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Innovator US Equity Buffer ETF October
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Overview Fund Activity

76 hedge funds and large institutions have $95.8M invested in Innovator US Equity Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
9
Increased
9
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$14.2M
2
W
2
Wealthquest
Ohio
$7.35M
3
OMC
3
Old Mission Capital
Illinois
$1.38M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.04M
5
MPCL
5
My Personal CFO LLC
Washington
$585K

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$7.78M
2
BCM
2
Brookstone Capital Management
Illinois
$1.08M
3
MWM
3
Maltin Wealth Management
New Jersey
$844K
4
W
4
WPWealth
Texas
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$14.2M 419,734 +419,734 New
BMM
2
Berkshire Money Management
Massachusetts
$7.78M 230,228 -1,560,607 -87%
W
3
Wealthquest
Ohio
$7.35M 217,295 +76,541 +54%
IIA
4
Integral Investment Advisors
California
$6.43M 190,179 -3,039 -2%
RJA
5
Raymond James & Associates
Florida
$5.21M 154,087 -6,989 -4%
ATPW
6
Ashton Thomas Private Wealth
Arizona
$3.28M 96,873 -543 -0.6%
PCM
7
Penserra Capital Management
California
$2.97M 87,704 -6,048 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.61M 77,218 +6,173 +9%
DI
9
DFPG Investments
Utah
$2.42M 71,546 – –
CA
10
Cetera Advisors
Colorado
$2.08M 61,535 -588 -0.9%
XF
11
XML Financial
Maryland
$2.08M 61,496 +1,315 +2%
Cerity Partners
12
Cerity Partners
New York
$1.94M 57,475 – –
BPA
13
Beacon Pointe Advisors
California
$1.91M 56,432 -2,027 -3%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.89M 56,037 -46,039 -45%
FFA
15
Fragasso Financial Advisors
Pennsylvania
$1.84M 54,292 – –
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.76M 51,975 -3,069 -6%
FCFC
17
First Commonwealth Financial Corp
Pennsylvania
$1.74M 51,532 -221 -0.4%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.71M 50,469 -6,913 -12%
KAS
19
Kestra Advisory Services
Texas
$1.39M 41,018 -1,727 -4%
OMC
20
Old Mission Capital
Illinois
$1.38M 40,835 +28,714 +237%
DI
21
Diligent Investors
California
$1.33M 39,340 – –
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$1.3M 38,485 -9,565 -20%
KF
23
Krilogy Financial
Missouri
$1.15M 33,905 -17,575 -34%
BCM
24
Brookstone Capital Management
Illinois
$1.08M 31,747 -159,996 -83%
Citadel Advisors
25
Citadel Advisors
Florida
$1.04M 30,716 +21,144 +221%
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