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Innovator US Equity Buffer ETF October

82 hedge funds and large institutions have $124M invested in Innovator US Equity Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.04% more ownership

Funds ownership: 67.97%71.01% (+3%)

5% more capital invested

Capital invested by funds: $119M → $124M (+$5.82M)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

8% less funds holding

Funds holding: 8982 (-7)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
24
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
26
Diligent Investors
California
$947K -$714K -17,025 -43%
CA
27
CoreCap Advisors
Michigan
$938K -$51.6K -1,230 -5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$844K +$115K +2,745 +16%
ML
29
McAdam LLC
Pennsylvania
$809K
MPCL
30
My Personal CFO LLC
Washington
$777K
DFA
31
DHJJ Financial Advisors
Illinois
$765K -$17K -405 -2%
LF
32
Lantz Financial
Illinois
$754K +$587 +14 +0.1%
SPC
33
Sigma Planning Corp
Michigan
$737K -$4.07K -97 -0.6%
KF
34
Krilogy Financial
Missouri
$727K -$31.4K -750 -4%
MML Investors Services
35
MML Investors Services
Massachusetts
$639K +$15.9K +380 +3%
SWM
36
Spire Wealth Management
Virginia
$616K -$47K -1,121 -7%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$606K +$599K +14,278 New
GTAM
38
Global Trust Asset Management
Florida
$582K
VBFP
39
Valtinson Bruner Financial Planning
Minnesota
$579K -$42 -1 -0%
Barclays
40
Barclays
United Kingdom
$577K +$570K +13,597 New
RA
41
RFG Advisory
Alabama
$564K -$23.9K -569 -4%
W
42
WPWealth
Texas
$543K +$22.1K +527 +4%
AAP
43
Arax Advisory Partners
Colorado
$539K +$56.8K +1,355 +12%
RJA
44
Raymond James & Associates
Florida
$499K
CCAL
45
City Center Advisors LLC
Michigan
$498K -$18.2K -434 -4%
XF
46
XML Financial
Maryland
$450K
TFS
47
Thoroughbred Financial Services
Tennessee
$431K
BWM
48
BCS Wealth Management
Tennessee
$430K -$27.2K -649 -6%
SWP
49
Summit Wealth Partners
Florida
$409K +$404K +9,637 New
SPWM
50
Straight Path Wealth Management
Michigan
$372K +$116K +2,772 +46%

BOCT Hedge Fund Activity: Q3 2024 in Review

82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q3 2024, worth a combined $124M — up 4.9% from $119M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BOCT and 5 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 24 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.86M. The largest seller was Jane Street, exiting entirely with an estimated $1.27M sold.

  • 82 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q3 2024, down from 89 in Q2 2024.
  • Funds reported $124M of Innovator US Equity Buffer ETF October stock for Q3 2024, up 4.9% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Buffer ETF October positions in Q3 2024 and 10 closed out, a net change of -5 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q3 2024 was Commonwealth Equity Services, an estimated $2.86M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q3 2024 was Jane Street, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2024.