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Innovator US Equity Buffer ETF October

98 hedge funds and large institutions have $156M invested in Innovator US Equity Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

25% more capital invested

Capital invested by funds: $124M → $156M (+$31.4M)

20% more funds holding

Funds holding: 8298 (+16)

8.6% less ownership

Funds ownership: 71.01%62.41% (-8.6%)

Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
36
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$20.9M +$20.6M +477,736 +9,323%
PCM
2
Penserra Capital Management
California
$15.2M +$2.3M +53,222 +18%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.1M -$13.8M -319,244 -49%
IIA
4
Integral Investment Advisors
California
$11.2M +$511K +11,849 +5%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.97M +$1.24M +28,627 +18%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.67M +$4.34M +100,567 +131%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.56M +$2.77M +64,272 +73%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$4.68M -$846K -19,607 -15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.27M +$1.37M +31,733 +47%
FFA
10
Fragasso Financial Advisors
Pennsylvania
$3.29M +$138K +3,206 +4%
Cerity Partners
11
Cerity Partners
New York
$3.29M -$54.5K -1,263 -2%
W
12
Wealthquest
Ohio
$3M -$270K -6,258 -8%
KAS
13
Kestra Advisory Services
Texas
$2.73M +$530K +12,269 +24%
LPL Financial
14
LPL Financial
California
$2.73M -$115K -2,668 -4%
BMM
15
Berkshire Money Management
Massachusetts
$2.44M -$235K -5,451 -9%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.29M +$1.64M +38,001 +252%
MI
17
Motiv8 Investments
Florida
$2.08M +$412K +9,545 +25%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.93M +$134K +3,115 +7%
DAS
19
Diversify Advisory Services
Utah
$1.79M
Raymond James Financial
20
Raymond James Financial
Florida
$1.78M +$1.78M +41,280 New
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$1.73M +$77.3K +1,791 +5%
FA
22
FSA Advisors
Michigan
$1.52M -$41K -951 -3%
BPA
23
Beacon Pointe Advisors
California
$1.43M +$211K +4,890 +17%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.26M +$189K +4,377 +18%
AA
25
Armis Advisers
Georgia
$1.18M +$1.17M +27,186 New

BOCT Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q4 2024, worth a combined $156M — up 25% from $124M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BOCT positions and 4 closed out — a net gain of 18 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $20.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $13.8M.

  • 98 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q4 2024, up from 82 in Q3 2024.
  • Funds reported $156M of Innovator US Equity Buffer ETF October stock for Q4 2024, up 25% quarter-over-quarter.
  • 22 funds opened new Innovator US Equity Buffer ETF October positions in Q4 2024 and 4 closed out, a net change of +18 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q4 2024 was Brookstone Capital Management, an estimated $20.6M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q4 2024 was Commonwealth Equity Services, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2024.