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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

87 hedge funds and large institutions have $137M invested in Innovator US Equity Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
87
Holders Change
+23
Holders Change %
+35.94%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
29
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$23.5M
2
ATPW
2
Ashton Thomas Private Wealth
Arizona
$6.96M
3
IIA
3
Integral Investment Advisors
California
$8.79M
4
FA
4
FSA Advisors
Michigan
$1.44M
5
MI
5
Motiv8 Investments
Florida
$1.25M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$5.16M
2
W
2
Wealthquest
Ohio
$10M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.95M
4
CAN
4
Cetera Advisor Networks
California
$666K
5
Citadel Advisors
5
Citadel Advisors
Florida
$568K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$23.5M 609,977 +90,804 +17%
W
2
Wealthquest
Ohio
$10M 260,056 -72,231 -22%
IIA
3
Integral Investment Advisors
California
$8.79M 228,608 +49,914 +28%
BCM
4
Brookstone Capital Management
Illinois
$7.53M 195,692 +21,857 +13%
ATPW
5
Ashton Thomas Private Wealth
Arizona
$6.96M 181,002 +52,134 +40%
PCM
6
Penserra Capital Management
California
$6.03M 156,833 +22,962 +17%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.89M 152,956 +6,004 +4%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$5.57M 144,716 +2,509 +2%
BMM
9
Berkshire Money Management
Massachusetts
$5.16M 134,070 -95,107 -41%
MSRI
10
Michael S. Ryan Inc
New York
$3.45M 89,802 -63 -0.1%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.37M 87,732 +10,341 +13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.95M 76,614 -17,299 -18%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$2.71M 70,457 +19,571 +38%
DI
14
DFPG Investments
Utah
$2.67M 70,116 -885 -1%
CA
15
Cetera Advisors
Colorado
$2.65M 68,902 +7,916 +13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.19M 56,942 +6,749 +13%
Cerity Partners
17
Cerity Partners
New York
$2.03M 52,777 +18,207 +53%
LPL Financial
18
LPL Financial
California
$1.96M 51,001 +22,305 +78%
CAM
19
Cresset Asset Management
Illinois
$1.92M 49,835 +9,486 +24%
KAS
20
Kestra Advisory Services
Texas
$1.58M 41,081 -3,290 -7%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$1.54M 40,099 +2,439 +6%
DI
22
Diligent Investors
California
$1.51M 39,328 -12 -0%
FA
23
FSA Advisors
Michigan
$1.44M 37,462 +37,462 New
MI
24
Motiv8 Investments
Florida
$1.25M 32,469 +32,469 New
BPA
25
Beacon Pointe Advisors
California
$1.1M 28,570 +359 +1%
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