Innovator US Equity Buffer ETF October
BOCT
64 hedge funds and large institutions have $113M invested in Innovator US Equity Buffer ETF October in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 10 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
9.18% more ownership
Funds ownership: 68.25% → 77.43% (+9.2%)
8% more capital invested
Capital invested by funds: $105M → $113M (+$8.41M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 68 → 64 (-4)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$5.45M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.49M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$1.48M |
| 4 |
W
Wealthquest
Cincinnati,
Ohio
|
+$1.35M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$1.09M |
| 2 |
XF
XML Financial
Bethesda,
Maryland
|
-$645K |
| 3 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
-$453K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$307K |
| 5 |
PWMG
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
-$294K |
BOCT Hedge Fund Activity: Q3 2023 in Review
64 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q3 2023, worth a combined $113M — up 8% from $105M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BOCT and 6 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 22 added.
The largest buyer was Brookstone Capital Management, adding an estimated $5.45M. The largest seller was Accuvest Global Advisors, exiting entirely with an estimated $1.09M sold.
- 64 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q3 2023, down from 68 in Q2 2023.
- Funds reported $113M of Innovator US Equity Buffer ETF October stock for Q3 2023, up 8% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Buffer ETF October positions in Q3 2023 and 10 closed out, a net change of -4 holders.
- The largest Innovator US Equity Buffer ETF October buyer in Q3 2023 was Brookstone Capital Management, an estimated $5.45M added.
- The largest Innovator US Equity Buffer ETF October seller in Q3 2023 was Accuvest Global Advisors, an estimated $1.09M sold.
Based on aggregated 13F filings for Q3 2023.