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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

98 hedge funds and large institutions have $156M invested in Innovator US Equity Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
36
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$20.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$7.67M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.56M
4
PCM
4
Penserra Capital Management
California
$15.2M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.29M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.1M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$4.68M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
CA
5
CoreCap Advisors
Michigan
$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
51
XML Financial
Maryland
$481K +$23.4K +541 +5%
TFS
52
Thoroughbred Financial Services
Tennessee
$439K – – –
SWP
53
Summit Wealth Partners
Florida
$417K – – –
William Blair & Company
54
William Blair & Company
Illinois
$383K +$359K +8,295 +1,476%
SPWM
55
Straight Path Wealth Management
Michigan
$377K -$2.38K -55 -0.6%
PS
56
Principal Securities
Iowa
$366K +$67.7K +1,567 +23%
ATPW
57
Ashton Thomas Private Wealth
Arizona
$355K – – –
SCA
58
Snowden Capital Advisors
New York
$353K +$46K +1,065 +15%
BA
59
Bellwether Advisors
Nebraska
$352K +$352K +8,147 New
SAG
60
SageView Advisory Group
California
$349K +$37.8K +875 +12%
TF
61
Trek Financial
Arizona
$346K +$346K +8,015 New
CW
62
CreativeOne Wealth
Kansas
$332K +$332K +7,686 New
HI
63
Harbour Investments
Wisconsin
$326K +$222K +5,145 +215%
BFA
64
Beacon Financial Advisory
Ohio
$311K +$42.4K +982 +16%
AAS
65
Avantax Advisory Services
Texas
$303K – – –
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$297K +$15.9K +368 +6%
AWM
67
Axxcess Wealth Management
California
$288K +$288K +6,665 New
OWA
68
Outlook Wealth Advisors
Texas
$286K +$286K +6,616 New
CB
69
Chris Bulman
California
$277K +$277K +6,409 New
SNWA
70
Siligmueller & Norvid Wealth Advisors
Illinois
$259K +$259K +6,000 New
IA
71
IFP Advisors
Florida
$247K +$25.3K +585 +11%
WTFG
72
Wood Tarver Financial Group
Idaho
$246K +$246K +5,713 New
TSW
73
Three Seasons Wealth
Utah
$241K – – –
WCG
74
Weaver Consulting Group
California
$216K – – –
NA
75
NewEdge Advisors
Louisiana
$206K +$204K +4,710 +10,467%
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3
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