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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

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
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

1
BMM
1
Berkshire Money Management
Massachusetts
$51.8M
2
BCM
2
Brookstone Capital Management
Illinois
$5.52M
3
RJA
3
Raymond James & Associates
Florida
$4.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.78M
5
TFS
5
TrustCore Financial Services
Tennessee
$2.13M

Top Sellers

1
MPCL
1
My Personal CFO LLC
Washington
$610K
2
MAC
2
Mason & Associates (California)
California
$0
3
MWM
3
Maltin Wealth Management
New Jersey
$4.26M
4
W
4
Wealthquest
Ohio
$2.23M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
26
Bedel Financial Consulting
Indiana
$609K +$76.2K +2,447 +14%
BFA
27
Beacon Financial Advisory
Ohio
$601K – – –
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$474K -$1.82K -61 -0.4%
CCM
29
Covington Capital Management
California
$414K +$14.9K +500 +4%
AAP
30
Arax Advisory Partners
Colorado
$408K +$9.18K +307 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$405K +$405K +13,539 New
FCFC
32
First Commonwealth Financial Corp
Pennsylvania
$375K +$2.03K +68 +0.5%
VWA
33
Visionary Wealth Advisors
Illinois
$362K +$7.47K +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 +$303K +10,163 New
CAN
38
Cetera Advisor Networks
California
$295K -$74.5K -2,492 -20%
AA
39
Advisory Alpha
Michigan
$279K – – –
PWMG
40
Pinnacle Wealth Management Group
Michigan
$242K – – –
AWA
41
Arkadios Wealth Advisors
Georgia
$229K +$25.5K +851 +13%
CFS
42
CRA Financial Services
New Jersey
$217K – – –
SPC
43
Sigma Planning Corp
Michigan
$210K +$210K +7,021 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$136K -$98.6K -3,308 -42%
BA
45
Bellwether Advisors
Nebraska
$136K -$6.46K -216 -5%
IA
46
IFP Advisors
Florida
$83K +$24.6K +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