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Innovator US Equity Buffer ETF October
BOCT

91 hedge funds and large institutions have $130M invested in Innovator US Equity Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

5% more funds holding

Funds holding: 87 → 91 (+4)

0.41% more ownership

Funds ownership: 72.46% → 72.87% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less capital invested

Capital invested by funds: $137M → $130M (-$7.66M)

52% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 33

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
16
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.1M
2
PCM
Penserra Capital Management
California
+$2.3M
3
ML
McAdam LLC
Pennsylvania
+$752K
4
CA
CoreCap Advisors
Michigan
+$627K
5
KAS
Kestra Advisory Services
Texas
+$612K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$7.45M
2
W
Wealthquest
Ohio
-$6.76M
3
MSRI
Michael S. Ryan Inc
New York
-$3.45M
4
BMM
Berkshire Money Management
Massachusetts
-$2.84M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$928K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
51
Arax Advisory Partners
Colorado
$461K -$3.16K -80 -0.7%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$455K +$168K +4,255 +61%
RA
53
RFG Advisory
Alabama
$435K +$424K +10,746 New
XF
54
XML Financial
Maryland
$429K +$3.55K +90 +0.9%
TFS
55
Thoroughbred Financial Services
Tennessee
$411K – – –
TC
56
TownSquare Capital
Utah
$406K -$179K -4,529 -31%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$358K +$349K +8,847 New
AWS
58
Atria Wealth Solutions
New York
$330K +$321K +8,142 New
Citadel Advisors
59
Citadel Advisors
Florida
$320K -$270K -6,849 -46%
SCA
60
Snowden Capital Advisors
New York
$287K – – –
BCM
61
Brookstone Capital Management
Illinois
$287K -$7.45M -188,601 -96%
AAS
62
Avantax Advisory Services
Texas
$284K – – –
Betterment LLC
63
Betterment LLC
New York
$258K -$10.3K -260 -4%
CA
64
Continuum Advisory
Idaho
$256K -$16.7K -424 -6%
SPWM
65
Straight Path Wealth Management
Michigan
$243K – – –
TF
66
Trek Financial
Arizona
$237K – – –
ETIA
67
Epic Trust Investment Advisors
Washington
$229K – – –
TSW
68
Three Seasons Wealth
Utah
$225K – – –
VFPW
69
Vantage Financial Partners (Wisconsin)
Wisconsin
$222K -$12.8K -323 -6%
SWA
70
Stratos Wealth Advisors
Ohio
$213K – – –
IA
71
IFP Advisors
Florida
$204K – – –
WCG
72
Weaver Consulting Group
California
$202K +$197K +4,987 New
WCM
73
Weaver Capital Management
Georgia
$125K +$122K +3,096 New
PS
74
Principal Securities
Iowa
$118K – – –
BFEC
75
Benjamin F. Edwards & Company
Missouri
$105K – – –
1 2
3
4

BOCT Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q1 2024, worth a combined $130M — down 5.6% from $137M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BOCT positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 33 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $3.1M. The largest seller was Brookstone Capital Management, cutting an estimated $7.45M.

  • 91 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q1 2024, up from 87 in Q4 2023.
  • Funds reported $130M of Innovator US Equity Buffer ETF October stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Buffer ETF October positions in Q1 2024 and 6 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q1 2024 was Cetera Investment Advisers, an estimated $3.1M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q1 2024 was Brookstone Capital Management, an estimated $7.45M sold.

Based on aggregated 13F filings for Q1 2024.