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Innovator US Equity Buffer ETF October

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.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $156M → $251M (+$94.8M)

17.79% more ownership

Funds ownership: 62.41%80.2% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 9895 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
95
Holders Change
-3
Holders Change %
-3.06%
% of All Funds
1.27%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1
Stuart Chaussee & Associates
California
$74.7M +$77.1M +1,777,329 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.7M +$15.5M +357,175 +109%
BCM
3
Brookstone Capital Management
Illinois
$22.3M +$2.04M +47,055 +10%
PCM
4
Penserra Capital Management
California
$17.3M +$2.62M +60,411 +17%
IIA
5
Integral Investment Advisors
California
$11.2M +$280K +6,444 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.83M +$388K +8,932 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.83M +$1.5M +34,580 +23%
HighTower Advisors
8
HighTower Advisors
Illinois
$7.76M +$2.17K +50 +0%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$4.22M -$348K -8,016 -7%
Cerity Partners
10
Cerity Partners
New York
$3.63M +$451K +10,388 +14%
GS
11
GWN Securities
Florida
$3.23M +$3.22M +74,177 New
FFA
12
Fragasso Financial Advisors
Pennsylvania
$3.14M -$61K -1,406 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.02M -$1.18M -27,143 -27%
KAS
14
Kestra Advisory Services
Texas
$2.72M +$60.1K +1,386 +2%
LPL Financial
15
LPL Financial
California
$2.46M -$201K -4,631 -7%
BMM
16
Berkshire Money Management
Massachusetts
$2.37M
MI
17
Motiv8 Investments
Florida
$2.32M +$312K +7,194 +15%
W
18
Wealthquest
Ohio
$2.09M -$852K -19,627 -28%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.83M -$48.7K -1,123 -3%
Raymond James Financial
20
Raymond James Financial
Florida
$1.73M -$5.55K -128 -0.3%
HWM
21
HFG Wealth Management
Texas
$1.72M +$1.72M +39,759 New
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$1.69M +$5.68K +131 +0.3%
DAS
23
Diversify Advisory Services
Utah
$1.68M -$56.4K -1,300 -3%
FA
24
FSA Advisors
Michigan
$1.55M +$42.3K +976 +3%
BPA
25
Beacon Pointe Advisors
California
$1.39M

BOCT Hedge Fund Activity: Q1 2025 in Review

95 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q1 2025, worth a combined $251M — up 61% from $156M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BOCT and 9 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 22 added.

The largest buyer was Stuart Chaussee & Associates, opening a new position worth an estimated $77.1M. The largest seller was MML Investors Services, cutting an estimated $1.25M.

  • 95 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q1 2025, down from 98 in Q4 2024.
  • Funds reported $251M of Innovator US Equity Buffer ETF October stock for Q1 2025, up 61% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF October positions in Q1 2025 and 10 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Buffer ETF October buyer in Q1 2025 was Stuart Chaussee & Associates, an estimated $77.1M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q1 2025 was MML Investors Services, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2025.