Innovator US Equity Buffer ETF October
BOCT
76 hedge funds and large institutions have $95.8M invested in Innovator US Equity Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 36 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% less funds holding
Funds holding: 77 → 76 (-1)
5.96% less ownership
Funds ownership: 75.4% → 69.45% (-6%)
45% less capital invested
Capital invested by funds: $174M → $95.8M (-$78M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
75% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$13.8M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$2.52M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$946K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$696K |
| 5 |
MPCL
My Personal CFO LLC
Vancouver,
Washington
|
+$569K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$51.4M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$5.27M |
| 3 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$4.41M |
| 4 |
W
WPWealth
Fort Worth,
Texas
|
-$2.43M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
76
Ameritas Advisory Services
Lincoln,
Nebraska
| $1.71K | +$1.65K | +50 | New |
|
|
W
77
WPWealth
Fort Worth,
Texas
| – | -$2.43M | -76,560 | Closed |
|
|
WCG
78
Weaver Consulting Group
Huntington Beach,
California
| – | -$232K | -7,301 | Closed |
|
|
RGF
79
Retirement Guys Formula
Maumee,
Ohio
| – | -$218K | -6,853 | Closed |
|
|
SFG
80
Steward Financial Group
Colleyville,
Texas
| – | -$125K | -3,939 | Closed |
|
81
Rockefeller Capital Management
New York
| – | -$31K | -1,000 | Closed |
|
|
MCC
82
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$26K | -820 | Closed |
|
|
USCWA
83
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$18.7K | -590 | Closed |
|
|
SWM
84
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$4.76K | -150 | Closed |
|
BOCT Hedge Fund Activity: Q1 2023 in Review
76 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q1 2023, worth a combined $95.8M — down 45% from $174M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BOCT positions and 8 closed out — a net gain of 1 holder — while 9 added to existing stakes and 36 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $13.8M. The largest seller was Berkshire Money Management, cutting an estimated $51.4M.
- 76 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q1 2023, down from 77 in Q4 2022.
- Funds reported $95.8M of Innovator US Equity Buffer ETF October stock for Q1 2023, down 45% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Buffer ETF October positions in Q1 2023 and 8 closed out, a net change of +1 holder.
- The largest Innovator US Equity Buffer ETF October buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $13.8M added.
- The largest Innovator US Equity Buffer ETF October seller in Q1 2023 was Berkshire Money Management, an estimated $51.4M sold.
Based on aggregated 13F filings for Q1 2023.