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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

68 hedge funds and large institutions have $105M invested in Innovator US Equity Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-8
Holders Change %
-10.53%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
9
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$5.17M
2
W
2
Wealthquest
Ohio
$10.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.29M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$3.85M
5
PCM
5
Penserra Capital Management
California
$3.39M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.24M
2
RJA
2
Raymond James & Associates
Florida
$424K
3
OMC
3
Old Mission Capital
Illinois
$0
4
FCFC
4
First Commonwealth Financial Corp
Pennsylvania
$563K
5
XF
5
XML Financial
Maryland
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$901K -$245K -6,785 -21%
Citadel Advisors
27
Citadel Advisors
Florida
$881K -$236K -6,496 -21%
BFA
28
Beacon Financial Advisory
Ohio
$881K – – –
BPA
29
Beacon Pointe Advisors
California
$873K -$1.18M -32,444 -57%
KF
30
Krilogy Financial
Missouri
$824K -$409K -11,250 -33%
DFA
31
DHJJ Financial Advisors
Illinois
$703K -$2.55K -70 -0.4%
CA
32
CoreCap Advisors
Michigan
$637K +$637K +17,511 New
BFC
33
Bedel Financial Consulting
Indiana
$635K -$41.6K -1,144 -6%
LF
34
Lantz Financial
Illinois
$605K – – –
FCFC
35
First Commonwealth Financial Corp
Pennsylvania
$563K -$1.31M -36,055 -70%
MPCL
36
My Personal CFO LLC
Washington
$557K -$72.8K -2,000 -12%
CAN
37
Cetera Advisor Networks
California
$515K – – –
GTAM
38
Global Trust Asset Management
Florida
$499K – – –
RJFSA
39
Raymond James Financial Services Advisors
Florida
$469K -$51.4K -1,412 -10%
VFPW
40
Vantage Financial Partners (Wisconsin)
Wisconsin
$453K -$1.35K -37 -0.3%
AAP
41
Arax Advisory Partners
Colorado
$447K -$5.57K -153 -1%
VBFP
42
Valtinson Bruner Financial Planning
Minnesota
$433K -$20.3K -557 -4%
RJA
43
Raymond James & Associates
Florida
$424K -$5.18M -142,435 -92%
SPC
44
Sigma Planning Corp
Michigan
$423K -$40.4K -1,111 -9%
TFS
45
Thoroughbred Financial Services
Tennessee
$369K – – –
AAS
46
Avantax Advisory Services
Texas
$309K – – –
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$307K – – –
PWMG
48
Pinnacle Wealth Management Group
Michigan
$294K – – –
Betterment LLC
49
Betterment LLC
New York
$283K -$49.7K -1,366 -15%
MML Investors Services
50
MML Investors Services
Massachusetts
$274K +$27.6K +761 +11%
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