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Innovator US Equity Power Buffer ETF October
POCT

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: 171 → 175 (+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: 8 → 5 (-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
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$7.01M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$5.93M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$5.2M
4
PCM
Penserra Capital Management
California
+$1.52M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.52M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$94.7M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$10.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.24M
4
LNC
Lincoln National Corp
Pennsylvania
-$3.04M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
101
Old Mission Capital
Illinois
$531K +$524K +13,880 New
TFS
102
Thoroughbred Financial Services
Tennessee
$499K -$160K -4,235 -25%
LIWM
103
Long Island Wealth Management
New York
$499K -$34K -900 -6%
AWA
104
Arete Wealth Advisors
Illinois
$495K – – –
Citadel Advisors
105
Citadel Advisors
Florida
$490K +$483K +12,793 New
CAG
106
Compass Advisory Group
New York
$490K – – –
NF
107
Nikulski Financial
Iowa
$478K – – –
CCAL
108
City Center Advisors LLC
Michigan
$452K – – –
AA
109
Advisory Alpha
Michigan
$451K – – –
AAS
110
Ameritas Advisory Services
Nebraska
$436K +$4.46K +118 +1%
RPGK
111
Retirement Planning Group (Kansas)
Kansas
$434K -$16.3K -431 -4%
CA
112
Continuum Advisory
Idaho
$433K -$2.15K -57 -0.5%
VBFG
113
Vishria Bird Financial Group
Tennessee
$430K – – –
AAP
114
Arax Advisory Partners
Colorado
$422K -$566 -15 -0.1%
CFS
115
CRA Financial Services
New Jersey
$410K – – –
Betterment LLC
116
Betterment LLC
New York
$408K -$3.44K -91 -0.8%
VWA
117
Visionary Wealth Advisors
Illinois
$404K – – –
MA
118
Mutual Advisors
Nebraska
$392K -$35.2K -933 -8%
GCP
119
Gill Capital Partners
Colorado
$376K – – –
MHS
120
M Holdings Securities
Oregon
$349K +$344K +9,107 New
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
$342K +$13.4K +355 +4%
MPCL
122
My Personal CFO LLC
Washington
$341K -$18.4K -488 -5%
WCG
123
Weaver Consulting Group
California
$334K -$17K -450 -5%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$331K +$136K +3,588 +71%
C
125
Certuity
Florida
$327K +$322K +8,530 New
3 4
5
6 7

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.