Innovator US Equity Buffer ETF October
BOCT
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
12.82% more ownership
Funds ownership: 56.69% → 69.51% (+13%)
8% more capital invested
Capital invested by funds: $65.2M → $70.5M (+$5.29M)
4% more funds holding
Funds holding: 56 → 58 (+2)
65% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IIA
Integral Investment Advisors
Turlock,
California
|
+$4.24M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$616K |
| 3 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$500K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$436K |
| 5 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$418K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.45M |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$972K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$634K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$391K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$379K |
BOCT Hedge Fund Activity: Q1 2022 in Review
58 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q1 2022, worth a combined $70.5M — up 8.1% from $65.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BOCT positions and 7 closed out — a net gain of 2 holders — while 8 added to existing stakes and 23 trimmed.
The largest buyer was Integral Investment Advisors, adding an estimated $4.24M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $1.45M sold.
- 58 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q1 2022, up from 56 in Q4 2021.
- Funds reported $70.5M of Innovator US Equity Buffer ETF October stock for Q1 2022, up 8.1% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Buffer ETF October positions in Q1 2022 and 7 closed out, a net change of +2 holders.
- The largest Innovator US Equity Buffer ETF October buyer in Q1 2022 was Integral Investment Advisors, an estimated $4.24M added.
- The largest Innovator US Equity Buffer ETF October seller in Q1 2022 was Kingsview Wealth Management, an estimated $1.45M sold.
Based on aggregated 13F filings for Q1 2022.