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Innovator US Equity Power Buffer ETF October

64 hedge funds and large institutions have $72.2M invested in Innovator US Equity Power Buffer ETF October in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.05% more ownership

Funds ownership: 47.85%51.9% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $75.4M → $72.2M (-$3.22M)

4% less funds holding

Funds holding: 6764 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

77% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 31

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
7
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$5.57M +$5.52M +191,214 New
Citadel Advisors
2
Citadel Advisors
Florida
$5.49M +$2.58M +89,365 +90%
BMM
3
Berkshire Money Management
Massachusetts
$5.22M -$88.7K -3,076 -2%
GCP
4
Gill Capital Partners
Colorado
$4.61M -$268K -9,289 -6%
PCM
5
Penserra Capital Management
California
$4.48M -$30.9K -1,070 -0.7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.89M -$1.04M -35,927 -21%
ST
7
Sageworth Trust
Pennsylvania
$3.21M
BMD
8
Better Money Decisions
New Mexico
$2.45M
EWM
9
Elmwood Wealth Management
California
$2.43M +$21.6K +750 +0.9%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.36M -$1.84M -63,684 -44%
TWM
11
Tradition Wealth Management
Minnesota
$2.05M -$1.82M -63,118 -47%
CAN
12
Cetera Advisor Networks
California
$2.02M -$319K -11,068 -14%
RTS
13
Round Table Services
New Jersey
$1.65M
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$1.64M -$252K -8,751 -13%
OMC
15
Old Mission Capital
Illinois
$1.57M +$415K +14,383 +37%
LNC
16
Lincoln National Corp
Pennsylvania
$1.45M -$149K -5,164 -9%
BA
17
Bellwether Advisors
Nebraska
$1.38M -$29.7K -1,028 -2%
CCM
18
Covington Capital Management
California
$1.37M -$21.6K -750 -2%
RIS
19
Retirement Income Solutions
Michigan
$1.32M -$306K -10,594 -19%
BPA
20
Beacon Pointe Advisors
California
$1.18M -$288K -9,974 -20%
ICG
21
InterOcean Capital Group
Tennessee
$1.16M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.08M -$5.77K -200 -0.5%
SWA
23
Stratos Wealth Advisors
Ohio
$1.07M +$42.2K +1,463 +4%
CWG
24
Cornerstone Wealth Group
North Carolina
$1.02M -$72.4K -2,508 -7%
KAS
25
Kestra Advisory Services
Texas
$1M -$23K -798 -2%

POCT Hedge Fund Activity: Q2 2021 in Review

64 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q2 2021, worth a combined $72.2M — down 4.3% from $75.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of POCT and 6 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 7 added.

The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $5.52M. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $1.87M.

  • 64 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q2 2021, down from 67 in Q1 2021.
  • Funds reported $72.2M of Innovator US Equity Power Buffer ETF October stock for Q2 2021, down 4.3% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Power Buffer ETF October positions in Q2 2021 and 9 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Power Buffer ETF October buyer in Q2 2021 was Soltis Investment Advisors, an estimated $5.52M added.
  • The largest Innovator US Equity Power Buffer ETF October seller in Q2 2021 was Valtinson Bruner Financial Planning, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2021.