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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

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.

Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.19%
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
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$27.4M
2
PCM
2
Penserra Capital Management
California
$12.7M
3
Cerity Partners
3
Cerity Partners
New York
$3.28M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.71M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$606K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
DI
3
Diligent Investors
California
$947K
4
BFA
4
Beacon Financial Advisory
Ohio
$264K
5
BFC
5
Bedel Financial Consulting
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
26
Diligent Investors
California
$947K -$723K -17,025 -43%
CA
27
CoreCap Advisors
Michigan
$938K -$52.2K -1,230 -5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$844K +$117K +2,745 +16%
ML
29
McAdam LLC
Pennsylvania
$809K – – –
MPCL
30
My Personal CFO LLC
Washington
$777K – – –
DFA
31
DHJJ Financial Advisors
Illinois
$765K -$17.2K -405 -2%
LF
32
Lantz Financial
Illinois
$754K +$594 +14 +0.1%
SPC
33
Sigma Planning Corp
Michigan
$737K -$4.12K -97 -0.6%
KF
34
Krilogy Financial
Missouri
$727K -$31.8K -750 -4%
MML Investors Services
35
MML Investors Services
Massachusetts
$639K +$16.1K +380 +3%
SWM
36
Spire Wealth Management
Virginia
$616K -$47.6K -1,121 -7%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$606K +$606K +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 +$577K +13,597 New
RA
41
RFG Advisory
Alabama
$564K -$24.2K -569 -4%
W
42
WPWealth
Texas
$543K +$22.4K +527 +4%
AAP
43
Arax Advisory Partners
Colorado
$539K +$57.5K +1,355 +12%
RJA
44
Raymond James & Associates
Florida
$499K – – –
CCAL
45
City Center Advisors LLC
Michigan
$498K -$18.4K -434 -4%
XF
46
XML Financial
Maryland
$450K – – –
TFS
47
Thoroughbred Financial Services
Tennessee
$431K – – –
BWM
48
BCS Wealth Management
Tennessee
$430K -$27.6K -649 -6%
SWP
49
Summit Wealth Partners
Florida
$409K +$409K +9,637 New
SPWM
50
Straight Path Wealth Management
Michigan
$372K +$118K +2,772 +46%
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