Innovator US Equity Power Buffer ETF October
POCT
126 hedge funds and large institutions have $330M invested in Innovator US Equity Power Buffer ETF October in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 18 closing their positions.
15.98% more ownership
Funds ownership: 67.05% → 83.03% (+16%)
1% more capital invested
Capital invested by funds: $328M → $330M (+$2.27M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7% less funds holding
Funds holding: 135 → 126 (-9)
19% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 47
44% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$11.9M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.42M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.1M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.2M |
| 5 |
W
WPWealth
Fort Worth,
Texas
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$17.5M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$6.17M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.72M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.18M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.89M |
POCT Hedge Fund Activity: Q3 2023 in Review
126 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q3 2023, worth a combined $330M — up 0.69% from $328M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of POCT and 10 opened new positions — a net loss of 8 holders — while 47 trimmed existing stakes and 38 added.
The largest buyer was Brookstone Capital Management, adding an estimated $11.9M. The largest seller was AllianceBernstein, cutting an estimated $17.5M.
- 126 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q3 2023, down from 135 in Q2 2023.
- Funds reported $330M of Innovator US Equity Power Buffer ETF October stock for Q3 2023, up 0.69% quarter-over-quarter.
- 10 funds opened new Innovator US Equity Power Buffer ETF October positions in Q3 2023 and 18 closed out, a net change of -8 holders.
- The largest Innovator US Equity Power Buffer ETF October buyer in Q3 2023 was Brookstone Capital Management, an estimated $11.9M added.
- The largest Innovator US Equity Power Buffer ETF October seller in Q3 2023 was AllianceBernstein, an estimated $17.5M sold.
Based on aggregated 13F filings for Q3 2023.