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Innovator US Equity Power Buffer ETF October
POCT
POCT
135 hedge funds and large institutions have $328M invested in Innovator US Equity Power Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 68 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
2.79% less ownership
Funds ownership: 69.84% → 67.05% (-2.8%)
6% less capital invested
Capital invested by funds: $348M → $328M (-$20.5M)
8% less funds holding
Funds holding: 146 → 135 (-11)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
58% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 19
79% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 68
Holders
135
Holders Change
-11
Holders Change %
-7.53%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
14
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$24.3M |
| 2 |
FFG
Frisch Financial Group
Melville,
New York
|
-$10.5M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.35M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.24M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
JP Morgan Chase
New York
| – | -$54.2K | -1,713 | Closed |
|
|
WIM
152
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$29.7K | -938 | Closed |
|
|
ST
153
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$27.2K | -860 | Closed |
|
154
Wells Fargo
San Francisco,
California
| – | -$759 | -24 | Closed |
|