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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

58 hedge funds and large institutions have $70.5M invested in Innovator US Equity Buffer ETF October in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
8
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IIA
1
Integral Investment Advisors
California
$7.01M
2
PCM
2
Penserra Capital Management
California
$625K
3
MWM
3
Maltin Wealth Management
New Jersey
$10.2M
4
Truist Financial
4
Truist Financial
North Carolina
$944K
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$425K

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
SMC
2
Smith, Moore & Co
Missouri
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.22M
4
BPA
4
Beacon Pointe Advisors
California
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.56M
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthquest
Ohio
$14.5M 420,670 – –
MWM
2
Maltin Wealth Management
New Jersey
$10.2M 298,766 +14,933 +5%
IIA
3
Integral Investment Advisors
California
$7.01M 205,780 +126,490 +160%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.22M 68,914 -11,314 -14%
ATPW
5
Ashton Thomas Private Wealth
Arizona
$3.57M 104,723 -633 -0.6%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.56M 104,570 -11,668 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.8M 82,114 -2,154 -3%
DI
8
DFPG Investments
Utah
$2.5M 74,781 -2,888 -4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.68M 49,433 -54 -0.1%
KAS
10
Kestra Advisory Services
Texas
$1.51M 44,481 -4,942 -10%
DI
11
Diligent Investors
California
$1.32M 38,653 – –
CA
12
Cetera Advisors
Colorado
$1.08M 31,734 -135 -0.4%
Truist Financial
13
Truist Financial
North Carolina
$944K 27,717 +13,030 +89%
LPL Financial
14
LPL Financial
California
$877K 25,745 -1,212 -4%
BFA
15
Beacon Financial Advisory
Ohio
$723K 21,235 -8,965 -30%
DFA
16
DHJJ Financial Advisors
Illinois
$697K 20,467 -350 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$686K 20,134 +2,915 +17%
RPGK
18
Retirement Planning Group (Kansas)
Kansas
$680K 19,973 – –
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$673K 19,761 -400 -2%
PCM
20
Penserra Capital Management
California
$625K 18,384 +18,384 New
BFC
21
Bedel Financial Consulting
Indiana
$582K 17,099 – –
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$544K 15,982 -2,522 -14%
AAP
23
Arax Advisory Partners
Colorado
$477K 13,999 -200 -1%
CAN
24
Cetera Advisor Networks
California
$462K 13,558 +1,820 +16%
CCM
25
Covington Capital Management
California
$438K 12,855 +2,500 +24%
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