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Innovator US Equity Buffer ETF October

37 hedge funds and large institutions have $48.2M invested in Innovator US Equity Buffer ETF October in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

3% more funds holding

Funds holding: 3637 (+1)

1.62% more ownership

Funds ownership: 59.73%61.35% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $49.2M → $48.2M (-$989K)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
15
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$360K +$358K +11,005 New
AWA
27
Arkadios Wealth Advisors
Georgia
$252K +$251K +7,731 New
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$240K +$29.5K +908 +14%
SB
29
Strategic Blueprint
Georgia
$237K +$236K +7,249 New
BA
30
Bellwether Advisors
Nebraska
$155K -$8.22K -253 -5%
CCM
31
Covington Capital Management
California
$148K +$110K +3,375 +293%
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$128K +$127K +3,910 New
CWA
33
Clearview Wealth Advisors
Oregon
$59K
APA
34
American Portfolios Advisors
New York
$36.3K +$36.1K +1,110 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$35K +$35.3K +1,085 New
SWM
36
Sugarloaf Wealth Management
Georgia
$5K
GEA
37
Glen Eagle Advisors
New Jersey
$3.27K
SPC
38
Sigma Planning Corp
Michigan
-$2.67M -82,676 Closed
Wolverine Trading
39
Wolverine Trading
Illinois
-$1.28M -39,689 Closed
OMC
40
Old Mission Capital
Illinois
-$1.12M -34,818 Closed
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
-$677K -20,973 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$658K -20,387 Closed
TF
43
Trek Financial
Arizona
-$213K -6,600 Closed
OIA
44
OneDigital Investment Advisors
Kansas
-$206K -6,392 Closed
IA
45
IFP Advisors
Florida
-$11K -339 Closed

BOCT Hedge Fund Activity: Q3 2021 in Review

37 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q3 2021, worth a combined $48.2M — down 2% from $49.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BOCT positions and 8 closed out — a net gain of 1 holder — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Wealthquest, adding an estimated $3.13M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $2.67M sold.

  • 37 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q3 2021, up from 36 in Q2 2021.
  • Funds reported $48.2M of Innovator US Equity Buffer ETF October stock for Q3 2021, down 2% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF October positions in Q3 2021 and 8 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Buffer ETF October buyer in Q3 2021 was Wealthquest, an estimated $3.13M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q3 2021 was Sigma Planning Corp, an estimated $2.67M sold.

Based on aggregated 13F filings for Q3 2021.