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Innovator US Equity Power Buffer ETF October

107 hedge funds and large institutions have $287M invested in Innovator US Equity Power Buffer ETF October in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

86% more capital invested

Capital invested by funds: $154M → $287M (+$132M)

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

51.16% more ownership

Funds ownership: 68.71%119.87% (+51%)

23% more funds holding

Funds holding: 87107 (+20)

Holders
107
Holders Change
+20
Holders Change %
+22.99%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
25
Increased
36
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$69.5M +$55.9M +1,931,885 +389%
BCM
2
Brookstone Capital Management
Illinois
$26.2M +$26.6M +919,100 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.9M +$13.5M +467,594 +179%
PCS
4
Personal CFO Solutions
New Jersey
$13.8M +$13.9M +481,299 New
TW
5
Transform Wealth
Colorado
$12.8M -$24.6M -849,967 -66%
BMM
6
Berkshire Money Management
Massachusetts
$12.1M +$12.2M +423,443 New
PCM
7
Penserra Capital Management
California
$12M +$2.13M +73,755 +21%
AWM
8
AE Wealth Management
Kansas
$11.6M +$10.5M +361,637 +836%
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$10M +$4.83M +166,948 +91%
FFG
10
Frisch Financial Group
New York
$9.27M -$168K -5,819 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.72M +$1.47M +50,766 +28%
GSIS
12
Global Strategic Investment Solutions
Arizona
$3.76M +$3.8M +131,413 New
SIA
13
Soltis Investment Advisors
Utah
$3.45M +$3.49M +120,610 New
GCP
14
Gill Capital Partners
Colorado
$3.13M -$1.38M -47,563 -30%
CWG
15
Crown Wealth Group
North Carolina
$3.12M +$3.15M +108,877 New
LNC
16
Lincoln National Corp
Pennsylvania
$3M +$476K +16,462 +19%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.57M +$1.02M +35,380 +65%
EWM
18
Elmwood Wealth Management
California
$2.4M +$204K +7,050 +9%
PWA
19
Pillar Wealth Advisors
Pennsylvania
$2.26M +$451K +15,583 +25%
BMD
20
Better Money Decisions
New Mexico
$2.21M -$101K -3,479 -4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.06M +$1.19M +41,138 +134%
CHC
22
City Holding Co
West Virginia
$1.96M -$1.27M -43,990 -39%
CAN
23
Cetera Advisor Networks
California
$1.81M +$244K +8,447 +15%
Truist Financial
24
Truist Financial
North Carolina
$1.75M +$547K +18,937 +45%
AA
25
Advisory Alpha
Michigan
$1.73M +$804K +27,823 +85%

POCT Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q3 2022, worth a combined $287M — up 86% from $154M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new POCT positions and 5 closed out — a net gain of 20 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $55.9M. The largest seller was Transform Wealth, cutting an estimated $24.6M.

  • 107 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q3 2022, up from 87 in Q2 2022.
  • Funds reported $287M of Innovator US Equity Power Buffer ETF October stock for Q3 2022, up 86% quarter-over-quarter.
  • 25 funds opened new Innovator US Equity Power Buffer ETF October positions in Q3 2022 and 5 closed out, a net change of +20 holders.
  • The largest Innovator US Equity Power Buffer ETF October buyer in Q3 2022 was AllianceBernstein, an estimated $55.9M added.
  • The largest Innovator US Equity Power Buffer ETF October seller in Q3 2022 was Transform Wealth, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2022.