Innovator US Equity Buffer ETF October
BOCT
56 hedge funds and large institutions have $65.2M invested in Innovator US Equity Buffer ETF October in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 4 closing their positions.
475% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 4
375% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 4
51% more funds holding
Funds holding: 37 → 56 (+19)
35% more capital invested
Capital invested by funds: $48.2M → $65.2M (+$17M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.66% less ownership
Funds ownership: 61.35% → 56.69% (-4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.06M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$1.61M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.42M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$741K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$707K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$483K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$473K |
| 3 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$444K |
| 4 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$332K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$237K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Morgan Stanley
New York
| $11K | +$11K | +324 | New |
|
|
SWM
52
Sugarloaf Wealth Management
Duluth,
Georgia
| $5K | – | – | – |
|
|
GEA
53
Glen Eagle Advisors
Kingston,
New Jersey
| $3.46K | – | – | – |
|
|
IF
54
Integrity Financial
Cheyenne,
Wyoming
| $3K | +$3.08K | +91 | New |
|
|
EWA
55
EverSource Wealth Advisors
Birmingham,
Alabama
| $3K | +$3.39K | +100 | New |
|
|
SCA
56
Snowden Capital Advisors
New York
| $3K | +$3.39K | +100 | New |
|
|
LNC
57
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$483K | -14,771 | Closed |
|
|
58
Citadel Advisors
Miami,
Florida
| – | -$473K | -14,492 | Closed |
|
|
SB
59
Strategic Blueprint
Atlanta,
Georgia
| – | -$237K | -7,249 | Closed |
|
|
CWA
60
Clearview Wealth Advisors
Salem,
Oregon
| – | -$59K | -1,800 | Closed |
|
BOCT Hedge Fund Activity: Q4 2021 in Review
56 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q4 2021, worth a combined $65.2M — up 35% from $48.2M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new BOCT positions and 4 closed out — a net gain of 19 holders — while 19 added to existing stakes and 4 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $2.06M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $483K sold.
- 56 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q4 2021, up from 37 in Q3 2021.
- Funds reported $65.2M of Innovator US Equity Buffer ETF October stock for Q4 2021, up 35% quarter-over-quarter.
- 23 funds opened new Innovator US Equity Buffer ETF October positions in Q4 2021 and 4 closed out, a net change of +19 holders.
- The largest Innovator US Equity Buffer ETF October buyer in Q4 2021 was Commonwealth Equity Services, an estimated $2.06M added.
- The largest Innovator US Equity Buffer ETF October seller in Q4 2021 was Lincoln National Corp, an estimated $483K sold.
Based on aggregated 13F filings for Q4 2021.