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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
OCM
76
Orion Capital Management
California
$1.03M – – –
FCFC
77
First Commonwealth Financial Corp
Pennsylvania
$1M – – –
Jane Street
78
Jane Street
New York
$993K +$976K +26,495 New
VA
79
Valmark Advisers
Ohio
$989K – – –
FFN
80
Focus Financial Network
Minnesota
$989K -$42.3K -1,148 -4%
CHC
81
City Holding Co
West Virginia
$933K -$47.5K -1,290 -5%
CWG
82
Cornerstone Wealth Group
North Carolina
$921K +$126K +3,431 +16%
BA
83
Bellwether Advisors
Nebraska
$903K – – –
BFA
84
Beacon Financial Advisory
Ohio
$900K – – –
NB
85
Nicolet Bankshares
Wisconsin
$893K +$877K +23,818 New
W
86
WorthPointe
California
$889K – – –
SB
87
Strategic Blueprint
Georgia
$879K -$34.2K -928 -4%
FA
88
FSA Advisors
Michigan
$877K -$4.64K -126 -0.5%
OIA
89
OneDigital Investment Advisors
Kansas
$859K – – –
USCWA
90
U.S. Capital Wealth Advisors
Texas
$838K -$143K -3,870 -15%
AAS
91
Avantax Advisory Services
Texas
$778K -$22.8K -620 -3%
SAG
92
SageView Advisory Group
California
$746K +$103K +2,806 +17%
SVWAG
93
Sound View Wealth Advisors Group
Georgia
$730K -$89.5K -2,430 -11%
CFP
94
Cypress Financial Planning
New Jersey
$697K +$149K +4,054 +28%
FFA
95
Fragasso Financial Advisors
Pennsylvania
$693K – – –
AWS
96
Atria Wealth Solutions
New York
$665K -$630K -17,100 -49%
TFS
97
Thoroughbred Financial Services
Tennessee
$647K -$66.9K -1,815 -10%
NFG
98
Nations Financial Group
Iowa
$640K – – –
WCM
99
Weaver Capital Management
Georgia
$623K -$516 -14 -0.1%
CNWM
100
Clay Northam Wealth Management
California
$606K – – –
2 3
4
5 6

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.