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Innovator US Equity Buffer ETF October
BOCT

91 hedge funds and large institutions have $130M invested in Innovator US Equity Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

5% more funds holding

Funds holding: 87 → 91 (+4)

0.41% more ownership

Funds ownership: 72.46% → 72.87% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less capital invested

Capital invested by funds: $137M → $130M (-$7.66M)

52% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 33

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
16
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.1M
2
PCM
Penserra Capital Management
California
+$2.3M
3
ML
McAdam LLC
Pennsylvania
+$752K
4
CA
CoreCap Advisors
Michigan
+$627K
5
KAS
Kestra Advisory Services
Texas
+$612K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$7.45M
2
W
Wealthquest
Ohio
-$6.76M
3
MSRI
Michael S. Ryan Inc
New York
-$3.45M
4
BMM
Berkshire Money Management
Massachusetts
-$2.84M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$928K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.06M -$43.3K -1,096 -4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.01M +$269K +6,804 +38%
Truist Financial
28
Truist Financial
North Carolina
$1M -$632 -16 -0.1%
MWM
29
Maltin Wealth Management
New Jersey
$977K – – –
OMC
30
Old Mission Capital
Illinois
$944K +$252K +6,386 +38%
BFA
31
Beacon Financial Advisory
Ohio
$903K -$69.6K -1,762 -7%
W
32
WPWealth
Texas
$874K – – –
KF
33
Krilogy Financial
Missouri
$820K – – –
FCFC
34
First Commonwealth Financial Corp
Pennsylvania
$778K +$95.2K +2,412 +14%
DFA
35
DHJJ Financial Advisors
Illinois
$776K -$7.3K -185 -1%
ML
36
McAdam LLC
Pennsylvania
$771K +$752K +19,052 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$767K -$39 -1 -0%
MPCL
38
My Personal CFO LLC
Washington
$741K – – –
LF
39
Lantz Financial
Illinois
$719K -$3.63K -92 -0.5%
SPC
40
Sigma Planning Corp
Michigan
$711K -$78.8K -1,995 -10%
BFC
41
Bedel Financial Consulting
Indiana
$664K -$2.41K -61 -0.4%
MML Investors Services
42
MML Investors Services
Massachusetts
$643K +$5.8K +147 +0.9%
SWM
43
Spire Wealth Management
Virginia
$633K -$130K -3,296 -17%
Jane Street
44
Jane Street
New York
$587K +$573K +14,512 New
VBFP
45
Valtinson Bruner Financial Planning
Minnesota
$580K – – –
CAN
46
Cetera Advisor Networks
California
$558K -$139K -3,529 -20%
GTAM
47
Global Trust Asset Management
Florida
$554K – – –
BWM
48
BCS Wealth Management
Tennessee
$510K -$56.1K -1,421 -10%
CCAL
49
City Center Advisors LLC
Michigan
$493K +$480K +12,171 New
RJA
50
Raymond James & Associates
Florida
$476K +$24.1K +611 +5%
1
2
3 4

BOCT Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q1 2024, worth a combined $130M — down 5.6% from $137M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BOCT positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 33 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $3.1M. The largest seller was Brookstone Capital Management, cutting an estimated $7.45M.

  • 91 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q1 2024, up from 87 in Q4 2023.
  • Funds reported $130M of Innovator US Equity Buffer ETF October stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Buffer ETF October positions in Q1 2024 and 6 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q1 2024 was Cetera Investment Advisers, an estimated $3.1M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q1 2024 was Brookstone Capital Management, an estimated $7.45M sold.

Based on aggregated 13F filings for Q1 2024.