POCT icon

Innovator US Equity Power Buffer ETF October
POCT

Overview Fund Activity

213 hedge funds and large institutions have $1.02B invested in Innovator US Equity Power Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 81 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
213
Holders Change
+41
Holders Change %
+23.84%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
55
Increased
81
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$37.7M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$32.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$28.9M
4
BIM
4
Bullseye Investment Management
Ohio
$7.72M
5
MCM
5
MAI Capital Management
Ohio
$8.78M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$363M
2
KAS
2
Kestra Advisory Services
Texas
$9.34M
3
MI
3
Motiv8 Investments
Florida
$7.12M
4
GSIS
4
Global Strategic Investment Solutions
Arizona
$6.83M
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZI
151
ZEGA Investments
Florida
$354K +$354K +8,781 New
FHC
152
First Heartland Consultants
Missouri
$347K +$106K +2,675 +44%
C
153
Certuity
Florida
$338K – – –
AWM
154
Atticus Wealth Management
Florida
$335K – – –
AF
155
Atala Financial
California
$333K +$333K +8,409 New
ML
156
McAdam LLC
Pennsylvania
$329K +$3.96K +100 +1%
SFA
157
Sequoia Financial Advisors
Ohio
$320K – – –
XF
158
XML Financial
Maryland
$316K – – –
AWP
159
Ascent Wealth Partners
New York
$316K +$316K +7,980 New
GA
160
Goldstein Advisors
Wisconsin
$314K +$60.1K +1,520 +24%
SPIA
161
Steward Partners Investment Advisory
New York
$305K – – –
MCM
162
Mitchell Capital Management
Kansas
$305K +$305K +7,700 New
Betterment LLC
163
Betterment LLC
New York
$294K -$6.61K -167 -2%
Mariner
164
Mariner
Kansas
$293K +$293K +7,398 New
WIA
165
World Investment Advisors
California
$284K +$16.3K +413 +6%
BMM
166
Berkshire Money Management
Massachusetts
$279K +$279K +7,046 New
ACM
167
Advance Capital Management
Michigan
$278K +$278K +7,019 New
DFP
168
Defined Financial Planning
California
$277K +$277K +6,992 New
AAM
169
American Asset Management
Florida
$275K – – –
AFP
170
Ausdal Financial Partners
Iowa
$274K +$274K +6,914 New
KWM
171
Kingsview Wealth Management
Oregon
$270K +$19.1K +483 +8%
VPF
172
Vantage Point Financial
Illinois
$270K +$270K +6,831 New
CIA
173
Compass Ion Advisors
Pennsylvania
$260K -$198 -5 -0.1%
APP
174
Avantax Planning Partners
Iowa
$257K -$4K -101 -2%
CPCM
175
Cardinal Point Capital Management
Ontario, Canada
$249K +$249K +6,300 New
5 6
7
8 9