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Innovator US Equity Buffer ETF October
BOCT

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

12.82% more ownership

Funds ownership: 56.69% → 69.51% (+13%)

8% more capital invested

Capital invested by funds: $65.2M → $70.5M (+$5.29M)

4% more funds holding

Funds holding: 56 → 58 (+2)

65% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 23

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.91%
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

Rank Fund Capital Flow
1
IIA
Integral Investment Advisors
California
+$4.24M
2
PCM
Penserra Capital Management
California
+$616K
3
MWM
Maltin Wealth Management
New Jersey
+$500K
4
Truist Financial
Truist Financial
North Carolina
+$436K
5
FFA
Fragasso Financial Advisors
Pennsylvania
+$418K

Top Sellers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
-$1.45M
2
SMC
Smith, Moore & Co
Missouri
-$972K
3
BPA
Beacon Pointe Advisors
California
-$634K
4
HighTower Advisors
HighTower Advisors
Illinois
-$391K
5
Osaic Holdings
Osaic Holdings
Arizona
-$379K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
26
First Commonwealth Financial Corp
Pennsylvania
$433K -$435 -13 -0.1%
FFA
27
Fragasso Financial Advisors
Pennsylvania
$425K +$418K +12,492 New
VWA
28
Visionary Wealth Advisors
Illinois
$387K – – –
Citadel Advisors
29
Citadel Advisors
Florida
$387K +$381K +11,374 New
Wolverine Trading
30
Wolverine Trading
Illinois
$383K +$58.1K +1,733 +18%
AWS
31
Atria Wealth Solutions
New York
$370K +$364K +10,868 New
FEG
32
Financial Enhancement Group
Indiana
$369K -$9.14K -273 -2%
VBFP
33
Valtinson Bruner Financial Planning
Minnesota
$367K – – –
SS
34
Sunbelt Securities
Texas
$364K -$67K -2,000 -16%
Betterment LLC
35
Betterment LLC
New York
$329K +$324K +9,673 New
AA
36
Advisory Alpha
Michigan
$318K +$313K +9,330 New
BWM
37
BCS Wealth Management
Tennessee
$303K -$25.6K -764 -8%
OMC
38
Old Mission Capital
Illinois
$289K -$174K -5,204 -38%
CA
39
Calton & Associates
Florida
$288K +$283K +8,462 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$284K +$279K +8,337 New
PWMG
41
Pinnacle Wealth Management Group
Michigan
$275K -$20.6K -615 -7%
AWA
42
Arkadios Wealth Advisors
Georgia
$232K -$74K -2,208 -25%
AAS
43
Avantax Advisory Services
Texas
$223K – – –
CA
44
CoreCap Advisors
Michigan
$209K -$44.3K -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 +$79.4K +2,371 New
UBS Group
49
UBS Group
Switzerland
$56K +$20.2K +603 +57%
SAM
50
Strategic Asset Management
Minnesota
$49K -$636 -19 -1%
1
2
3

BOCT Hedge Fund Activity: Q1 2022 in Review

58 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q1 2022, worth a combined $70.5M — up 8.1% from $65.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BOCT positions and 7 closed out — a net gain of 2 holders — while 8 added to existing stakes and 23 trimmed.

The largest buyer was Integral Investment Advisors, adding an estimated $4.24M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $1.45M sold.

  • 58 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q1 2022, up from 56 in Q4 2021.
  • Funds reported $70.5M of Innovator US Equity Buffer ETF October stock for Q1 2022, up 8.1% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF October positions in Q1 2022 and 7 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q1 2022 was Integral Investment Advisors, an estimated $4.24M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q1 2022 was Kingsview Wealth Management, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2022.