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Innovator US Equity Buffer ETF October
BOCT

58 hedge funds and large institutions have $70.5M invested in Innovator US Equity Buffer ETF October in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

12.82% more ownership

Funds ownership: 56.69% → 69.51% (+13%)

8% more capital invested

Capital invested by funds: $65.2M → $70.5M (+$5.29M)

4% more funds holding

Funds holding: 56 → 58 (+2)

65% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 23

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
8
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IIA
Integral Investment Advisors
California
+$4.24M
2
PCM
Penserra Capital Management
California
+$616K
3
MWM
Maltin Wealth Management
New Jersey
+$500K
4
Truist Financial
Truist Financial
North Carolina
+$436K
5
FFA
Fragasso Financial Advisors
Pennsylvania
+$418K

Top Sellers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
-$1.45M
2
SMC
Smith, Moore & Co
Missouri
-$972K
3
BPA
Beacon Pointe Advisors
California
-$634K
4
HighTower Advisors
HighTower Advisors
Illinois
-$391K
5
Osaic Holdings
Osaic Holdings
Arizona
-$379K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Advisornet Financial
Minnesota
$48K – – –
APA
52
American Portfolios Advisors
New York
$37.8K – – –
BFEC
53
Benjamin F. Edwards & Company
Missouri
$37K – – –
OCM
54
Orion Capital Management
California
$24K – – –
SWM
55
Sugarloaf Wealth Management
Georgia
$5K – – –
GEA
56
Glen Eagle Advisors
New Jersey
$3.4K – – –
EWA
57
EverSource Wealth Advisors
Alabama
$3K – – –
IF
58
Integrity Financial
Wyoming
$3K – – –
KWM
59
Kingsview Wealth Management
Oregon
– -$1.45M -41,893 Closed
SMC
60
Smith, Moore & Co
Missouri
– -$972K -28,125 Closed
BPA
61
Beacon Pointe Advisors
California
– -$634K -18,344 Closed
MPCL
62
My Personal CFO LLC
Washington
– -$256K -7,400 Closed
WMS
63
Wealth Management Solutions
Pennsylvania
– -$205K -5,937 Closed
Morgan Stanley
64
Morgan Stanley
New York
– -$11K -324 Closed
SCA
65
Snowden Capital Advisors
New York
– -$3K -100 Closed
1 2
3

BOCT Hedge Fund Activity: Q1 2022 in Review

58 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q1 2022, worth a combined $70.5M — up 8.1% from $65.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BOCT positions and 7 closed out — a net gain of 2 holders — while 8 added to existing stakes and 23 trimmed.

The largest buyer was Integral Investment Advisors, adding an estimated $4.24M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $1.45M sold.

  • 58 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q1 2022, up from 56 in Q4 2021.
  • Funds reported $70.5M of Innovator US Equity Buffer ETF October stock for Q1 2022, up 8.1% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF October positions in Q1 2022 and 7 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q1 2022 was Integral Investment Advisors, an estimated $4.24M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q1 2022 was Kingsview Wealth Management, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2022.