Innovator US Equity Buffer ETF October
BOCT
77 hedge funds and large institutions have $112M 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.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% less funds holding
Funds holding: 78 → 77 (-1)
44.6% less ownership
Funds ownership: 114.09% → 69.49% (-45%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
71% less capital inflows, than outflows
Capital inflows: $20.4M | Capital outflows: $69.9M
75% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$13.8M |
| 2 |
Wealthquest
Cincinnati,
Ohio
|
+$2.52M |
| 3 |
Old Mission Capital
Chicago,
Illinois
|
+$946K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$696K |
| 5 |
My Personal CFO LLC
Vancouver,
Washington
|
+$569K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Money Management
Dalton,
Massachusetts
|
-$51.4M |
| 2 |
Brookstone Capital Management
Wheaton,
Illinois
|
-$5.27M |
| 3 |
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$4.41M |
| 4 |
WPWealth
Fort Worth,
Texas
|
-$2.43M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.52M |
BOCT Hedge Fund Activity: Q1 2023 in Review
77 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q1 2023, worth a combined $112M — down 35% from $174M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BOCT positions and 8 closed out — a net gain of 1 holder — while 9 added to existing stakes and 36 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $13.8M. The largest seller was Berkshire Money Management, cutting an estimated $51.4M.
- 77 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q1 2023, down from 78 in Q4 2022.
- Funds reported $112M of Innovator US Equity Buffer ETF October stock for Q1 2023, down 35% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Buffer ETF October positions in Q1 2023 and 8 closed out, a net change of +1 holder.
- The largest Innovator US Equity Buffer ETF October buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $13.8M added.
- The largest Innovator US Equity Buffer ETF October seller in Q1 2023 was Berkshire Money Management, an estimated $51.4M sold.
Based on aggregated 13F filings for Q1 2023.