Innovator US Equity Buffer ETF October
BOCT
87 hedge funds and large institutions have $137M invested in Innovator US Equity Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 2 closing their positions.
1,150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 17
36% more funds holding
Funds holding: 64 → 87 (+23)
21% more capital invested
Capital invested by funds: $113M → $137M (+$23.9M)
4.97% less ownership
Funds ownership: 77.43% → 72.46% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.33M |
| 2 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$1.91M |
| 3 |
IIA
Integral Investment Advisors
Turlock,
California
|
+$1.83M |
| 4 |
Goldman Sachs
New York
|
+$860K |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$841K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$3.48M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
-$2.65M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$634K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$450K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$318K |
BOCT Hedge Fund Activity: Q4 2023 in Review
87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q4 2023, worth a combined $137M — up 21% from $113M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BOCT positions and 2 closed out — a net gain of 23 holders — while 29 added to existing stakes and 17 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.33M. The largest seller was Berkshire Money Management, cutting an estimated $3.48M.
- 87 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q4 2023, up from 64 in Q3 2023.
- Funds reported $137M of Innovator US Equity Buffer ETF October stock for Q4 2023, up 21% quarter-over-quarter.
- 25 funds opened new Innovator US Equity Buffer ETF October positions in Q4 2023 and 2 closed out, a net change of +23 holders.
- The largest Innovator US Equity Buffer ETF October buyer in Q4 2023 was Commonwealth Equity Services, an estimated $3.33M added.
- The largest Innovator US Equity Buffer ETF October seller in Q4 2023 was Berkshire Money Management, an estimated $3.48M sold.
Based on aggregated 13F filings for Q4 2023.