Innovator US Equity Power Buffer ETF October
POCT
87 hedge funds and large institutions have $154M invested in Innovator US Equity Power Buffer ETF October in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 12 closing their positions.
712% more capital inflows, than outflows
Capital inflows: $66.1M | Capital outflows: $8.14M
10.85% more ownership
Funds ownership: 57.86% → 68.71% (+11%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
4% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 25
1% less funds holding
Funds holding: 88 → 87 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$37.6M |
| 2 |
FFG
Frisch Financial Group
Melville,
New York
|
+$9.55M |
| 3 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$5.31M |
| 4 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$4.38M |
| 5 |
Penserra Capital Management
Orinda,
California
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.27M |
| 2 |
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.26M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$622K |
| 4 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$496K |
| 5 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$457K |
POCT Hedge Fund Activity: Q2 2022 in Review
87 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q2 2022, worth a combined $154M — up 34% from $115M a quarter earlier.
Fund positioning in POCT was balanced in Q2 2022: 12 funds opened new positions, 12 closed out, 24 added to existing stakes and 25 trimmed.
The largest buyer was Transform Wealth, opening a new position worth an estimated $37.6M. The largest seller was Osaic Holdings, cutting an estimated $2.27M.
- 87 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q2 2022, down from 88 in Q1 2022.
- Funds reported $154M of Innovator US Equity Power Buffer ETF October stock for Q2 2022, up 34% quarter-over-quarter.
- 12 funds opened new Innovator US Equity Power Buffer ETF October positions in Q2 2022 and 12 closed out, a net change of 0 holders.
- The largest Innovator US Equity Power Buffer ETF October buyer in Q2 2022 was Transform Wealth, an estimated $37.6M added.
- The largest Innovator US Equity Power Buffer ETF October seller in Q2 2022 was Osaic Holdings, an estimated $2.27M sold.
Based on aggregated 13F filings for Q2 2022.