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Innovator US Equity Buffer ETF October
BOCT

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.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

25% more capital invested

Capital invested by funds: $124M → $156M (+$31.4M)

20% more funds holding

Funds holding: 82 → 98 (+16)

8.6% less ownership

Funds ownership: 71.01% → 62.41% (-8.6%)

Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
1.29%
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

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$20.6M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.34M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.77M
4
PCM
Penserra Capital Management
California
+$2.3M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$13.8M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$846K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$606K
4
Barclays
Barclays
United Kingdom
-$577K
5
CA
CoreCap Advisors
Michigan
-$457K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
76
TownSquare Capital
Utah
$205K -$150K -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 +$65.6K +1,519 New
AF
83
Advisornet Financial
Minnesota
$49.3K – – –
Jones Financial Companies
84
Jones Financial Companies
Missouri
$34.6K +$34.5K +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 -$7.64K -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 +$5.7K +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
1 2 3
4
5

BOCT Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q4 2024, worth a combined $156M — up 25% from $124M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BOCT positions and 4 closed out — a net gain of 18 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $20.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $13.8M.

  • 98 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q4 2024, up from 82 in Q3 2024.
  • Funds reported $156M of Innovator US Equity Buffer ETF October stock for Q4 2024, up 25% quarter-over-quarter.
  • 22 funds opened new Innovator US Equity Buffer ETF October positions in Q4 2024 and 4 closed out, a net change of +18 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q4 2024 was Brookstone Capital Management, an estimated $20.6M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q4 2024 was Commonwealth Equity Services, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2024.