
NFG
92
Nations Financial Group
Iowa
$617K +$173K +4,975 +41%
WCM
93
Weaver Capital Management
Georgia
$601K +$580K +16,640 New
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$588K -$278K -7,977 -33%
CNWM
95
Clay Northam Wealth Management
California
$584K +$20.9K +600 +4%
IFG
96
Independent Financial Group
California
$527K +$52.3K +1,500 +11%
AF
97
Advisornet Financial
Minnesota
$526K +$27.3K +783 +6%
CFP
98
Cypress Financial Planning
New Jersey
$521K -$121K -3,463 -19%
LIWM
99
Long Island Wealth Management
New York
$503K +$485K +13,925 New
AAP
100
Arax Advisory Partners
Colorado
$472K +$61.6K +1,767 +16%
2 3
4
5 6

POCT Hedge Fund Activity: Q4 2023 in Review

167 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q4 2023, worth a combined $605M — up 83% from $330M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new POCT positions and 5 closed out — a net gain of 43 holders — while 71 added to existing stakes and 28 trimmed.

The largest buyer was Stuart Chaussee & Associates, opening a new position worth an estimated $91.4M. The largest seller was AllianceBernstein, cutting an estimated $8.81M.

  • 167 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q4 2023, up from 126 in Q3 2023.
  • Funds reported $605M of Innovator US Equity Power Buffer ETF October stock for Q4 2023, up 83% quarter-over-quarter.
  • 48 funds opened new Innovator US Equity Power Buffer ETF October positions in Q4 2023 and 5 closed out, a net change of +43 holders.
  • The largest Innovator US Equity Power Buffer ETF October buyer in Q4 2023 was Stuart Chaussee & Associates, an estimated $91.4M added.
  • The largest Innovator US Equity Power Buffer ETF October seller in Q4 2023 was AllianceBernstein, an estimated $8.81M sold.

Based on aggregated 13F filings for Q4 2023.