We are live on ! Find out more
BOCT icon

Innovator US Equity Buffer ETF October

36 hedge funds and large institutions have $49.2M invested in Innovator US Equity Buffer ETF October in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $42.9M → $49.2M (+$6.3M)

6.96% more ownership

Funds ownership: 52.77%59.73% (+7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 4036 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
6
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Maltin Wealth Management
New Jersey
$9.7M -$150K -4,704 -2%
W
2
Wealthquest
Ohio
$8.93M +$3.61M +113,292 +69%
ATPW
3
Ashton Thomas Private Wealth
Arizona
$3.4M
Citadel Advisors
4
Citadel Advisors
Florida
$2.89M +$2.85M +89,492 New
Osaic Holdings
5
Osaic Holdings
Arizona
$2.78M -$115K -3,605 -4%
SPC
6
Sigma Planning Corp
Michigan
$2.67M -$57.2K -1,795 -2%
DI
7
DFPG Investments
Utah
$2.51M
HighTower Advisors
8
HighTower Advisors
Illinois
$2.48M -$705K -22,150 -22%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.46M -$17.2K -539 -1%
Wolverine Trading
10
Wolverine Trading
Illinois
$1.28M +$702K +22,046 +125%
OMC
11
Old Mission Capital
Illinois
$1.12M +$722K +22,668 +187%
DI
12
Diligent Investors
California
$965K
BFA
13
Beacon Financial Advisory
Ohio
$946K -$86K -2,700 -8%
LPL Financial
14
LPL Financial
California
$861K -$22.3K -700 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$677K +$668K +20,973 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$658K -$92.2K -2,896 -12%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$658K +$80.8K +2,538 +14%
KAS
18
Kestra Advisory Services
Texas
$590K -$10.3K -322 -2%
DFA
19
DHJJ Financial Advisors
Illinois
$590K -$1.47K -46 -0.3%
BFC
20
Bedel Financial Consulting
Indiana
$552K
FEG
21
Financial Enhancement Group
Indiana
$457K -$41.9K -1,317 -9%
SMC
22
Smith, Moore & Co
Missouri
$417K +$29K +911 +8%
RPGK
23
Retirement Planning Group (Kansas)
Kansas
$383K +$378K +11,865 New
CAN
24
Cetera Advisor Networks
California
$346K +$341K +10,718 New
AAP
25
Arax Advisory Partners
Colorado
$340K +$336K +10,551 New

BOCT Hedge Fund Activity: Q2 2021 in Review

36 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q2 2021, worth a combined $49.2M — up 15% from $42.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BOCT and 5 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 6 added.

The largest buyer was Wealthquest, adding an estimated $3.61M. The largest seller was Strategic Blueprint, exiting entirely with an estimated $1M sold.

  • 36 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q2 2021, down from 40 in Q1 2021.
  • Funds reported $49.2M of Innovator US Equity Buffer ETF October stock for Q2 2021, up 15% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Buffer ETF October positions in Q2 2021 and 9 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q2 2021 was Wealthquest, an estimated $3.61M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q2 2021 was Strategic Blueprint, an estimated $1M sold.

Based on aggregated 13F filings for Q2 2021.