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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

68 hedge funds and large institutions have $105M invested in Innovator US Equity Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-8
Holders Change %
-10.53%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
9
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$5.17M
2
W
2
Wealthquest
Ohio
$10.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.29M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$3.85M
5
PCM
5
Penserra Capital Management
California
$3.39M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.24M
2
RJA
2
Raymond James & Associates
Florida
$424K
3
OMC
3
Old Mission Capital
Illinois
$0
4
FCFC
4
First Commonwealth Financial Corp
Pennsylvania
$563K
5
XF
5
XML Financial
Maryland
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
76
CRA Financial Services
New Jersey
– -$225K -6,660 Closed
BA
77
Bellwether Advisors
Nebraska
– -$153K -4,524 Closed
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
– -$30.3K -896 Closed
AAS
79
Ameritas Advisory Services
Nebraska
– -$1.71K -50 Closed
1 2 3
4