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Innovator US Equity Buffer ETF October
BOCT

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.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

25% more capital invested

Capital invested by funds: $124M → $156M (+$31.4M)

20% more funds holding

Funds holding: 82 → 98 (+16)

8.6% less ownership

Funds ownership: 71.01% → 62.41% (-8.6%)

Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
1.29%
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

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$20.6M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.34M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.77M
4
PCM
Penserra Capital Management
California
+$2.3M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$13.8M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$846K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$606K
4
Barclays
Barclays
United Kingdom
-$577K
5
CA
CoreCap Advisors
Michigan
-$457K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$358K +8,295 +1,476%
SPWM
55
Straight Path Wealth Management
Michigan
$377K -$2.37K -55 -0.6%
PS
56
Principal Securities
Iowa
$366K +$67.6K +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 +$247K +5,713 New
TSW
73
Three Seasons Wealth
Utah
$241K – – –
WCG
74
Weaver Consulting Group
California
$216K – – –
NA
75
NewEdge Advisors
Louisiana
$206K +$203K +4,710 +10,467%
1 2
3
4 5

BOCT Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q4 2024, worth a combined $156M — up 25% from $124M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BOCT positions and 4 closed out — a net gain of 18 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $20.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $13.8M.

  • 98 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q4 2024, up from 82 in Q3 2024.
  • Funds reported $156M of Innovator US Equity Buffer ETF October stock for Q4 2024, up 25% quarter-over-quarter.
  • 22 funds opened new Innovator US Equity Buffer ETF October positions in Q4 2024 and 4 closed out, a net change of +18 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q4 2024 was Brookstone Capital Management, an estimated $20.6M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q4 2024 was Commonwealth Equity Services, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2024.