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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
CWS
101
Cypress Wealth Services
California
$413K
FFA
102
Fragasso Financial Advisors
Pennsylvania
$406K
NF
103
Nikulski Financial
Iowa
$402K
MA
104
Mutual Advisors
Nebraska
$380K -$23.2K -747 -6%
AFP
105
Ausdal Financial Partners
Iowa
$378K
VWA
106
V Wealth Advisors
Kansas
$377K -$20.5K -660 -5%
WP
107
WealthSource Partners
California
$364K
VBFG
108
Vishria Bird Financial Group
Tennessee
$355K -$20.3K -654 -6%
AAP
109
Arax Advisory Partners
Colorado
$348K -$2.94K -95 -0.9%
CRWM
110
Castle Rock Wealth Management
California
$339K
BMM
111
Berkshire Money Management
Massachusetts
$338K -$13.6M -438,743 -98%
AAS
112
Ameritas Advisory Services
Nebraska
$337K
VWA
113
Visionary Wealth Advisors
Illinois
$329K -$160K -5,150 -33%
PWMG
114
Pinnacle Wealth Management Group
Michigan
$329K
CA
115
Corrado Advisors
New Jersey
$311K -$3.84K -124 -1%
MW
116
Marcum Wealth
Ohio
$304K
WCG
117
Weaver Consulting Group
California
$287K -$75.2K -2,426 -21%
BFEC
118
Benjamin F. Edwards & Company
Missouri
$276K +$114K +3,693 +73%
RA
119
RFG Advisory
Alabama
$269K +$264K +8,500 New
XF
120
XML Financial
Maryland
$253K
MPCL
121
My Personal CFO LLC
Washington
$238K +$185K +5,965 +384%
SPIA
122
Steward Partners Investment Advisory
New York
$226K
MW
123
MBL Wealth
North Carolina
$223K -$289K -9,315 -57%
ML
124
McAdam LLC
Pennsylvania
$216K +$212K +6,838 New
AWM
125
Apollon Wealth Management
South Carolina
$207K +$203K +6,533 New

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.