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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
BFEC
151
Benjamin F. Edwards & Company
Missouri
$179K – – –
Wells Fargo
152
Wells Fargo
California
$173K +$170K +4,507 New
CPA
153
Clear Point Advisors
New York
$144K – – –
PS
154
Principal Securities
Iowa
$131K – – –
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$129K +$12.9K +342 +11%
UBS Group
156
UBS Group
Switzerland
$92.7K +$91.4K +2,420 New
EWA
157
EverSource Wealth Advisors
Alabama
$88.3K – – –
WWMSC
158
Wagner Wealth Management (South Carolina)
South Carolina
$76.6K – – –
SIS
159
Sound Income Strategies
Florida
$72.5K +$71.5K +1,893 New
BBHC
160
Brown Brothers Harriman & Co
New York
$66.4K – – –
DFA
161
DHJJ Financial Advisors
Illinois
$57.4K – – –
CFD
162
Creative Financial Designs
Indiana
$38.3K – – –
Morgan Stanley
163
Morgan Stanley
New York
$32.1K – – –
BTI
164
Blue Trust Inc
Georgia
$28.5K – – –
CVA
165
Central Valley Advisors
California
$23.1K – – –
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$13.7K +$13.5K +357 New
CB
167
CNB Bank
Pennsylvania
$13K – – –
ACM
168
Anfield Capital Management
California
$12.2K – – –
AF
169
Allworth Financial
California
$7.95K +$7.82K +207 New
CJ
170
Caitlin John
Michigan
$6.85K – – –
CT
171
Caldwell Trust
Florida
$6.55K – – –
SWM
172
Spire Wealth Management
Virginia
$4.1K – – –
RIL
173
Rothschild Investment LLC
Illinois
$2.07K – – –
TFGT
174
TS Financial Group (TSFG)
Illinois
$1K – – –
FHC
175
First Heartland Consultants
Missouri
$215 -$5.33K -141 -2%
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.