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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

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
Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.19%
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

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$27.4M
2
PCM
2
Penserra Capital Management
California
$12.7M
3
Cerity Partners
3
Cerity Partners
New York
$3.28M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.71M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$606K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
DI
3
Diligent Investors
California
$947K
4
BFA
4
Beacon Financial Advisory
Ohio
$264K
5
BFC
5
Bedel Financial Consulting
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
51
Ashton Thomas Private Wealth
Arizona
$349K -$148K -3,492 -30%
TC
52
TownSquare Capital
Utah
$349K +$63K +1,483 +22%
SAG
53
SageView Advisory Group
California
$305K +$305K +7,189 New
SCA
54
Snowden Capital Advisors
New York
$301K – – –
AAS
55
Avantax Advisory Services
Texas
$298K – – –
PS
56
Principal Securities
Iowa
$293K +$165K +3,897 +130%
BFWM
57
Bright Futures Wealth Management
New York
$292K +$292K +6,833 New
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$276K -$99.3K -2,340 -26%
BFA
59
Beacon Financial Advisory
Ohio
$264K -$684K -16,106 -72%
TSW
60
Three Seasons Wealth
Utah
$236K – – –
IA
61
IFP Advisors
Florida
$218K +$4.25K +100 +2%
BCM
62
Brookstone Capital Management
Illinois
$218K -$2.76K -65 -1%
WCG
63
Weaver Consulting Group
California
$212K – – –
VFPW
64
Vantage Financial Partners (Wisconsin)
Wisconsin
$209K -$6.41K -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 -$180K -4,153 -67%
AF
69
Advisornet Financial
Minnesota
$48.4K – – –
Morgan Stanley
70
Morgan Stanley
New York
$33.5K +$7.26K +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