Innovator US Equity Power Buffer ETF October
POCT
135 hedge funds and large institutions have $328M invested in Innovator US Equity Power Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 68 reducing their positions, and 19 closing their positions.
2.79% less ownership
Funds ownership: 69.84% → 67.05% (-2.8%)
8% less funds holding
Funds holding: 146 → 135 (-11)
12% less capital invested
Capital invested by funds: $373M → $328M (-$45.2M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
58% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 19
79% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.59M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.94M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$694K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$626K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$24.3M |
| 2 |
FFG
Frisch Financial Group
Melville,
New York
|
-$10.5M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.35M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.24M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.02M |
POCT Hedge Fund Activity: Q2 2023 in Review
135 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q2 2023, worth a combined $328M — down 12% from $373M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of POCT and 8 opened new positions — a net loss of 11 holders — while 68 trimmed existing stakes and 14 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.59M. The largest seller was AE Wealth Management, cutting an estimated $24.3M.
- 135 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q2 2023, down from 146 in Q1 2023.
- Funds reported $328M of Innovator US Equity Power Buffer ETF October stock for Q2 2023, down 12% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Power Buffer ETF October positions in Q2 2023 and 19 closed out, a net change of -11 holders.
- The largest Innovator US Equity Power Buffer ETF October buyer in Q2 2023 was Cambridge Investment Research Advisors, an estimated $3.59M added.
- The largest Innovator US Equity Power Buffer ETF October seller in Q2 2023 was AE Wealth Management, an estimated $24.3M sold.
Based on aggregated 13F filings for Q2 2023.