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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
22
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$6.16M
2
PCM
2
Penserra Capital Management
California
$4.75M
3
CAM
3
Cresset Asset Management
Illinois
$1.43M
4
W
4
Wealthquest
Ohio
$11.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18.4M

Top Sellers

1
AGA
1
Accuvest Global Advisors
Utah
$0
2
XF
2
XML Financial
Maryland
$373K
3
VFPW
3
Vantage Financial Partners (Wisconsin)
Wisconsin
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
PWMG
5
Pinnacle Wealth Management Group
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWM
51
Straight Path Wealth Management
Michigan
$213K – – –
AWM
52
AE Wealth Management
Kansas
$207K +$207K +5,823 New
ETIA
53
Epic Trust Investment Advisors
Washington
$201K -$16K -450 -7%
IA
54
IFP Advisors
Florida
$176K – – –
BFEC
55
Benjamin F. Edwards & Company
Missouri
$92K +$53.5K +1,511 +139%
AF
56
Advisornet Financial
Minnesota
$88.9K +$39.2K +1,104 +79%
SPIA
57
Steward Partners Investment Advisory
New York
$57.4K – – –
SS
58
Sunbelt Securities
Texas
$26.6K -$1.78K -50 -6%
CAL
59
Capital Analysts LLC
Pennsylvania
$22K +$22K +616 New
CIA
60
Cape Investment Advisory
Georgia
$21.3K – – –
LFG
61
Larson Financial Group
Missouri
$9.02K – – –
EWA
62
EverSource Wealth Advisors
Alabama
$3.55K – – –
GEA
63
Glen Eagle Advisors
New Jersey
$3.55K – – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$107 +$107 +3 New
AGA
65
Accuvest Global Advisors
Utah
– -$1.09M -30,000 Closed
VFPW
66
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$453K -12,448 Closed
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
– -$307K -8,443 Closed
PWMG
68
Pinnacle Wealth Management Group
Michigan
– -$294K -8,085 Closed
BWM
69
BCS Wealth Management
Tennessee
– -$245K -6,744 Closed
RA
70
RFG Advisory
Alabama
– -$220K -6,042 Closed
AWA
71
Arkadios Wealth Advisors
Georgia
– -$219K -6,014 Closed
VWA
72
Visionary Wealth Advisors
Illinois
– -$213K -5,860 Closed
UBS Group
73
UBS Group
Switzerland
– -$107K -2,947 Closed
PIAS
74
PCA Investment Advisory Services
Ohio
– -$91.8K -2,524 Closed
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