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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

56 hedge funds and large institutions have $65.2M invested in Innovator US Equity Buffer ETF October in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+19
Holders Change %
+51.35%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
19
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.91M
2
W
2
Wealthquest
Ohio
$14.5M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.45M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$4.02M
5
CA
5
Cetera Advisors
Colorado
$1.1M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
MWM
3
Maltin Wealth Management
New Jersey
$9.81M
4
SMC
4
Smith, Moore & Co
Missouri
$972K
5
SB
5
Strategic Blueprint
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$473K +$473K +13,695 New
FCFC
27
First Commonwealth Financial Corp
Pennsylvania
$440K +$440K +12,731 New
SS
28
Sunbelt Securities
Texas
$427K +$427K +12,609 New
CAN
29
Cetera Advisor Networks
California
$406K – – –
VWA
30
Visionary Wealth Advisors
Illinois
$393K +$393K +11,360 New
FEG
31
Financial Enhancement Group
Indiana
$384K +$796 +23 +0.2%
VBFP
32
Valtinson Bruner Financial Planning
Minnesota
$380K – – –
CCM
33
Covington Capital Management
California
$357K +$201K +5,830 +129%
BWM
34
BCS Wealth Management
Tennessee
$334K +$334K +9,653 New
Wolverine Trading
35
Wolverine Trading
Illinois
$326K +$326K +9,422 New
AWA
36
Arkadios Wealth Advisors
Georgia
$312K +$44.3K +1,279 +17%
PWMG
37
Pinnacle Wealth Management Group
Michigan
$301K +$301K +8,700 New
CA
38
CoreCap Advisors
Michigan
$258K +$258K +7,466 New
MPCL
39
My Personal CFO LLC
Washington
$256K +$256K +7,400 New
AAS
40
Avantax Advisory Services
Texas
$227K +$227K +6,579 New
ETIA
41
Epic Trust Investment Advisors
Washington
$211K +$211K +6,115 New
WMS
42
Wealth Management Solutions
Pennsylvania
$205K +$205K +5,937 New
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$185K +$49.4K +1,430 +37%
BA
44
Bellwether Advisors
Nebraska
$164K – – –
SAM
45
Strategic Asset Management
Minnesota
$50K +$50K +1,455 New
AF
46
Advisornet Financial
Minnesota
$48K +$48K +1,400 New
APA
47
American Portfolios Advisors
New York
$38.4K – – –
BFEC
48
Benjamin F. Edwards & Company
Missouri
$38K – – –
UBS Group
49
UBS Group
Switzerland
$36K +$36K +1,053 New
OCM
50
Orion Capital Management
California
$24K +$24K +700 New
1
2
3