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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
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$471K +$90.1K +2,586 +25%
AWA
102
Arete Wealth Advisors
Illinois
$467K +$451K +12,936 New
CAG
103
Compass Advisory Group
New York
$462K +$25.3K +725 +6%
CFS
104
CRA Financial Services
New Jersey
$459K +$162K +4,645 +58%
NF
105
Nikulski Financial
Iowa
$454K – – –
CVA
106
Central Valley Advisors
California
$451K +$435K +12,476 New
CA
107
Continuum Advisory
Idaho
$441K +$425K +12,206 New
AA
108
Advisory Alpha
Michigan
$438K +$422K +12,116 New
MW
109
Marcum Wealth
Ohio
$428K +$77.6K +2,228 +23%
RPGK
110
Retirement Planning Group (Kansas)
Kansas
$427K – – –
Betterment LLC
111
Betterment LLC
New York
$407K -$26.9K -773 -6%
WWA
112
WCG Wealth Advisors
Nevada
$407K -$22.3K -641 -5%
VBFG
113
Vishria Bird Financial Group
Tennessee
$405K – – –
MA
114
Mutual Advisors
Nebraska
$402K -$27.3K -784 -7%
VWA
115
Visionary Wealth Advisors
Illinois
$399K +$385K +11,041 New
PWMG
116
Pinnacle Wealth Management Group
Michigan
$390K – – –
CCM
117
Coldstream Capital Management
Washington
$381K +$367K +10,535 New
KWM
118
Kingsview Wealth Management
Oregon
$378K -$871 -25 -0.2%
GCP
119
Gill Capital Partners
Colorado
$376K +$20.7K +594 +6%
SS
120
Sunbelt Securities
Texas
$361K – – –
MPCL
121
My Personal CFO LLC
Washington
$357K -$33.5K -961 -9%
KWS
122
Keystone Wealth Services
California
$348K +$336K +9,644 New
SWP
123
Summit Wealth Partners
Florida
$335K +$323K +9,261 New
WCG
124
Weaver Consulting Group
California
$331K +$319K +9,168 New
CAC
125
Certified Advisory Corp
Florida
$330K +$319K +9,148 New
3 4
5
6 7

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.