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Innovator US Equity Buffer ETF October
BOCT

60 hedge funds and large institutions have $60.6M invested in Innovator US Equity Buffer ETF October in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 58 → 60 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7.35% less ownership

Funds ownership: 69.51% → 62.16% (-7.4%)

14% less capital invested

Capital invested by funds: $70.5M → $60.6M (-$9.9M)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
11
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAC
Mason & Associates (California)
California
+$4.96M
2
OMC
Old Mission Capital
Illinois
+$1.99M
3
PCM
Penserra Capital Management
California
+$732K
4
MPCL
My Personal CFO LLC
Washington
+$364K
5
BPA
Beacon Pointe Advisors
California
+$355K

Top Sellers

Rank Fund Capital Flow
1
W
Wealthquest
Ohio
-$6.53M
2
IIA
Integral Investment Advisors
California
-$831K
3
RPGK
Retirement Planning Group (Kansas)
Kansas
-$680K
4
Citadel Advisors
Citadel Advisors
Florida
-$387K
5
MWM
Maltin Wealth Management
New Jersey
-$384K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
26
Arax Advisory Partners
Colorado
$406K -$21.3K -666 -5%
FCFC
27
First Commonwealth Financial Corp
Pennsylvania
$380K -$7.63K -239 -2%
FFA
28
Fragasso Financial Advisors
Pennsylvania
$380K – – –
CAN
29
Cetera Advisor Networks
California
$376K -$38.3K -1,200 -9%
VWA
30
Visionary Wealth Advisors
Illinois
$361K +$16K +500 +4%
MPCL
31
My Personal CFO LLC
Washington
$347K +$364K +11,400 New
BPA
32
Beacon Pointe Advisors
California
$338K +$355K +11,113 New
VBFP
33
Valtinson Bruner Financial Planning
Minnesota
$335K – – –
FEG
34
Financial Enhancement Group
Indiana
$333K +$3.93K +123 +1%
AWS
35
Atria Wealth Solutions
New York
$331K – – –
Betterment LLC
36
Betterment LLC
New York
$320K +$27K +846 +9%
BMM
37
Berkshire Money Management
Massachusetts
$316K +$331K +10,366 New
AA
38
Advisory Alpha
Michigan
$284K – – –
BWM
39
BCS Wealth Management
Tennessee
$271K – – –
BBW
40
Blue Barn Wealth
Utah
$248K +$260K +8,154 New
TC
41
TownSquare Capital
Utah
$248K +$260K +8,154 New
PWMG
42
Pinnacle Wealth Management Group
Michigan
$246K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$240K -$14.9K -468 -6%
CFS
44
CRA Financial Services
New Jersey
$221K +$232K +7,260 New
AWA
45
Arkadios Wealth Advisors
Georgia
$207K -$160 -5 -0.1%
SS
46
Sunbelt Securities
Texas
$201K -$128K -4,000 -38%
AAS
47
Avantax Advisory Services
Texas
$200K – – –
CA
48
CoreCap Advisors
Michigan
$186K -$1.09K -34 -0.6%
BA
49
Bellwether Advisors
Nebraska
$145K – – –
IA
50
IFP Advisors
Florida
$59K – – –
1
2
3

BOCT Hedge Fund Activity: Q2 2022 in Review

60 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q2 2022, worth a combined $60.6M — down 14% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BOCT positions and 6 closed out — a net gain of 2 holders — while 11 added to existing stakes and 19 trimmed.

The largest buyer was Mason & Associates (California), opening a new position worth an estimated $4.96M. The largest seller was Wealthquest, cutting an estimated $6.53M.

  • 60 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q2 2022, up from 58 in Q1 2022.
  • Funds reported $60.6M of Innovator US Equity Buffer ETF October stock for Q2 2022, down 14% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Buffer ETF October positions in Q2 2022 and 6 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q2 2022 was Mason & Associates (California), an estimated $4.96M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q2 2022 was Wealthquest, an estimated $6.53M sold.

Based on aggregated 13F filings for Q2 2022.