Innovator US Equity Power Buffer ETF October
POCT
146 hedge funds and large institutions have $493M invested in Innovator US Equity Power Buffer ETF October in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 17 reducing their positions, and 7 closing their positions.
600% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 7
300% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 17
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
72% more capital invested
Capital invested by funds: $287M → $493M (+$206M)
36% more funds holding
Funds holding: 107 → 146 (+39)
45.09% less ownership
Funds ownership: 119.87% → 74.79% (-45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEP
Southland Equity Partners
Wildwood,
Missouri
|
+$48.3M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$21.1M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$13.5M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$12.9M |
| 5 |
PP
PFS Partners
Mine Hill,
New Jersey
|
+$8.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$13.8M |
| 2 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$12.9M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$3.45M |
| 4 |
CHC
City Holding Co
Charleston,
West Virginia
|
-$976K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$867K |
POCT Hedge Fund Activity: Q4 2022 in Review
146 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q4 2022, worth a combined $493M — up 72% from $287M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new POCT positions and 7 closed out — a net gain of 42 holders — while 68 added to existing stakes and 17 trimmed.
The largest buyer was Southland Equity Partners, opening a new position worth an estimated $48.3M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $13.8M sold.
- 146 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q4 2022, up from 107 in Q3 2022.
- Funds reported $493M of Innovator US Equity Power Buffer ETF October stock for Q4 2022, up 72% quarter-over-quarter.
- 49 funds opened new Innovator US Equity Power Buffer ETF October positions in Q4 2022 and 7 closed out, a net change of +42 holders.
- The largest Innovator US Equity Power Buffer ETF October buyer in Q4 2022 was Southland Equity Partners, an estimated $48.3M added.
- The largest Innovator US Equity Power Buffer ETF October seller in Q4 2022 was Personal CFO Solutions, an estimated $13.8M sold.
Based on aggregated 13F filings for Q4 2022.