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Innovator US Equity Buffer ETF October

89 hedge funds and large institutions have $165M invested in Innovator US Equity Buffer ETF October in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 9589 (-6)

8.72% less ownership

Funds ownership: 80.2%71.48% (-8.7%)

34% less capital invested

Capital invested by funds: $251M → $165M (-$85.9M)

47% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 34

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
18
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$403K
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$401K +$81.2K +1,899 +28%
SPWM
53
Straight Path Wealth Management
Michigan
$391K -$7.74K -181 -2%
PS
54
Principal Securities
Iowa
$384K -$940 -22 -0.3%
JWCA
55
J.W. Cole Advisors
Florida
$378K
SAG
56
SageView Advisory Group
California
$375K
SCA
57
Snowden Capital Advisors
New York
$371K
BA
58
Bellwether Advisors
Nebraska
$370K
TF
59
Trek Financial
Arizona
$363K -$1.5K -35 -0.4%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$351K -$725K -16,955 -69%
CW
61
CreativeOne Wealth
Kansas
$345K -$1.75K -41 -0.5%
BFA
62
Beacon Financial Advisory
Ohio
$327K
HI
63
Harbour Investments
Wisconsin
$313K -$10K -235 -3%
AWM
64
Axxcess Wealth Management
California
$303K
SWM
65
Spire Wealth Management
Virginia
$301K -$187K -4,387 -40%
RA
66
RFG Advisory
Alabama
$296K -$453K -10,594 -62%
IA
67
IFP Advisors
Florida
$292K +$64.2K +1,502 +31%
SNWA
68
Siligmueller & Norvid Wealth Advisors
Illinois
$274K
TSW
69
Three Seasons Wealth
Utah
$253K
NA
70
NewEdge Advisors
Louisiana
$225K +$212K +4,955 New
ASN
71
Advisory Services Network
Georgia
$212K +$196K +4,592 New
Morgan Stanley
72
Morgan Stanley
New York
$188K
Barclays
73
Barclays
United Kingdom
$168K +$11.3K +264 +8%
WSFS
74
Wilmington Savings Fund Society
Delaware
$151K
WTFG
75
Wood Tarver Financial Group
Idaho
$124K

BOCT Hedge Fund Activity: Q2 2025 in Review

89 of the 7,600 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q2 2025, worth a combined $165M — down 34% from $251M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BOCT and 4 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 18 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $7.35M. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $74.7M sold.

  • 89 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q2 2025, down from 95 in Q1 2025.
  • Funds reported $165M of Innovator US Equity Buffer ETF October stock for Q2 2025, down 34% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Buffer ETF October positions in Q2 2025 and 9 closed out, a net change of -5 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q2 2025 was Commonwealth Equity Services, an estimated $7.35M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q2 2025 was Stuart Chaussee & Associates, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2025.