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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

58 hedge funds and large institutions have $70.5M invested in Innovator US Equity Buffer ETF October in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
8
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IIA
1
Integral Investment Advisors
California
$7.01M
2
PCM
2
Penserra Capital Management
California
$625K
3
MWM
3
Maltin Wealth Management
New Jersey
$10.2M
4
Truist Financial
4
Truist Financial
North Carolina
$944K
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$425K

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
SMC
2
Smith, Moore & Co
Missouri
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.22M
4
BPA
4
Beacon Pointe Advisors
California
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFC
26
First Commonwealth Financial Corp
Pennsylvania
$433K -$443 -13 -0.1%
FFA
27
Fragasso Financial Advisors
Pennsylvania
$425K +$425K +12,492 New
VWA
28
Visionary Wealth Advisors
Illinois
$387K – – –
Citadel Advisors
29
Citadel Advisors
Florida
$387K +$387K +11,374 New
Wolverine Trading
30
Wolverine Trading
Illinois
$383K +$59.5K +1,733 +18%
AWS
31
Atria Wealth Solutions
New York
$370K +$370K +10,868 New
FEG
32
Financial Enhancement Group
Indiana
$369K -$9.3K -273 -2%
VBFP
33
Valtinson Bruner Financial Planning
Minnesota
$367K – – –
SS
34
Sunbelt Securities
Texas
$364K -$68.6K -2,000 -16%
Betterment LLC
35
Betterment LLC
New York
$329K +$329K +9,673 New
AA
36
Advisory Alpha
Michigan
$318K +$318K +9,330 New
BWM
37
BCS Wealth Management
Tennessee
$303K -$26K -764 -8%
OMC
38
Old Mission Capital
Illinois
$289K -$177K -5,204 -38%
CA
39
Calton & Associates
Florida
$288K +$288K +8,462 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$284K +$284K +8,337 New
PWMG
41
Pinnacle Wealth Management Group
Michigan
$275K -$20.9K -615 -7%
AWA
42
Arkadios Wealth Advisors
Georgia
$232K -$75.3K -2,208 -25%
AAS
43
Avantax Advisory Services
Texas
$223K – – –
CA
44
CoreCap Advisors
Michigan
$209K -$45K -1,322 -18%
ETIA
45
Epic Trust Investment Advisors
Washington
$208K – – –
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$182K – – –
BA
47
Bellwether Advisors
Nebraska
$162K – – –
IA
48
IFP Advisors
Florida
$59K +$59K +2,371 New
UBS Group
49
UBS Group
Switzerland
$56K +$20.4K +603 +57%
SAM
50
Strategic Asset Management
Minnesota
$49K -$648 -19 -1%
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