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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
CWG
151
Crown Wealth Group
North Carolina
$201K -$59.7K -1,620 -23%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$190K -$10.5K -285 -5%
BFEC
153
Benjamin F. Edwards & Company
Missouri
$175K +$51.9K +1,408 +43%
CPA
154
Clear Point Advisors
New York
$141K -$1.22K -33 -0.9%
PS
155
Principal Securities
Iowa
$128K +$1.29K +35 +1%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$113K – – –
EWA
157
EverSource Wealth Advisors
Alabama
$85.6K – – –
WWMSC
158
Wagner Wealth Management (South Carolina)
South Carolina
$75K – – –
BBHC
159
Brown Brothers Harriman & Co
New York
$65K +$63.9K +1,735 New
DFA
160
DHJJ Financial Advisors
Illinois
$56.2K – – –
CFD
161
Creative Financial Designs
Indiana
$37.5K – – –
Morgan Stanley
162
Morgan Stanley
New York
$31.4K -$30.9K -838 -50%
BTI
163
Blue Trust Inc
Georgia
$28.5K – – –
VL
164
Vima LLC
Michigan
$14.8K – – –
CB
165
CNB Bank
Pennsylvania
$12.7K +$12.5K +340 New
ACM
166
Anfield Capital Management
California
$11.9K +$11.7K +318 New
CJ
167
Caitlin John
Michigan
$6.71K – – –
CT
168
Caldwell Trust
Florida
$6.41K – – –
SWM
169
Spire Wealth Management
Virginia
$4.01K – – –
RIL
170
Rothschild Investment LLC
Illinois
$2.02K – – –
TFGT
171
TS Financial Group (TSFG)
Illinois
$1K – – –
OMC
172
Old Mission Capital
Illinois
– -$1.03M -28,647 Closed
MW
173
Marcum Wealth
Ohio
– -$428K -11,840 Closed
CAC
174
Certified Advisory Corp
Florida
– -$330K -9,148 Closed
SWA
175
Stratos Wealth Advisors
Ohio
– -$273K -7,567 Closed
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.