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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

40 hedge funds and large institutions have $42.9M invested in Innovator US Equity Buffer ETF October in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
9
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthquest
Ohio
$5.1M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$550K
3
SMC
3
Smith, Moore & Co
Missouri
$375K
4
SB
4
Strategic Blueprint
Georgia
$1M
5
AC
5
Avestar Capital
New York
$238K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
TWM
2
Tradition Wealth Management
Minnesota
$215K
3
OMC
3
Old Mission Capital
Illinois
$379K
4
BMM
4
Berkshire Money Management
Massachusetts
$0
5
SS
5
Sunbelt Securities
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LJAC
26
L.J. Altfest & Co
New York
$317K 10,169 -1,370 -12%
OIA
27
OneDigital Investment Advisors
Kansas
$305K 9,759 +3,107 +47%
BWM
28
BCS Wealth Management
Tennessee
$279K 8,950 – –
AC
29
Avestar Capital
New York
$238K 7,500 +7,500 New
TWM
30
Tradition Wealth Management
Minnesota
$215K 6,898 -38,913 -85%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$215K 6,892 +6,892 New
TF
32
Trek Financial
Arizona
$206K 6,600 +6,600 New
CWA
33
Clearview Wealth Advisors
Oregon
$56K 1,800 – –
BA
34
Bellwether Advisors
Nebraska
$38K 1,240 – –
CCM
35
Covington Capital Management
California
$36K 1,150 – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$31K 1,000 +1,000 New
AIC
37
Ameritas Investment Company
Nebraska
$11.1K 357 +357 New
IA
38
IFP Advisors
Florida
$11K 339 – –
GEA
39
Glen Eagle Advisors
New Jersey
$3.12K 100 – –
SWM
40
Sugarloaf Wealth Management
Georgia
$5 400 +250 +167%
Citadel Advisors
41
Citadel Advisors
Florida
– – -45,259 Closed
BMM
42
Berkshire Money Management
Massachusetts
– – -19,765 Closed
SS
43
Sunbelt Securities
Texas
– – -17,285 Closed
WFI
44
West Family Investments
California
– – -15,000 Closed
CFA
45
Carroll Financial Associates
North Carolina
– – -1,740 Closed
KCM
46
Kathmere Capital Management
Pennsylvania
– – -941 Closed
UBS Group
47
UBS Group
Switzerland
– – -10 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
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