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Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

91 hedge funds and large institutions have $130M invested in Innovator US Equity Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
16
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$3.18M
2
PCM
2
Penserra Capital Management
California
$8.7M
3
DAS
3
Diversify Advisory Services
Utah
$1.93M
4
ML
4
McAdam LLC
Pennsylvania
$771K
5
CA
5
CoreCap Advisors
Michigan
$1.45M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$287K
2
W
2
Wealthquest
Ohio
$3.59M
3
MSRI
3
Michael S. Ryan Inc
New York
$0
4
BMM
4
Berkshire Money Management
Massachusetts
$2.51M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$23.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$23.7M 586,465 -23,512 -4%
IIA
2
Integral Investment Advisors
California
$9.63M 238,053 +9,445 +4%
PCM
3
Penserra Capital Management
California
$8.7M 215,060 +58,227 +37%
ATPW
4
Ashton Thomas Private Wealth
Arizona
$7.09M 175,232 -5,770 -3%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.29M 155,271 +2,315 +2%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$5.84M 144,231 -485 -0.3%
W
7
Wealthquest
Ohio
$3.59M 88,720 -171,336 -66%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.18M 78,481 +78,481 New
Osaic Holdings
9
Osaic Holdings
Arizona
$3.05M 75,437 -12,295 -14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.94M 72,577 -4,037 -5%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$2.85M 70,457 – –
CA
12
Cetera Advisors
Colorado
$2.62M 64,700 -4,202 -6%
LPL Financial
13
LPL Financial
California
$2.58M 63,636 +12,635 +25%
BMM
14
Berkshire Money Management
Massachusetts
$2.51M 62,027 -72,043 -54%
KAS
15
Kestra Advisory Services
Texas
$2.29M 56,583 +15,502 +38%
Cerity Partners
16
Cerity Partners
New York
$2.15M 53,027 +250 +0.5%
CAM
17
Cresset Asset Management
Illinois
$2.02M 49,834 -1 -0%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.93M 47,769 -9,173 -16%
DAS
19
Diversify Advisory Services
Utah
$1.93M 47,674 +47,674 New
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$1.59M 39,338 -761 -2%
DI
21
Diligent Investors
California
$1.59M 39,328 – –
FA
22
FSA Advisors
Michigan
$1.5M 36,985 -477 -1%
MI
23
Motiv8 Investments
Florida
$1.45M 35,915 +3,446 +11%
CA
24
CoreCap Advisors
Michigan
$1.45M 35,759 +15,882 +80%
BPA
25
Beacon Pointe Advisors
California
$1.14M 28,153 -417 -1%
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