Innovator US Equity Buffer ETF October
BOCT
77 hedge funds and large institutions have $174M invested in Innovator US Equity Buffer ETF October in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 1 closing their positions.
2,600% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 1
108% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 13
54% more capital invested
Capital invested by funds: $112M → $174M (+$61.3M)
43% more funds holding
Funds holding: 54 → 77 (+23)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
56.76% less ownership
Funds ownership: 132.17% → 75.4% (-57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$16.6M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.5M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
+$2.08M |
| 4 |
XF
XML Financial
Bethesda,
Maryland
|
+$1.9M |
| 5 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$259K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$136K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$125K |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$120K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$102K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
76
EverSource Wealth Advisors
Birmingham,
Alabama
| $3.18K | – | – | – |
|
|
GEA
77
Glen Eagle Advisors
Kingston,
New Jersey
| $3.18K | – | – | – |
|
|
78
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$136K | -4,561 | Closed |
|
BOCT Hedge Fund Activity: Q4 2022 in Review
77 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q4 2022, worth a combined $174M — up 54% from $112M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BOCT positions and 1 closed out — a net gain of 26 holders — while 27 added to existing stakes and 13 trimmed.
The largest buyer was TrustCore Financial Services, adding an estimated $16.6M. The largest seller was Osaic Holdings, cutting an estimated $259K.
- 77 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q4 2022, up from 54 in Q3 2022.
- Funds reported $174M of Innovator US Equity Buffer ETF October stock for Q4 2022, up 54% quarter-over-quarter.
- 27 funds opened new Innovator US Equity Buffer ETF October positions in Q4 2022 and 1 closed out, a net change of +26 holders.
- The largest Innovator US Equity Buffer ETF October buyer in Q4 2022 was TrustCore Financial Services, an estimated $16.6M added.
- The largest Innovator US Equity Buffer ETF October seller in Q4 2022 was Osaic Holdings, an estimated $259K sold.
Based on aggregated 13F filings for Q4 2022.