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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

76 hedge funds and large institutions have $95.8M invested in Innovator US Equity Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
9
Increased
9
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$14.2M
2
W
2
Wealthquest
Ohio
$7.35M
3
OMC
3
Old Mission Capital
Illinois
$1.38M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.04M
5
MPCL
5
My Personal CFO LLC
Washington
$585K

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$7.78M
2
BCM
2
Brookstone Capital Management
Illinois
$1.08M
3
MWM
3
Maltin Wealth Management
New Jersey
$844K
4
W
4
WPWealth
Texas
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
AGA
26
Accuvest Global Advisors
Utah
$1.01M 30,000 -30,000 -50%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$992K 29,354 -5,555 -16%
Truist Financial
28
Truist Financial
North Carolina
$870K 25,723 -350 -1%
MWM
29
Maltin Wealth Management
New Jersey
$844K 24,975 -133,888 -84%
LPL Financial
30
LPL Financial
California
$820K 24,245 – –
BFA
31
Beacon Financial Advisory
Ohio
$818K 24,205 – –
DFA
32
DHJJ Financial Advisors
Illinois
$654K 19,378 -1,035 -5%
BFC
33
Bedel Financial Consulting
Indiana
$629K 18,605 -636 -3%
MPCL
34
My Personal CFO LLC
Washington
$585K 17,300 +17,282 +96,011%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$573K 16,948 +16,948 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$566K 16,736 +8,525 +104%
LF
37
Lantz Financial
Illinois
$562K 16,615 -246 -1%
Wolverine Trading
38
Wolverine Trading
Illinois
$496K 14,862 -2,274 -13%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$484K 14,304 – –
CAN
40
Cetera Advisor Networks
California
$478K 14,146 -4,229 -23%
SAG
41
SageView Advisory Group
California
$469K 13,880 – –
GTAM
42
Global Trust Asset Management
Florida
$463K 13,700 – –
SPC
43
Sigma Planning Corp
Michigan
$431K 12,739 -2,593 -17%
VFPW
44
Vantage Financial Partners (Wisconsin)
Wisconsin
$422K 12,485 +725 +6%
VBFP
45
Valtinson Bruner Financial Planning
Minnesota
$421K 12,456 – –
AAP
46
Arax Advisory Partners
Colorado
$421K 12,441 – –
AWS
47
Atria Wealth Solutions
New York
$367K 10,868 – –
TFS
48
Thoroughbred Financial Services
Tennessee
$343K 10,163 – –
AA
49
Advisory Alpha
Michigan
$315K 9,330 – –
BWM
50
BCS Wealth Management
Tennessee
$315K 9,318 -780 -8%
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