Innovator US Equity Power Buffer ETF October
POCT
20 hedge funds and large institutions have $22.6M invested in Innovator US Equity Power Buffer ETF October in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
43% more funds holding
Funds holding: 14 → 20 (+6)
9% less capital invested
Capital invested by funds: $24.9M → $22.6M (-$2.26M)
22.56% less ownership
Funds ownership: 169.13% → 146.57% (-23%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$2.22M |
| 2 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$1.37M |
| 3 |
RIS
Retirement Income Solutions
Ann Arbor,
Michigan
|
+$967K |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$641K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$566K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$4.87M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.62M |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$727K |
POCT Hedge Fund Activity: Q1 2019 in Review
20 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q1 2019, worth a combined $22.6M — down 9.1% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new POCT positions and 2 closed out — a net gain of 7 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Round Table Services, opening a new position worth an estimated $2.22M. The largest seller was Berkshire Money Management, cutting an estimated $4.87M.
- 20 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q1 2019, up from 14 in Q4 2018.
- Funds reported $22.6M of Innovator US Equity Power Buffer ETF October stock for Q1 2019, down 9.1% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Power Buffer ETF October positions in Q1 2019 and 2 closed out, a net change of +7 holders.
- The largest Innovator US Equity Power Buffer ETF October buyer in Q1 2019 was Round Table Services, an estimated $2.22M added.
- The largest Innovator US Equity Power Buffer ETF October seller in Q1 2019 was Berkshire Money Management, an estimated $4.87M sold.
Based on aggregated 13F filings for Q1 2019.