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Innovator US Equity Power Buffer ETF October

171 hedge funds and large institutions have $573M invested in Innovator US Equity Power Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

2% more funds holding

Funds holding: 167171 (+4)

1.36% more ownership

Funds ownership: 76.85%78.21% (+1.4%)

5% less capital invested

Capital invested by funds: $605M → $573M (-$32.1M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

71% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 76

Holders
171
Holders Change
+4
Holders Change %
+2.4%
% of All Funds
2.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
17
Increased
22
Reduced
76
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1
Stuart Chaussee & Associates
California
$97.8M -$573K -15,556 -0.6%
AllianceBernstein
2
AllianceBernstein
Tennessee
$59.1M -$1.97M -53,598 -3%
PCM
3
Penserra Capital Management
California
$33.8M +$2.53M +68,764 +8%
GSIS
4
Global Strategic Investment Solutions
Arizona
$32.6M -$1.55M -42,205 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22.9M -$12.4M -336,366 -36%
Osaic Holdings
6
Osaic Holdings
Arizona
$16.7M -$2.13M -57,758 -11%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$12.6M -$126K -3,430 -1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.9M -$3.92M -106,400 -25%
SI
9
Stephens Inc
Arkansas
$9.99M -$57.1K -1,550 -0.6%
KAS
10
Kestra Advisory Services
Texas
$9.4M +$3.83M +104,074 +71%
LPL Financial
11
LPL Financial
California
$8.22M +$1.7M +46,182 +27%
HighTower Advisors
12
HighTower Advisors
Illinois
$7.76M -$646K -17,528 -8%
MI
13
Motiv8 Investments
Florida
$7.67M +$1.88M +50,970 +33%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$7.62M -$12.6K -342 -0.2%
TF
15
Trek Financial
Arizona
$7.19M -$111K -3,026 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.15M -$337K -9,141 -5%
BCM
17
Brookstone Capital Management
Illinois
$6.99M -$26.6M -721,213 -79%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$6.88M -$81.5K -2,212 -1%
W
19
WPWealth
Texas
$6.82M -$1.61M -43,712 -19%
AFA
20
AA Financial Advisors
Ohio
$6.53M -$8.1K -220 -0.1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.5M -$6.86M -186,128 -52%
BPA
22
Beacon Pointe Advisors
California
$6.39M -$839K -22,772 -12%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$6.38M +$5.67M +153,947 +945%
SWPG
24
Strategic Wealth Partners Group
Illinois
$6.25M -$167K -4,539 -3%
VBFP
25
Valtinson Bruner Financial Planning
Minnesota
$5.72M -$78.1K -2,121 -1%

POCT Hedge Fund Activity: Q1 2024 in Review

171 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q1 2024, worth a combined $573M — down 5.3% from $605M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new POCT positions and 13 closed out — a net gain of 4 holders — while 22 added to existing stakes and 76 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.67M. The largest seller was Brookstone Capital Management, cutting an estimated $26.6M.

  • 171 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q1 2024, up from 167 in Q4 2023.
  • Funds reported $573M of Innovator US Equity Power Buffer ETF October stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Power Buffer ETF October positions in Q1 2024 and 13 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Power Buffer ETF October buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.67M added.
  • The largest Innovator US Equity Power Buffer ETF October seller in Q1 2024 was Brookstone Capital Management, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2024.