BOCT icon

Innovator US Equity Buffer ETF October
BOCT

Overview Fund Activity

95 hedge funds and large institutions have $251M invested in Innovator US Equity Buffer ETF October in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
-3
Holders Change %
-3.06%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
22
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Stuart Chaussee & Associates
California
$74.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.7M
3
GS
3
GWN Securities
Florida
$3.23M
4
PCM
4
Penserra Capital Management
California
$17.3M
5
BCM
5
Brookstone Capital Management
Illinois
$22.3M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$1.02M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.02M
3
W
3
Wealthquest
Ohio
$2.09M
4
Jane Street
4
Jane Street
New York
$0
5
W
5
WPWealth
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
1
Stuart Chaussee & Associates
California
$74.7M 1,777,329 +1,777,329 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.7M 683,387 +357,175 +109%
BCM
3
Brookstone Capital Management
Illinois
$22.3M 529,915 +47,055 +10%
PCM
4
Penserra Capital Management
California
$17.3M 412,085 +60,411 +17%
IIA
5
Integral Investment Advisors
California
$11.2M 265,502 +6,444 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.83M 186,369 +8,932 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.83M 186,313 +34,580 +23%
HighTower Advisors
8
HighTower Advisors
Illinois
$7.76M 184,536 +50 +0%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$4.22M 100,314 -8,016 -7%
Cerity Partners
10
Cerity Partners
New York
$3.63M 86,431 +10,388 +14%
GS
11
GWN Securities
Florida
$3.23M 74,177 +74,177 New
FFA
12
Fragasso Financial Advisors
Pennsylvania
$3.14M 74,683 -1,406 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.02M 71,750 -27,143 -27%
KAS
14
Kestra Advisory Services
Texas
$2.72M 64,596 +1,386 +2%
LPL Financial
15
LPL Financial
California
$2.46M 58,532 -4,631 -7%
BMM
16
Berkshire Money Management
Massachusetts
$2.37M 56,376 – –
MI
17
Motiv8 Investments
Florida
$2.32M 55,201 +7,194 +15%
W
18
Wealthquest
Ohio
$2.09M 49,677 -19,627 -28%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.83M 43,605 -1,123 -3%
Raymond James Financial
20
Raymond James Financial
Florida
$1.73M 41,152 -128 -0.3%
HWM
21
HFG Wealth Management
Texas
$1.72M 39,759 +39,759 New
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$1.69M 40,211 +131 +0.3%
DAS
23
Diversify Advisory Services
Utah
$1.68M 40,264 -1,300 -3%
FA
24
FSA Advisors
Michigan
$1.55M 36,796 +976 +3%
BPA
25
Beacon Pointe Advisors
California
$1.39M 33,123 – –
1
2 3 4 5