Innovator Growth Accelerated Plus ETF October
QTOC
9 hedge funds and large institutions have $13.8M invested in Innovator Growth Accelerated Plus ETF October in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
71% more capital invested
Capital invested by funds: $8.05M → $13.8M (+$5.71M)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
29% more funds holding
Funds holding: 7 → 9 (+2)
8.06% more ownership
Funds ownership: 67.8% → 75.86% (+8.1%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$4.34M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.11M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$697K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$485K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$354K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$2.14M |
| 2 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$644K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$275K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
-$145K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LJAC
1
L.J. Altfest & Co
New York
| $4.48M | +$4.34M | +197,634 | New |
|
|
CSPIA
2
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $3.39M | +$485K | +22,087 | +17% |
|
|
3
Citadel Advisors
Miami,
Florida
| $2.18M | +$2.11M | +95,955 | New |
|
|
SS
4
Sunbelt Securities
Houston,
Texas
| $1.47M | -$145K | -6,609 | -9% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.08M | +$697K | +31,742 | +199% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $800K | -$16.5K | -750 | -2% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $366K | +$354K | +16,120 | New |
|
8
UBS Group
Zurich,
Switzerland
| $2.83K | +$2.75K | +125 | New |
|
9
Fidelity Investments
Boston,
Massachusetts
| $23 | +$22 | +1 | New |
|
|
BCM
10
Brookstone Capital Management
Wheaton,
Illinois
| – | -$2.14M | -99,592 | Closed |
|
|
WP
11
WealthSource Partners
San Luis Obispo,
California
| – | -$644K | -30,168 | Closed |
|
|
KAS
12
Kestra Advisory Services
Austin,
Texas
| – | -$275K | -12,893 | Closed |
|
QTOC Hedge Fund Activity: Q2 2023 in Review
9 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth Accelerated Plus ETF October (QTOC) for Q2 2023, worth a combined $13.8M — up 71% from $8.05M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QTOC positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $4.34M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $2.14M sold.
- 9 institutional investors held Innovator Growth Accelerated Plus ETF October (QTOC) as of Q2 2023, up from 7 in Q1 2023.
- Funds reported $13.8M of Innovator Growth Accelerated Plus ETF October stock for Q2 2023, up 71% quarter-over-quarter.
- 5 funds opened new Innovator Growth Accelerated Plus ETF October positions in Q2 2023 and 3 closed out, a net change of +2 holders.
- The largest Innovator Growth Accelerated Plus ETF October buyer in Q2 2023 was L.J. Altfest & Co, an estimated $4.34M added.
- The largest Innovator Growth Accelerated Plus ETF October seller in Q2 2023 was Brookstone Capital Management, an estimated $2.14M sold.
Based on aggregated 13F filings for Q2 2023.