Innovator US Equity Power Buffer ETF October
POCT
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.
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
0% more funds holding
Funds holding: 146 → 146 (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: 10 → 5 (-5)
65% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 66
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWM
151
BCGM Wealth Management
Lafayette,
Indiana
| – | -$253K | -8,425 | Closed |
|
|
MCC
152
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$203K | -6,735 | Closed |
|
|
AWM
153
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$70.3K | -2,319 | Closed |
|
|
FA
154
Fiduciary Alliance
Greenville,
South Carolina
| – | -$63.1K | -2,100 | Closed |
|
155
Rockefeller Capital Management
New York
| – | -$30K | -1,000 | Closed |
|
156
US Bancorp
Minneapolis,
Minnesota
| – | -$22.6K | -750 | Closed |
|
157
William Blair & Company
Chicago,
Illinois
| – | -$14.7K | -490 | Closed |
|
|
LFG
158
Larson Financial Group
St Louis,
Missouri
| – | -$451 | -15 | 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.