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Innovator US Equity Buffer ETF October
BOCT

95 hedge funds and large institutions have $251M invested in Innovator US Equity Buffer ETF October in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $156M → $251M (+$94.8M)

17.79% more ownership

Funds ownership: 62.41% → 80.2% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 98 → 95 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
95
Holders Change
-3
Holders Change %
-3.06%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
22
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Stuart Chaussee & Associates
California
+$77.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$15.5M
3
GS
GWN Securities
Florida
+$3.22M
4
PCM
Penserra Capital Management
California
+$2.62M
5
BCM
Brookstone Capital Management
Illinois
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$1.25M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.18M
3
W
Wealthquest
Ohio
-$852K
4
Jane Street
Jane Street
New York
-$673K
5
W
WPWealth
Texas
-$579K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
51
BCS Wealth Management
Tennessee
$518K -$10.2K -235 -2%
CA
52
CoreCap Advisors
Michigan
$513K +$29.2K +674 +6%
SWM
53
Spire Wealth Management
Virginia
$463K -$261K -6,024 -35%
TFS
54
Thoroughbred Financial Services
Tennessee
$427K – – –
Citadel Advisors
55
Citadel Advisors
Florida
$423K -$152K -3,512 -26%
XF
56
XML Financial
Maryland
$417K -$52.4K -1,207 -11%
SWP
57
Summit Wealth Partners
Florida
$405K – – –
William Blair & Company
58
William Blair & Company
Illinois
$372K – – –
SPWM
59
Straight Path Wealth Management
Michigan
$369K +$2.47K +57 +0.7%
PS
60
Principal Securities
Iowa
$366K – – –
JWCA
61
J.W. Cole Advisors
Florida
$349K +$360K +8,306 New
SCA
62
Snowden Capital Advisors
New York
$343K – – –
BA
63
Bellwether Advisors
Nebraska
$342K – – –
SAG
64
SageView Advisory Group
California
$339K – – –
TF
65
Trek Financial
Arizona
$337K – – –
CW
66
CreativeOne Wealth
Kansas
$321K -$2.13K -49 -0.6%
BFA
67
Beacon Financial Advisory
Ohio
$302K – – –
HI
68
Harbour Investments
Wisconsin
$299K -$18.1K -417 -6%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$289K – – –
AWM
70
Axxcess Wealth Management
California
$280K – – –
CB
71
Chris Bulman
California
$268K -$1.17K -27 -0.4%
SNWA
72
Siligmueller & Norvid Wealth Advisors
Illinois
$252K – – –
SWP
73
Sagespring Wealth Partners
Tennessee
$246K +$253K +5,841 New
AAS
74
Avantax Advisory Services
Texas
$245K -$51.2K -1,180 -17%
TSW
75
Three Seasons Wealth
Utah
$234K – – –
1 2
3
4 5

BOCT Hedge Fund Activity: Q1 2025 in Review

95 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q1 2025, worth a combined $251M — up 61% from $156M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BOCT and 9 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 22 added.

The largest buyer was Stuart Chaussee & Associates, opening a new position worth an estimated $77.1M. The largest seller was MML Investors Services, cutting an estimated $1.25M.

  • 95 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q1 2025, down from 98 in Q4 2024.
  • Funds reported $251M of Innovator US Equity Buffer ETF October stock for Q1 2025, up 61% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF October positions in Q1 2025 and 10 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Buffer ETF October buyer in Q1 2025 was Stuart Chaussee & Associates, an estimated $77.1M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q1 2025 was MML Investors Services, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2025.