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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
WCG
126
Weaver Consulting Group
California
$344K – – –
VF
127
VitalStone Financial
Texas
$343K +$337K +9,147 New
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$320K -$166K -4,500 -34%
AWM
129
Atticus Wealth Management
Florida
$317K – – –
BWM
130
BCGM Wealth Management
Indiana
$316K – – –
SFA
131
Sequoia Financial Advisors
Ohio
$303K – – –
XF
132
XML Financial
Maryland
$300K – – –
ML
133
McAdam LLC
Pennsylvania
$295K – – –
HI
134
Harbour Investments
Wisconsin
$287K – – –
BMM
135
Berkshire Money Management
Massachusetts
$276K +$271K +7,366 New
SPIA
136
Steward Partners Investment Advisory
New York
$267K – – –
AAM
137
American Asset Management
Florida
$261K – – –
TWM
138
Tradition Wealth Management
Minnesota
$247K +$242K +6,576 New
SWP
139
Summit Wealth Partners
Florida
$246K -$99.8K -2,709 -29%
AWM
140
Apollon Wealth Management
South Carolina
$245K – – –
MCM
141
Mitchell Capital Management
Kansas
$241K – – –
APP
142
Avantax Planning Partners
Iowa
$240K +$236K +6,415 New
FFA
143
Florida Financial Advisors
Florida
$237K +$232K +6,312 New
PWMG
144
Pinnacle Wealth Management Group
Michigan
$229K -$173K -4,700 -44%
SS
145
Sunbelt Securities
Texas
$225K -$147K -4,000 -40%
MW
146
MBL Wealth
North Carolina
$225K – – –
FCCM
147
First City Capital Management
Georgia
$218K -$37 -1 -0%
FHC
148
First Heartland Consultants
Missouri
$216K +$212K +5,769 New
WIA
149
World Investment Advisors
California
$214K – – –
DWM
150
Dakota Wealth Management
Florida
$214K – – –
4 5
6
7 8

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.