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Innovator US Equity Buffer ETF October

98 hedge funds and large institutions have $156M invested in Innovator US Equity Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

25% more capital invested

Capital invested by funds: $124M → $156M (+$31.4M)

20% more funds holding

Funds holding: 8298 (+16)

8.6% less ownership

Funds ownership: 71.01%62.41% (-8.6%)

Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
36
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
Bullseye Investment Management
Ohio
$1.15M +$1.15M +26,528 New
DWP
27
Daymark Wealth Partners
Ohio
$1.14M +$1.14M +26,397 New
FCFC
28
First Commonwealth Financial Corp
Pennsylvania
$1.14M +$114K +2,638 +11%
MPCL
29
My Personal CFO LLC
Washington
$1.12M +$330K +7,635 +42%
Truist Financial
30
Truist Financial
North Carolina
$1.07M +$3.93K +91 +0.4%
MWM
31
Maltin Wealth Management
New Jersey
$1.03M
DI
32
Diligent Investors
California
$964K -$216 -5 -0%
RA
33
RFG Advisory
Alabama
$862K +$287K +6,651 +50%
LF
34
Lantz Financial
Illinois
$824K +$56.2K +1,302 +7%
CAM
35
Cresset Asset Management
Illinois
$819K -$279K -6,472 -25%
ML
36
McAdam LLC
Pennsylvania
$810K -$13.8K -319 -2%
DFA
37
DHJJ Financial Advisors
Illinois
$807K +$28.1K +651 +4%
SPC
38
Sigma Planning Corp
Michigan
$761K +$10.9K +253 +1%
KF
39
Krilogy Financial
Missouri
$741K
SWM
40
Spire Wealth Management
Virginia
$737K +$109K +2,532 +17%
CF
41
Centaurus Financial
California
$676K +$675K +15,641 New
Jane Street
42
Jane Street
New York
$673K +$672K +15,576 New
VBFP
43
Valtinson Bruner Financial Planning
Minnesota
$589K -$432 -10 -0.1%
Citadel Advisors
44
Citadel Advisors
Florida
$587K +$586K +13,578 New
W
45
WPWealth
Texas
$579K +$25.5K +591 +5%
AAP
46
Arax Advisory Partners
Colorado
$546K -$2.33K -54 -0.4%
BWM
47
BCS Wealth Management
Tennessee
$543K +$105K +2,437 +24%
CCAL
48
City Center Advisors LLC
Michigan
$512K +$4.62K +107 +0.9%
GTAM
49
Global Trust Asset Management
Florida
$501K -$90.6K -2,100 -15%
CA
50
CoreCap Advisors
Michigan
$498K -$457K -10,580 -48%

BOCT Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q4 2024, worth a combined $156M — up 25% from $124M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BOCT positions and 4 closed out — a net gain of 18 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $20.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $13.8M.

  • 98 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q4 2024, up from 82 in Q3 2024.
  • Funds reported $156M of Innovator US Equity Buffer ETF October stock for Q4 2024, up 25% quarter-over-quarter.
  • 22 funds opened new Innovator US Equity Buffer ETF October positions in Q4 2024 and 4 closed out, a net change of +18 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q4 2024 was Brookstone Capital Management, an estimated $20.6M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q4 2024 was Commonwealth Equity Services, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2024.