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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

68 hedge funds and large institutions have $105M invested in Innovator US Equity Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-8
Holders Change %
-10.53%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
9
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$5.17M
2
W
2
Wealthquest
Ohio
$10.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.29M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$3.85M
5
PCM
5
Penserra Capital Management
California
$3.39M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.24M
2
RJA
2
Raymond James & Associates
Florida
$424K
3
OMC
3
Old Mission Capital
Illinois
$0
4
FCFC
4
First Commonwealth Financial Corp
Pennsylvania
$563K
5
XF
5
XML Financial
Maryland
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
BCS Wealth Management
Tennessee
$245K -$93.5K -2,574 -28%
SAG
52
SageView Advisory Group
California
$226K -$279K -7,678 -55%
ETIA
53
Epic Trust Investment Advisors
Washington
$223K – – –
RA
54
RFG Advisory
Alabama
$220K – – –
AWA
55
Arkadios Wealth Advisors
Georgia
$219K -$48.4K -1,330 -18%
SPWM
56
Straight Path Wealth Management
Michigan
$218K – – –
VWA
57
Visionary Wealth Advisors
Illinois
$213K -$34.6K -950 -14%
IA
58
IFP Advisors
Florida
$180K – – –
UBS Group
59
UBS Group
Switzerland
$107K +$10K +276 +10%
PIAS
60
PCA Investment Advisory Services
Ohio
$91.8K +$91.8K +2,524 New
SPIA
61
Steward Partners Investment Advisory
New York
$58.8K – – –
AF
62
Advisornet Financial
Minnesota
$50.9K – – –
BFEC
63
Benjamin F. Edwards & Company
Missouri
$39K – – –
SS
64
Sunbelt Securities
Texas
$29.1K -$20.9K -574 -42%
CIA
65
Cape Investment Advisory
Georgia
$21.8K – – –
LFG
66
Larson Financial Group
Missouri
$9.24K – – –
EWA
67
EverSource Wealth Advisors
Alabama
$3.64K – – –
GEA
68
Glen Eagle Advisors
New Jersey
$3.64K – – –
OMC
69
Old Mission Capital
Illinois
– -$1.38M -40,835 Closed
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
– -$573K -16,948 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– -$566K -16,736 Closed
Wolverine Trading
72
Wolverine Trading
Illinois
– -$496K -14,862 Closed
AWS
73
Atria Wealth Solutions
New York
– -$367K -10,868 Closed
AA
74
Advisory Alpha
Michigan
– -$315K -9,330 Closed
MHS
75
M Holdings Securities
Oregon
– -$230K -6,814 Closed
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