Innovator US Equity Power Buffer ETF October
POCT
47 hedge funds and large institutions have $105M invested in Innovator US Equity Power Buffer ETF October in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 21 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
8% more capital invested
Capital invested by funds: $97.3M → $105M (+$7.89M)
7% more funds holding
Funds holding: 44 → 47 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7.44% less ownership
Funds ownership: 47.54% → 40.1% (-7.4%)
71% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$17.3M |
| 2 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$5.39M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.61M |
| 4 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$1.93M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$568K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$15.5M |
| 2 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$6.85M |
| 3 |
DP
Denver PWM
Denver,
Colorado
|
-$2.1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.51M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.39M |
POCT Hedge Fund Activity: Q2 2020 in Review
47 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q2 2020, worth a combined $105M — up 8.1% from $97.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new POCT positions and 5 closed out — a net gain of 3 holders — while 6 added to existing stakes and 21 trimmed.
The largest buyer was Round Table Services, adding an estimated $17.3M. The largest seller was WealthPLAN Partners, cutting an estimated $15.5M.
- 47 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q2 2020, up from 44 in Q1 2020.
- Funds reported $105M of Innovator US Equity Power Buffer ETF October stock for Q2 2020, up 8.1% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Power Buffer ETF October positions in Q2 2020 and 5 closed out, a net change of +3 holders.
- The largest Innovator US Equity Power Buffer ETF October buyer in Q2 2020 was Round Table Services, an estimated $17.3M added.
- The largest Innovator US Equity Power Buffer ETF October seller in Q2 2020 was WealthPLAN Partners, an estimated $15.5M sold.
Based on aggregated 13F filings for Q2 2020.