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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

98 hedge funds and large institutions have $156M invested in Innovator US Equity Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
36
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$20.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$7.67M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.56M
4
PCM
4
Penserra Capital Management
California
$15.2M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.29M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.1M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$4.68M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
CA
5
CoreCap Advisors
Michigan
$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
76
TownSquare Capital
Utah
$205K -$151K -3,482 -42%
WSFS
77
Wilmington Savings Fund Society
Delaware
$143K +$143K +3,317 New
WCM
78
Weaver Capital Management
Georgia
$134K – – –
SPIA
79
Steward Partners Investment Advisory
New York
$106K – – –
SMAM
80
Sugar Maple Asset Management
Wisconsin
$102K +$102K +2,353 New
CA
81
Continuum Advisory
Idaho
$89.9K -$43 -1 -0%
IWM
82
IMG Wealth Management
Florida
$65.7K +$65.7K +1,519 New
AF
83
Advisornet Financial
Minnesota
$49.3K – – –
Jones Financial Companies
84
Jones Financial Companies
Missouri
$34.6K +$34.6K +800 New
Morgan Stanley
85
Morgan Stanley
New York
$34.1K – – –
SS
86
Sunbelt Securities
Texas
$32.5K – – –
CIA
87
Cape Investment Advisory
Georgia
$25.9K – – –
CFG
88
Chapman Financial Group
Hawaii
$21.6K +$21.6K +500 New
FNWA
89
Financial Network Wealth Advisors
Utah
$20.2K -$7.65K -177 -27%
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$19K – – –
CFD
91
Creative Financial Designs
Indiana
$17.3K – – –
CJ
92
Caitlin John
Michigan
$16K – – –
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$12.1K – – –
NWMP
94
Noble Wealth Management PBC
Colorado
$10.8K +$10.8K +250 New
CIAS
95
Capital Investment Advisory Services
North Carolina
$5.71K +$5.71K +132 New
EWA
96
EverSource Wealth Advisors
Alabama
$4.32K – – –
GEA
97
Glen Eagle Advisors
New Jersey
$4.32K – – –
LFG
98
Larson Financial Group
Missouri
$3.07K – – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
– -$606K -14,278 Closed
Barclays
100
Barclays
United Kingdom
– -$577K -13,597 Closed
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4
5