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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

64 hedge funds and large institutions have $113M invested in Innovator US Equity Buffer ETF October in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
22
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$6.16M
2
PCM
2
Penserra Capital Management
California
$4.75M
3
CAM
3
Cresset Asset Management
Illinois
$1.43M
4
W
4
Wealthquest
Ohio
$11.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18.4M

Top Sellers

1
AGA
1
Accuvest Global Advisors
Utah
$0
2
XF
2
XML Financial
Maryland
$373K
3
VFPW
3
Vantage Financial Partners (Wisconsin)
Wisconsin
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
PWMG
5
Pinnacle Wealth Management Group
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$18.4M 519,173 +35,748 +7%
W
2
Wealthquest
Ohio
$11.8M 332,287 +37,004 +13%
BMM
3
Berkshire Money Management
Massachusetts
$8.14M 229,177 -801 -0.3%
IIA
4
Integral Investment Advisors
California
$6.34M 178,694 -5,692 -3%
BCM
5
Brookstone Capital Management
Illinois
$6.16M 173,835 +148,873 +596%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.22M 146,952 +4,942 +3%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$5.05M 142,207 -1,840 -1%
PCM
8
Penserra Capital Management
California
$4.75M 133,871 +40,608 +44%
ATPW
9
Ashton Thomas Private Wealth
Arizona
$4.57M 128,868 +23,171 +22%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.33M 93,913 +3,622 +4%
MSRI
11
Michael S. Ryan Inc
New York
$3.14M 89,865 -1,832 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.75M 77,391 +27,990 +57%
DI
13
DFPG Investments
Utah
$2.55M 71,001 – –
CA
14
Cetera Advisors
Colorado
$2.17M 60,986 +1,617 +3%
FFA
15
Fragasso Financial Advisors
Pennsylvania
$1.81M 50,886 +7,338 +17%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.78M 50,193 +1,382 +3%
KAS
17
Kestra Advisory Services
Texas
$1.58M 44,371 +53 +0.1%
CAM
18
Cresset Asset Management
Illinois
$1.43M 40,349 +40,349 New
DI
19
Diligent Investors
California
$1.4M 39,340 – –
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$1.34M 37,660 -809 -2%
Cerity Partners
21
Cerity Partners
New York
$1.23M 34,570 -2,500 -7%
CAN
22
Cetera Advisor Networks
California
$1.05M 29,599 +15,453 +109%
LPL Financial
23
LPL Financial
California
$1.02M 28,696 +3,601 +14%
BPA
24
Beacon Pointe Advisors
California
$1M 28,211 +4,223 +18%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$948K 26,717 -2,617 -9%
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