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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
UBS Group
126
UBS Group
Switzerland
$114K +$84.3K +2,720 +309%
SWA
127
Sutton Wealth Advisors
Florida
$98.6K +$9.95K +321 +11%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$96K +$93.7K +3,022 New
CA
129
Clearstead Advisors
Ohio
$73.7K
EWA
130
EverSource Wealth Advisors
Alabama
$72.5K
HBW
131
Hazlett, Burt & Watson
West Virginia
$68K +$65.9K +2,125 +14,167%
GI
132
Gradient Investments
Minnesota
$66.6K -$21.9M -706,161 -100%
HI
133
Harbour Investments
Wisconsin
$65.6K
JP Morgan Chase
134
JP Morgan Chase
New York
$54.2K
HIA
135
Harbor Investment Advisory
Maryland
$41.4K
CFD
136
Creative Financial Designs
Indiana
$31.6K
WIM
137
WealthPlan Investment Management
Nebraska
$29.7K +$29.1K +938 New
ST
138
Sageworth Trust
Pennsylvania
$27.2K
Morgan Stanley
139
Morgan Stanley
New York
$26.5K
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$24.8K -$6.08M -196,023 -20%
BTI
141
Blue Trust Inc
Georgia
$23K +$23.6K +761 New
GTAM
142
Global Trust Asset Management
Florida
$22.1K
WP
143
WealthPLAN Partners
Nebraska
$10.3K +$10.1K +325 New
SWM
144
Spire Wealth Management
Virginia
$3.38K -$98.1K -3,163 -97%
Wells Fargo
145
Wells Fargo
California
$759
PP
146
PFS Partners
New Jersey
$601 -$9.06M -292,196 -100%
RFG
147
Range Financial Group
Oregon
-$2.62M -87,296 Closed
BMD
148
Better Money Decisions
New Mexico
-$2.28M -75,762 Closed
TW
149
Transform Wealth
Colorado
-$457K -15,202 Closed
SWP
150
Summit Wealth Partners
Florida
-$389K -12,921 Closed

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.