POCT icon

Innovator US Equity Power Buffer ETF October
POCT

Overview Fund Activity

164 hedge funds and large institutions have $602M invested in Innovator US Equity Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 69 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+40
Holders Change %
+32.26%
% of All Funds
2.4%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
47
Increased
69
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Stuart Chaussee & Associates
California
$94.7M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$32.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$34.2M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$13M
5
TC
5
TownSquare Capital
Utah
$12.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$58.9M
2
EWM
2
Elmwood Wealth Management
California
$727K
3
AAS
3
Avantax Advisory Services
Texas
$772K
4
AAM
4
American Asset Management
Florida
$251K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
126
Sequoia Financial Advisors
Ohio
$292K +$64.1K +1,774 +28%
XF
127
XML Financial
Maryland
$289K – – –
ML
128
McAdam LLC
Pennsylvania
$284K +$37.2K +1,029 +15%
HI
129
Harbour Investments
Wisconsin
$276K +$201K +5,576 +269%
SWA
130
Stratos Wealth Advisors
Ohio
$273K -$72.7K -2,012 -21%
SPIA
131
Steward Partners Investment Advisory
New York
$257K – – –
CWG
132
Crown Wealth Group
North Carolina
$252K +$252K +6,978 New
AC
133
Applied Capital
Arkansas
$252K +$252K +6,968 New
AAM
134
American Asset Management
Florida
$251K -$854K -23,655 -77%
AWM
135
Apollon Wealth Management
South Carolina
$236K – – –
MCM
136
Mitchell Capital Management
Kansas
$233K +$233K +6,440 New
MW
137
MBL Wealth
North Carolina
$217K +$36 +1 +0%
FCCM
138
First City Capital Management
Georgia
$210K +$210K +5,820 New
WIA
139
World Investment Advisors
California
$207K +$207K +5,720 New
DWM
140
Dakota Wealth Management
Florida
$206K +$206K +5,700 New
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$193K +$193K +5,352 New
ASN
142
Advisory Services Network
Georgia
$157K +$157K +4,357 New
CPA
143
Clear Point Advisors
New York
$137K +$137K +3,793 New
RCM
144
Raleigh Capital Management
North Carolina
$127K +$127K +3,522 New
PS
145
Principal Securities
Iowa
$123K +$123K +3,392 New
BFEC
146
Benjamin F. Edwards & Company
Missouri
$118K +$114K +3,141 +2,685%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$109K – – –
CA
148
Clearstead Advisors
Ohio
$84.2K -$84.2K -2,330 -50%
EWA
149
EverSource Wealth Advisors
Alabama
$82.8K – – –
WWM
150
Wagner Wealth Management
South Carolina
$72.2K +$72.2K +2,000 New
3 4 5
6
7