BOCT icon

Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

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.

Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
1.31%
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
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$20.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$7.67M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.56M
4
PCM
4
Penserra Capital Management
California
$15.2M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.29M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.1M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$4.68M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
CA
5
CoreCap Advisors
Michigan
$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$56.3K +1,302 +7%
CAM
35
Cresset Asset Management
Illinois
$819K -$280K -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 +$676K +15,641 New
Jane Street
42
Jane Street
New York
$673K +$673K +15,576 New
VBFP
43
Valtinson Bruner Financial Planning
Minnesota
$589K -$432 -10 -0.1%
Citadel Advisors
44
Citadel Advisors
Florida
$587K +$587K +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 +$4.63K +107 +0.9%
GTAM
49
Global Trust Asset Management
Florida
$501K -$90.8K -2,100 -15%
CA
50
CoreCap Advisors
Michigan
$498K -$457K -10,580 -48%
1
2
3 4 5