Innovator US Equity Buffer ETF October
BOCT
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.
10% more capital invested
Capital invested by funds: $95.8M → $105M (+$9.32M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.2% less ownership
Funds ownership: 69.45% → 68.25% (-1.2%)
11% less funds holding
Funds holding: 76 → 68 (-8)
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
74% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$2.98M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$2.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$452K |
| 4 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$305K |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$9.54M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.93M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.38M |
| 4 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
-$1.25M |
| 5 |
XF
XML Financial
Bethesda,
Maryland
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFS
76
CRA Financial Services
Northfield,
New Jersey
| – | -$225K | -6,660 | Closed |
|
|
BA
77
Bellwether Advisors
Lincoln,
Nebraska
| – | -$153K | -4,524 | Closed |
|
78
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$30.3K | -896 | Closed |
|
|
AAS
79
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$1.71K | -50 | Closed |
|
BOCT Hedge Fund Activity: Q2 2023 in Review
68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q2 2023, worth a combined $105M — up 9.7% from $95.8M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BOCT and 3 opened new positions — a net loss of 8 holders — while 34 trimmed existing stakes and 9 added.
The largest buyer was HighTower Advisors, adding an estimated $2.98M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $9.54M.
- 68 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q2 2023, down from 76 in Q1 2023.
- Funds reported $105M of Innovator US Equity Buffer ETF October stock for Q2 2023, up 9.7% quarter-over-quarter.
- 3 funds opened new Innovator US Equity Buffer ETF October positions in Q2 2023 and 11 closed out, a net change of -8 holders.
- The largest Innovator US Equity Buffer ETF October buyer in Q2 2023 was HighTower Advisors, an estimated $2.98M added.
- The largest Innovator US Equity Buffer ETF October seller in Q2 2023 was CAPTRUST Financial Advisors, an estimated $9.54M sold.
Based on aggregated 13F filings for Q2 2023.