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Innovator US Equity Power Buffer ETF October

146 hedge funds and large institutions have $348M invested in Innovator US Equity Power Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

0% more funds holding

Funds holding: 146146 (0)

4.95% less ownership

Funds ownership: 74.79%69.84% (-4.9%)

29% less capital invested

Capital invested by funds: $493M → $348M (-$145M)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

65% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 66

Holders
146
Holders Change
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
14
Increased
23
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$76.3M -$1.18M -38,066 -2%
AWM
2
AE Wealth Management
Kansas
$26.4M -$123K -3,969 -0.5%
PCM
3
Penserra Capital Management
California
$17.3M +$2.21M +71,325 +15%
SI
4
Stephens Inc
Arkansas
$14.4M +$14K +450 +0.1%
Osaic Holdings
5
Osaic Holdings
Arizona
$12.5M -$2.08M -66,981 -15%
BCM
6
Brookstone Capital Management
Illinois
$11.4M -$23.9M -769,727 -68%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$11.1M -$134K -4,322 -1%
FFG
8
Frisch Financial Group
New York
$10.5M -$236K -7,618 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.57M +$35.7K +1,153 +0.4%
GSIS
10
Global Strategic Investment Solutions
Arizona
$7.26M
ICG
11
InterOcean Capital Group
Tennessee
$6.21M -$884K -28,500 -13%
TF
12
Trek Financial
Arizona
$5.78M +$6.08K +196 +0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.76M +$522K +16,852 +10%
OMC
14
Old Mission Capital
Illinois
$5.35M +$5.03M +162,308 +2,376%
VBFP
15
Valtinson Bruner Financial Planning
Minnesota
$5.01M -$43K -1,386 -0.9%
Truist Financial
16
Truist Financial
North Carolina
$4.98M -$1.12M -36,188 -19%
W
17
WPWealth
Texas
$4.65M -$3.31M -106,904 -42%
BPA
18
Beacon Pointe Advisors
California
$4.28M -$59.6K -1,924 -1%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$3.92M +$249K +8,037 +7%
LNC
20
Lincoln National Corp
Pennsylvania
$3.73M -$256K -8,259 -7%
PWA
21
Pillar Wealth Advisors
Pennsylvania
$3.63M
FANJ
22
Financial Architects (New Jersey)
New Jersey
$3.6M
GCP
23
Gill Capital Partners
Colorado
$3.03M -$125K -4,033 -4%
EWM
24
Elmwood Wealth Management
California
$2.79M +$43.4K +1,399 +2%
AA
25
Advisory Alpha
Michigan
$2.62M +$159K +5,130 +7%

POCT Hedge Fund Activity: Q1 2023 in Review

146 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q1 2023, worth a combined $348M — down 29% from $493M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new POCT positions and 12 closed out — a net gain of 2 holders — while 23 added to existing stakes and 66 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $5.03M. The largest seller was Southland Equity Partners, cutting an estimated $48.9M.

  • 146 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $348M of Innovator US Equity Power Buffer ETF October stock for Q1 2023, down 29% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF October positions in Q1 2023 and 12 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Power Buffer ETF October buyer in Q1 2023 was Old Mission Capital, an estimated $5.03M added.
  • The largest Innovator US Equity Power Buffer ETF October seller in Q1 2023 was Southland Equity Partners, an estimated $48.9M sold.

Based on aggregated 13F filings for Q1 2023.