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AOCT

Innovator Equity Defined Protection ETF - 2 Yr to October 2026

44 hedge funds and large institutions have $49.6M invested in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding

Funds holding: 2444 (+20)

28% more capital invested

Capital invested by funds: $38.7M → $49.6M (+$10.9M)

7.78% more ownership

Funds ownership: 51.87%59.65% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
44
Holders Change
+20
Holders Change %
+83.33%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
6
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
Legacy CG
Texas
$16.7M +$142K +5,696 +0.9%
Raymond James Financial
2
Raymond James Financial
Florida
$4.92M -$221K -8,823 -4%
AI
3
Atria Investments
North Carolina
$3.18M +$3.2M +128,043 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.79M -$2.24M -89,666 -44%
BCM
5
Brookstone Capital Management
Illinois
$2.49M +$2.51M +100,484 New
AWM
6
AE Wealth Management
Kansas
$2.36M +$278K +11,116 +13%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.72M
FWIA
8
Fort Washington Investment Advisors
Ohio
$1.48M
HBS
9
Howard Bailey Securities
Indiana
$993K +$1,000K +39,979 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$936K +$335K +13,413 +55%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$914K +$921K +36,815 New
TWM
12
Tradition Wealth Management
Minnesota
$886K -$2.68K -107 -0.3%
AA
13
Armis Advisers
Georgia
$852K +$858K +34,308 New
CPP
14
Capasso Planning Partners
South Carolina
$781K -$3.38K -135 -0.4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$690K -$39.1K -1,563 -5%
OMC
16
Old Mission Capital
Illinois
$639K +$644K +25,755 New
JWBC
17
John W. Brooker & Co
California
$611K
APW
18
Atlantic Private Wealth
North Carolina
$563K +$567K +22,665 New
BCI
19
Brinker Capital Investments
Pennsylvania
$542K +$546K +21,838 New
OPS
20
Orion Portfolio Solutions
Nebraska
$542K +$546K +21,838 New
Jane Street
21
Jane Street
New York
$463K +$467K +18,655 New
MFG
22
MTM Financial Group
Pennsylvania
$439K
GCP
23
Gill Capital Partners
Colorado
$409K +$412K +16,462 New
IA
24
IFG Advisors
Missouri
$399K
CFCI
25
Comprehensive Financial Consultants Institutional
Indiana
$311K -$22.4K -894 -7%

AOCT Hedge Fund Activity: Q1 2025 in Review

44 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) for Q1 2025, worth a combined $49.6M — up 28% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AOCT positions and 0 closed out — a net gain of 20 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Atria Investments, opening a new position worth an estimated $3.2M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.24M.

  • 44 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) as of Q1 2025, up from 24 in Q4 2024.
  • Funds reported $49.6M of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 stock for Q1 2025, up 28% quarter-over-quarter.
  • 20 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to October 2026 positions in Q1 2025 and 0 closed out, a net change of +20 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to October 2026 buyer in Q1 2025 was Atria Investments, an estimated $3.2M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to October 2026 seller in Q1 2025 was Commonwealth Equity Services, an estimated $2.24M sold.

Based on aggregated 13F filings for Q1 2025.