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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
IFG
101
Independent Financial Group
California
$581K +$32.9K +894 +6%
AF
102
Advisornet Financial
Minnesota
$531K -$14.7K -400 -3%
LIWM
103
Long Island Wealth Management
New York
$522K – – –
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$509K +$500K +13,565 New
AWA
105
Arete Wealth Advisors
Illinois
$485K – – –
CAG
106
Compass Advisory Group
New York
$479K – – –
CVA
107
Central Valley Advisors
California
$468K – – –
NF
108
Nikulski Financial
Iowa
$468K -$3.68K -100 -0.8%
CCAL
109
City Center Advisors LLC
Michigan
$452K +$444K +12,047 New
AA
110
Advisory Alpha
Michigan
$441K -$12.9K -350 -3%
RPGK
111
Retirement Planning Group (Kansas)
Kansas
$441K -$2.06K -56 -0.5%
CA
112
Continuum Advisory
Idaho
$429K -$30.7K -833 -7%
WWA
113
WCG Wealth Advisors
Nevada
$423K – – –
AAS
114
Ameritas Advisory Services
Nebraska
$423K +$415K +11,270 New
VBFG
115
Vishria Bird Financial Group
Tennessee
$421K – – –
MA
116
Mutual Advisors
Nebraska
$417K – – –
AAP
117
Arax Advisory Partners
Colorado
$413K -$74.8K -2,030 -16%
Betterment LLC
118
Betterment LLC
New York
$403K -$18.6K -504 -4%
CFS
119
CRA Financial Services
New Jersey
$401K -$73.7K -2,000 -16%
VWA
120
Visionary Wealth Advisors
Illinois
$395K -$18.4K -500 -5%
CCM
121
Coldstream Capital Management
Washington
$395K – – –
GCP
122
Gill Capital Partners
Colorado
$366K -$21.9K -594 -6%
KWS
123
Keystone Wealth Services
California
$361K -$74 -2 -0%
KWM
124
Kingsview Wealth Management
Oregon
$356K -$35.7K -970 -9%
MPCL
125
My Personal CFO LLC
Washington
$353K -$17.6K -477 -5%
3 4
5
6 7

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.