Innovator US Equity Power Buffer ETF October
POCT
177 hedge funds and large institutions have $458M invested in Innovator US Equity Power Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 81 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
2% more funds holding
Funds holding: 173 → 177 (+4)
1.36% less ownership
Funds ownership: 78.32% → 76.96% (-1.4%)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
75% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 81
76% less capital inflows, than outflows
Capital inflows: $34.6M | Capital outflows: $142M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kestra Advisory Services
Austin,
Texas
|
+$7.01M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$5.93M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$5.2M |
| 4 |
Penserra Capital Management
Orinda,
California
|
+$1.52M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$94.7M |
| 2 |
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$10.5M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.24M |
| 4 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.04M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.93M |
POCT Hedge Fund Activity: Q2 2024 in Review
177 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF October (POCT) for Q2 2024, worth a combined $458M — down 20% from $573M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new POCT positions and 11 closed out — a net gain of 8 holders — while 20 added to existing stakes and 81 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $7.01M. The largest seller was Stuart Chaussee & Associates, cutting an estimated $94.7M.
- 177 institutional investors held Innovator US Equity Power Buffer ETF October (POCT) as of Q2 2024, up from 173 in Q1 2024.
- Funds reported $458M of Innovator US Equity Power Buffer ETF October stock for Q2 2024, down 20% quarter-over-quarter.
- 19 funds opened new Innovator US Equity Power Buffer ETF October positions in Q2 2024 and 11 closed out, a net change of +8 holders.
- The largest Innovator US Equity Power Buffer ETF October buyer in Q2 2024 was Kestra Advisory Services, an estimated $7.01M added.
- The largest Innovator US Equity Power Buffer ETF October seller in Q2 2024 was Stuart Chaussee & Associates, an estimated $94.7M sold.
Based on aggregated 13F filings for Q2 2024.