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Innovator US Equity Buffer ETF October

89 hedge funds and large institutions have $165M invested in Innovator US Equity Buffer ETF October in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 9589 (-6)

8.72% less ownership

Funds ownership: 80.2%71.48% (-8.7%)

34% less capital invested

Capital invested by funds: $251M → $165M (-$85.9M)

47% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 34

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
18
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$38.9M +$7.35M +171,980 +25%
PCM
2
Penserra Capital Management
California
$17.5M -$1.17M -27,335 -7%
IIA
3
Integral Investment Advisors
California
$12M -$23.8K -558 -0.2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.81M -$619K -14,477 -8%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.58M -$761K -17,816 -10%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.74M -$1.63M -38,117 -20%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$4.51M -$44.3K -1,036 -1%
Cerity Partners
8
Cerity Partners
New York
$4.27M +$320K +7,482 +9%
LPL Financial
9
LPL Financial
California
$3.43M +$725K +16,957 +29%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.29M +$30.3K +710 +1%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$3.05M -$325K -7,594 -10%
KAS
12
Kestra Advisory Services
Texas
$2.89M -$39.3K -920 -1%
MI
13
Motiv8 Investments
Florida
$2.58M +$68K +1,591 +3%
BMM
14
Berkshire Money Management
Massachusetts
$2.56M
W
15
Wealthquest
Ohio
$2.09M -$155K -3,628 -7%
OMC
16
Old Mission Capital
Illinois
$1.83M +$794K +18,577 +86%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.82M -$5.13K -120 -0.3%
DAS
18
Diversify Advisory Services
Utah
$1.77M -$106K -2,480 -6%
Raymond James Financial
19
Raymond James Financial
Florida
$1.75M -$112K -2,617 -6%
FA
20
FSA Advisors
Michigan
$1.73M +$56.4K +1,320 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.72M -$247K -5,769 -13%
HWM
22
HFG Wealth Management
Texas
$1.68M +$12.7K +296 +0.7%
Truist Financial
23
Truist Financial
North Carolina
$1.65M +$321K +7,507 +26%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.54M +$114K +2,656 +9%
BPA
25
Beacon Pointe Advisors
California
$1.49M -$16.1K -377 -1%

BOCT Hedge Fund Activity: Q2 2025 in Review

89 of the 7,600 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q2 2025, worth a combined $165M — down 34% from $251M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BOCT and 4 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 18 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $7.35M. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $74.7M sold.

  • 89 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q2 2025, down from 95 in Q1 2025.
  • Funds reported $165M of Innovator US Equity Buffer ETF October stock for Q2 2025, down 34% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Buffer ETF October positions in Q2 2025 and 9 closed out, a net change of -5 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q2 2025 was Commonwealth Equity Services, an estimated $7.35M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q2 2025 was Stuart Chaussee & Associates, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2025.