Innovator US Equity Power Buffer ETF October
POCT
167 hedge funds and large institutions have $605M invested in Innovator US Equity Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 71 increasing their positions, 27 reducing their positions, and 5 closing their positions.
1,472% more capital inflows, than outflows
Capital inflows: $264M | Capital outflows: $16.8M
860% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 5
163% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 27
125% more funds holding in top 10
Funds holding in top 10: 4 → 9 (+5)
33% more funds holding
Funds holding: 126 → 167 (+41)
6.18% less ownership
Funds ownership: 83.03% → 76.84% (-6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$91.4M |
| 2 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$24.4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$12M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$10.4M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
+$8.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$8.81M |
| 2 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
-$1.81M |
| 3 |
Avantax Advisory Services
Dallas,
Texas
|
-$942K |
| 4 |
AAM
American Asset Management
Boca Raton,
Florida
|
-$824K |
| 5 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$792K |
POCT Hedge Fund Activity: Q4 2023 in Review
167 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q4 2023, worth a combined $605M — up 83% from $330M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new POCT positions and 5 closed out — a net gain of 43 holders — while 71 added to existing stakes and 27 trimmed.
The largest buyer was Stuart Chaussee & Associates, opening a new position worth an estimated $91.4M. The largest seller was AllianceBernstein, cutting an estimated $8.81M.
- 167 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q4 2023, up from 126 in Q3 2023.
- Funds reported $605M of Innovator US Equity Power Buffer ETF October stock for Q4 2023, up 83% quarter-over-quarter.
- 48 funds opened new Innovator US Equity Power Buffer ETF October positions in Q4 2023 and 5 closed out, a net change of +43 holders.
- The largest Innovator US Equity Power Buffer ETF October buyer in Q4 2023 was Stuart Chaussee & Associates, an estimated $91.4M added.
- The largest Innovator US Equity Power Buffer ETF October seller in Q4 2023 was AllianceBernstein, an estimated $8.81M sold.
Based on aggregated 13F filings for Q4 2023.