Innovator US Equity Buffer ETF October
BOCT
60 hedge funds and large institutions have $60.6M invested in Innovator US Equity Buffer ETF October in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
3% more funds holding
Funds holding: 58 → 60 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7.35% less ownership
Funds ownership: 69.51% → 62.16% (-7.4%)
14% less capital invested
Capital invested by funds: $70.5M → $60.6M (-$9.9M)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
+$4.96M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.99M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$732K |
| 4 |
MPCL
My Personal CFO LLC
Vancouver,
Washington
|
+$364K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$355K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$6.53M |
| 2 |
IIA
Integral Investment Advisors
Turlock,
California
|
-$831K |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$680K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$387K |
| 5 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$384K |
BOCT Hedge Fund Activity: Q2 2022 in Review
60 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q2 2022, worth a combined $60.6M — down 14% from $70.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BOCT positions and 6 closed out — a net gain of 2 holders — while 11 added to existing stakes and 19 trimmed.
The largest buyer was Mason & Associates (California), opening a new position worth an estimated $4.96M. The largest seller was Wealthquest, cutting an estimated $6.53M.
- 60 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q2 2022, up from 58 in Q1 2022.
- Funds reported $60.6M of Innovator US Equity Buffer ETF October stock for Q2 2022, down 14% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Buffer ETF October positions in Q2 2022 and 6 closed out, a net change of +2 holders.
- The largest Innovator US Equity Buffer ETF October buyer in Q2 2022 was Mason & Associates (California), an estimated $4.96M added.
- The largest Innovator US Equity Buffer ETF October seller in Q2 2022 was Wealthquest, an estimated $6.53M sold.
Based on aggregated 13F filings for Q2 2022.