We are live on ! Find out more
BOCT icon

Innovator US Equity Buffer ETF October
BOCT

54 hedge funds and large institutions have $112M invested in Innovator US Equity Buffer ETF October in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more capital invested

Capital invested by funds: $60.6M → $112M (+$51.9M)

70.01% more ownership

Funds ownership: 62.16% → 132.17% (+70%)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

10% less funds holding

Funds holding: 60 → 54 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
7
Increased
19
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BMM
Berkshire Money Management
Massachusetts
+$54.5M
2
BCM
Brookstone Capital Management
Illinois
+$5.87M
3
RJA
Raymond James & Associates
Florida
+$4.56M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.46M
5
TFS
TrustCore Financial Services
Tennessee
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
MAC
Mason & Associates (California)
California
-$4.72M
2
MWM
Maltin Wealth Management
New Jersey
-$4.57M
3
W
Wealthquest
Ohio
-$4.48M
4
OMC
Old Mission Capital
Illinois
-$2.15M
5
Wolverine Trading
Wolverine Trading
Illinois
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
26
Bedel Financial Consulting
Indiana
$609K +$77.5K +2,447 +14%
BFA
27
Beacon Financial Advisory
Ohio
$601K – – –
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$474K -$1.93K -61 -0.4%
CCM
29
Covington Capital Management
California
$414K +$15.8K +500 +4%
AAP
30
Arax Advisory Partners
Colorado
$408K +$9.72K +307 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$405K +$429K +13,539 New
FCFC
32
First Commonwealth Financial Corp
Pennsylvania
$375K +$2.15K +68 +0.5%
VWA
33
Visionary Wealth Advisors
Illinois
$362K +$7.91K +250 +2%
VBFP
34
Valtinson Bruner Financial Planning
Minnesota
$329K – – –
AWS
35
Atria Wealth Solutions
New York
$325K – – –
Betterment LLC
36
Betterment LLC
New York
$320K – – –
TFS
37
Thoroughbred Financial Services
Tennessee
$303K +$322K +10,163 New
CAN
38
Cetera Advisor Networks
California
$295K -$78.9K -2,492 -20%
AA
39
Advisory Alpha
Michigan
$279K – – –
PWMG
40
Pinnacle Wealth Management Group
Michigan
$242K – – –
AWA
41
Arkadios Wealth Advisors
Georgia
$229K +$26.9K +851 +13%
CFS
42
CRA Financial Services
New Jersey
$217K – – –
SPC
43
Sigma Planning Corp
Michigan
$210K +$222K +7,021 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$136K -$105K -3,308 -42%
BA
45
Bellwether Advisors
Nebraska
$136K -$6.84K -216 -5%
IA
46
IFP Advisors
Florida
$83K +$31.7K +1,000 +42%
SAM
47
Strategic Asset Management
Minnesota
$43K – – –
AF
48
Advisornet Financial
Minnesota
$42K – – –
APA
49
American Portfolios Advisors
New York
$33.2K – – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$32K – – –
1
2
3

BOCT Hedge Fund Activity: Q3 2022 in Review

54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q3 2022, worth a combined $112M — up 86% from $60.6M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BOCT and 7 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was Berkshire Money Management, adding an estimated $54.5M. The largest seller was Mason & Associates (California), exiting entirely with an estimated $4.72M sold.

  • 54 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q3 2022, down from 60 in Q2 2022.
  • Funds reported $112M of Innovator US Equity Buffer ETF October stock for Q3 2022, up 86% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Buffer ETF October positions in Q3 2022 and 13 closed out, a net change of -6 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q3 2022 was Berkshire Money Management, an estimated $54.5M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q3 2022 was Mason & Associates (California), an estimated $4.72M sold.

Based on aggregated 13F filings for Q3 2022.