Innovator US Equity Buffer ETF October
BOCT
41 hedge funds and large institutions have $42.1M invested in Innovator US Equity Buffer ETF October in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
23% more capital invested
Capital invested by funds: $34.1M → $42.1M (+$7.98M)
21% more funds holding
Funds holding: 34 → 41 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.17% less ownership
Funds ownership: 52.5% → 50.33% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$1.81M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$919K |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$706K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$628K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$500K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$857K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$552K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$503K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$435K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$322K |
BOCT Hedge Fund Activity: Q4 2020 in Review
41 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q4 2020, worth a combined $42.1M — up 23% from $34.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BOCT positions and 6 closed out — a net gain of 7 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Wealthquest, opening a new position worth an estimated $1.81M. The largest seller was Maltin Wealth Management, cutting an estimated $857K.
- 41 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q4 2020, up from 34 in Q3 2020.
- Funds reported $42.1M of Innovator US Equity Buffer ETF October stock for Q4 2020, up 23% quarter-over-quarter.
- 13 funds opened new Innovator US Equity Buffer ETF October positions in Q4 2020 and 6 closed out, a net change of +7 holders.
- The largest Innovator US Equity Buffer ETF October buyer in Q4 2020 was Wealthquest, an estimated $1.81M added.
- The largest Innovator US Equity Buffer ETF October seller in Q4 2020 was Maltin Wealth Management, an estimated $857K sold.
Based on aggregated 13F filings for Q4 2020.