Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
33 hedge funds and large institutions have $38.8M invested in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.69% less ownership
Funds ownership: 56.23% → 54.54% (-1.7%)
12% less capital invested
Capital invested by funds: $44.3M → $38.8M (-$5.53M)
15% less funds holding
Funds holding: 39 → 33 (-6)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
71% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$1.15M |
| 2 |
JP Morgan Chase
New York
|
+$322K |
| 3 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$100K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$95.8K |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$52.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.1M |
| 2 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$868K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$809K |
| 4 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
-$684K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$665K |
AOCT Hedge Fund Activity: Q4 2025 in Review
33 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) for Q4 2025, worth a combined $38.8M — down 12% from $44.3M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of AOCT and 5 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 4 added.
The largest buyer was Allworth Financial, opening a new position worth an estimated $1.15M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $2.1M.
- 33 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) as of Q4 2025, down from 39 in Q3 2025.
- Funds reported $38.8M of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 stock for Q4 2025, down 12% quarter-over-quarter.
- 5 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to October 2026 positions in Q4 2025 and 11 closed out, a net change of -6 holders.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to October 2026 buyer in Q4 2025 was Allworth Financial, an estimated $1.15M added.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to October 2026 seller in Q4 2025 was Carson Wealth (CWM LLC), an estimated $2.1M sold.
Based on aggregated 13F filings for Q4 2025.