Innovator Growth Accelerated Plus ETF October
QTOC
7 hedge funds and large institutions have $8.05M invested in Innovator Growth Accelerated Plus ETF October in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 2 closing their positions.
43% more capital invested
Capital invested by funds: $5.62M → $8.05M (+$2.44M)
4.51% more ownership
Funds ownership: 63.29% → 67.8% (+4.5%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$2.57M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
-$811K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$238K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.67K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.9K |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$403 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSPIA
1
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $2.72M | +$2.57M | +127,375 | New |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $2.14M | -$8.67K | -430 | -0.4% |
|
|
SS
3
Sunbelt Securities
Houston,
Texas
| $1.51M | -$811K | -40,214 | -36% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $769K | – | – | – |
|
|
WP
5
WealthSource Partners
San Luis Obispo,
California
| $644K | -$403 | -20 | -0.1% |
|
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $275K | – | – | – |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $340 | +$322K | +15,948 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$238K | -12,925 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$4.9K | -266 | Closed |
|
QTOC Hedge Fund Activity: Q1 2023 in Review
7 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth Accelerated Plus ETF October (QTOC) for Q1 2023, worth a combined $8.05M — up 43% from $5.62M a quarter earlier.
Fund positioning in QTOC was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 3 trimmed.
The largest buyer was Cary Street Partners Investment Advisory, opening a new position worth an estimated $2.57M. The largest seller was Sunbelt Securities, cutting an estimated $811K.
- 7 institutional investors held Innovator Growth Accelerated Plus ETF October (QTOC) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $8.05M of Innovator Growth Accelerated Plus ETF October stock for Q1 2023, up 43% quarter-over-quarter.
- 2 funds opened new Innovator Growth Accelerated Plus ETF October positions in Q1 2023 and 2 closed out, a net change of 0 holders.
- The largest Innovator Growth Accelerated Plus ETF October buyer in Q1 2023 was Cary Street Partners Investment Advisory, an estimated $2.57M added.
- The largest Innovator Growth Accelerated Plus ETF October seller in Q1 2023 was Sunbelt Securities, an estimated $811K sold.
Based on aggregated 13F filings for Q1 2023.