Innovator US Equity Buffer ETF October
BOCT
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, 32 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
5% more funds holding
Funds holding: 87 → 91 (+4)
0.42% more ownership
Funds ownership: 72.45% → 72.87% (+0.42%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less capital invested
Capital invested by funds: $137M → $130M (-$7.64M)
50% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.1M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.3M |
| 3 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$752K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$627K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$612K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$7.45M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
-$6.76M |
| 3 |
MSRI
Michael S. Ryan Inc
Latham,
New York
|
-$3.45M |
| 4 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$2.84M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$928K |
BOCT Hedge Fund Activity: Q1 2024 in Review
91 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q1 2024, worth a combined $130M — down 5.6% from $137M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BOCT positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 32 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $3.1M. The largest seller was Brookstone Capital Management, cutting an estimated $7.45M.
- 91 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q1 2024, up from 87 in Q4 2023.
- Funds reported $130M of Innovator US Equity Buffer ETF October stock for Q1 2024, down 5.6% quarter-over-quarter.
- 11 funds opened new Innovator US Equity Buffer ETF October positions in Q1 2024 and 6 closed out, a net change of +5 holders.
- The largest Innovator US Equity Buffer ETF October buyer in Q1 2024 was Cetera Investment Advisers, an estimated $3.1M added.
- The largest Innovator US Equity Buffer ETF October seller in Q1 2024 was Brookstone Capital Management, an estimated $7.45M sold.
Based on aggregated 13F filings for Q1 2024.