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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

76 hedge funds and large institutions have $95.8M invested in Innovator US Equity Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
9
Increased
9
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$14.2M
2
W
2
Wealthquest
Ohio
$7.35M
3
OMC
3
Old Mission Capital
Illinois
$1.38M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.04M
5
MPCL
5
My Personal CFO LLC
Washington
$585K

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$7.78M
2
BCM
2
Brookstone Capital Management
Illinois
$1.08M
3
MWM
3
Maltin Wealth Management
New Jersey
$844K
4
W
4
WPWealth
Texas
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$309K 9,150 -86 -0.9%
AAS
52
Avantax Advisory Services
Texas
$287K 8,487 +610 +8%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$285K 8,443 – –
PWMG
54
Pinnacle Wealth Management Group
Michigan
$273K 8,085 – –
AWA
55
Arkadios Wealth Advisors
Georgia
$248K 7,344 -679 -8%
VWA
56
Visionary Wealth Advisors
Illinois
$230K 6,810 -1,500 -18%
MHS
57
M Holdings Securities
Oregon
$230K 6,814 -9 -0.1%
MML Investors Services
58
MML Investors Services
Massachusetts
$229K 6,782 -799 -11%
CFS
59
CRA Financial Services
New Jersey
$225K 6,660 – –
ETIA
60
Epic Trust Investment Advisors
Washington
$207K 6,115 +6,115 New
RA
61
RFG Advisory
Alabama
$204K 6,042 +6,042 New
SPWM
62
Straight Path Wealth Management
Michigan
$203K 6,000 +6,000 New
BA
63
Bellwether Advisors
Nebraska
$153K 4,524 -115 -2%
IA
64
IFP Advisors
Florida
$122K 4,946 -3,932 -44%
UBS Group
65
UBS Group
Switzerland
$90.3K 2,671 +2,671 New
SPIA
66
Steward Partners Investment Advisory
New York
$54.7K 1,617 – –
AF
67
Advisornet Financial
Minnesota
$47.3K 1,400 – –
SS
68
Sunbelt Securities
Texas
$45.9K 1,374 -5,115 -79%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$37K 1,085 – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$30.3K 896 +896 New
CIA
71
Cape Investment Advisory
Georgia
$20.3K 600 +600 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$16.4K 486,388 -6,936 -1%
LFG
73
Larson Financial Group
Missouri
$8.59K 254 -4,215 -94%
EWA
74
EverSource Wealth Advisors
Alabama
$3.38K 100 – –
GEA
75
Glen Eagle Advisors
New Jersey
$3.38K 100 – –
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