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Innovator US Equity Buffer ETF October
BOCT

82 hedge funds and large institutions have $124M invested in Innovator US Equity Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.04% more ownership

Funds ownership: 67.97% → 71.01% (+3%)

5% more capital invested

Capital invested by funds: $119M → $124M (+$5.82M)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

8% less funds holding

Funds holding: 89 → 82 (-7)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
24
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.86M
2
PCM
Penserra Capital Management
California
+$2.59M
3
Cerity Partners
Cerity Partners
New York
+$1.84M
4
Osaic Holdings
Osaic Holdings
Arizona
+$643K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$599K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.27M
2
OMC
Old Mission Capital
Illinois
-$1.15M
3
DI
Diligent Investors
California
-$714K
4
BFC
Bedel Financial Consulting
Indiana
-$682K
5
BFA
Beacon Financial Advisory
Ohio
-$675K
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
51
Ashton Thomas Private Wealth
Arizona
$349K -$146K -3,492 -30%
TC
52
TownSquare Capital
Utah
$349K +$62.2K +1,483 +22%
SAG
53
SageView Advisory Group
California
$305K +$301K +7,189 New
SCA
54
Snowden Capital Advisors
New York
$301K – – –
AAS
55
Avantax Advisory Services
Texas
$298K – – –
PS
56
Principal Securities
Iowa
$293K +$163K +3,897 +130%
BFWM
57
Bright Futures Wealth Management
New York
$292K +$287K +6,833 New
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$276K -$98.1K -2,340 -26%
BFA
59
Beacon Financial Advisory
Ohio
$264K -$675K -16,106 -72%
TSW
60
Three Seasons Wealth
Utah
$236K – – –
IA
61
IFP Advisors
Florida
$218K +$4.19K +100 +2%
BCM
62
Brookstone Capital Management
Illinois
$218K -$2.73K -65 -1%
WCG
63
Weaver Consulting Group
California
$212K – – –
VFPW
64
Vantage Financial Partners (Wisconsin)
Wisconsin
$209K -$6.33K -151 -3%
WCM
65
Weaver Capital Management
Georgia
$131K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$104K – – –
HI
67
Harbour Investments
Wisconsin
$102K – – –
CA
68
Continuum Advisory
Idaho
$90.2K -$174K -4,153 -67%
AF
69
Advisornet Financial
Minnesota
$48.4K – – –
Morgan Stanley
70
Morgan Stanley
New York
$33.5K +$7.17K +171 +28%
SS
71
Sunbelt Securities
Texas
$31.8K – – –
FNWA
72
Financial Network Wealth Advisors
Utah
$27.4K – – –
CIA
73
Cape Investment Advisory
Georgia
$25.5K – – –
William Blair & Company
74
William Blair & Company
Illinois
$23.9K – – –
HGERS
75
Householder Group Estate & Retirement Specialist
Arizona
$19K – – –
1 2
3
4

BOCT Hedge Fund Activity: Q3 2024 in Review

82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q3 2024, worth a combined $124M — up 4.9% from $119M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BOCT and 5 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 24 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.86M. The largest seller was Jane Street, exiting entirely with an estimated $1.27M sold.

  • 82 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q3 2024, down from 89 in Q2 2024.
  • Funds reported $124M of Innovator US Equity Buffer ETF October stock for Q3 2024, up 4.9% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Buffer ETF October positions in Q3 2024 and 10 closed out, a net change of -5 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q3 2024 was Commonwealth Equity Services, an estimated $2.86M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q3 2024 was Jane Street, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2024.