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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
AWM
126
Atticus Wealth Management
Florida
$324K – – –
BWM
127
BCGM Wealth Management
Indiana
$323K – – –
WCM
128
Weaver Capital Management
Georgia
$316K -$317K -8,385 -50%
SFA
129
Sequoia Financial Advisors
Ohio
$310K – – –
XF
130
XML Financial
Maryland
$306K – – –
ML
131
McAdam LLC
Pennsylvania
$301K – – –
HI
132
Harbour Investments
Wisconsin
$293K – – –
SPIA
133
Steward Partners Investment Advisory
New York
$272K – – –
AAM
134
American Asset Management
Florida
$266K – – –
APP
135
Avantax Planning Partners
Iowa
$261K +$14.8K +391 +6%
TWM
136
Tradition Wealth Management
Minnesota
$252K – – –
AWM
137
Apollon Wealth Management
South Carolina
$250K – – –
KWM
138
Kingsview Wealth Management
Oregon
$245K -$117K -3,100 -33%
LCGC
139
Legacy Capital Group California
California
$245K +$241K +6,388 New
PWMG
140
Pinnacle Wealth Management Group
Michigan
$234K – – –
SS
141
Sunbelt Securities
Texas
$229K -$982 -26 -0.4%
MW
142
Maia Wealth
Colorado
$220K +$216K +5,711 New
WIA
143
World Investment Advisors
California
$219K – – –
NAS
144
NWF Advisory Services
California
$218K +$215K +5,703 New
DWM
145
Dakota Wealth Management
Florida
$218K – – –
MW
146
MBL Wealth
North Carolina
$211K -$18.9K -500 -8%
CWG
147
Crown Wealth Group
North Carolina
$205K – – –
IIA
148
Integral Investment Advisors
California
$202K +$200K +5,285 New
KWS
149
Keystone Wealth Services
California
$201K -$166K -4,400 -46%
FNWA
150
Financial Network Wealth Advisors
Utah
$194K +$191K +5,066 New
4 5
6
7 8

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.