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Innovator US Equity Power Buffer ETF October

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: 171175 (+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: 85 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
76
Focus Financial Network
Minnesota
$1M -$21.7K -575 -2%
FCFC
77
First Commonwealth Financial Corp
Pennsylvania
$1M -$21.2K -561 -2%
AWM
78
Axxcess Wealth Management
California
$973K -$211K -5,600 -18%
CHC
79
City Holding Co
West Virginia
$945K -$7.93K -210 -0.8%
CWG
80
Cornerstone Wealth Group
North Carolina
$928K -$13K -344 -1%
W
81
WorthPointe
California
$906K -$1.74K -46 -0.2%
FA
82
FSA Advisors
Michigan
$892K -$3.32K -88 -0.4%
SB
83
Strategic Blueprint
Georgia
$885K -$12.3K -325 -1%
OIA
84
OneDigital Investment Advisors
Kansas
$859K -$17.9K -475 -2%
NB
85
Nicolet Bankshares
Wisconsin
$822K -$88.8K -2,350 -10%
SWM
86
Sugarloaf Wealth Management
Georgia
$813K -$585K -15,498 -42%
BA
87
Bellwether Advisors
Nebraska
$795K -$126K -3,327 -14%
AAS
88
Avantax Advisory Services
Texas
$794K -$718 -19 -0.1%
USCWA
89
U.S. Capital Wealth Advisors
Texas
$735K -$119K -3,156 -14%
SVWAG
90
Sound View Wealth Advisors Group
Georgia
$729K -$16.3K -432 -2%
CFP
91
Cypress Financial Planning
New Jersey
$710K -$1.7K -45 -0.2%
FFA
92
Fragasso Financial Advisors
Pennsylvania
$708K
CAL
93
Capital Analysts LLC
Pennsylvania
$699K -$904K -23,936 -57%
AWS
94
Atria Wealth Solutions
New York
$672K -$7.55K -200 -1%
CNWM
95
Clay Northam Wealth Management
California
$611K -$7.55K -200 -1%
IFG
96
Independent Financial Group
California
$593K
SAG
97
SageView Advisory Group
California
$583K -$166K -4,408 -22%
JP Morgan Chase
98
JP Morgan Chase
New York
$582K -$2.76M -73,158 -83%
NFG
99
Nations Financial Group
Iowa
$544K -$109K -2,875 -17%
AF
100
Advisornet Financial
Minnesota
$542K

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.