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Innovator US Equity Buffer ETF October

89 hedge funds and large institutions have $154M invested in Innovator US Equity Buffer ETF October in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 8989 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

4.52% less ownership

Funds ownership: 71.48%66.96% (-4.5%)

7% less capital invested

Capital invested by funds: $165M → $154M (-$11M)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
22
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Penserra Capital Management
California
$18.9M +$218K +4,653 +1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15.3M -$25.3M -540,221 -63%
IIA
3
Integral Investment Advisors
California
$12.9M +$104K +2,231 +0.8%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.84M -$225K -4,799 -3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.55M -$752K -16,064 -9%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.8M -$225K -4,817 -3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$6.38M +$5.75M +122,883 +1,401%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.55M +$1.97M +42,140 +58%
Cerity Partners
9
Cerity Partners
New York
$5.02M +$456K +9,737 +10%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$4.51M -$289K -6,166 -6%
LPL Financial
11
LPL Financial
California
$3.52M -$128K -2,728 -4%
KAS
12
Kestra Advisory Services
Texas
$3.42M +$323K +6,901 +11%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$3.2M -$56.5K -1,208 -2%
BMM
14
Berkshire Money Management
Massachusetts
$2.73M
MI
15
Motiv8 Investments
Florida
$2.69M -$53.1K -1,134 -2%
W
16
Wealthquest
Ohio
$2.23M
GAA
17
Global Assets Advisory
Florida
$2.02M +$1.95M +41,629 New
BPA
18
Beacon Pointe Advisors
California
$1.96M +$358K +7,649 +23%
HWM
19
HFG Wealth Management
Texas
$1.95M +$8.84K +189 +0.5%
Raymond James Financial
20
Raymond James Financial
Florida
$1.88M +$16.9K +362 +0.9%
FA
21
FSA Advisors
Michigan
$1.88M +$36.5K +781 +2%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$1.87M -$68.7K -1,469 -4%
DAS
23
Diversify Advisory Services
Utah
$1.83M -$19.4K -415 -1%
Truist Financial
24
Truist Financial
North Carolina
$1.76M +$10.1K +215 +0.6%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.64M +$608 +13 +0%

BOCT Hedge Fund Activity: Q3 2025 in Review

89 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF October (BOCT) for Q3 2025, worth a combined $154M — down 6.7% from $165M a quarter earlier.

Fund positioning in BOCT was balanced in Q3 2025: 12 funds opened new positions, 12 closed out, 22 added to existing stakes and 25 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $5.75M. The largest seller was Commonwealth Equity Services, cutting an estimated $25.3M.

  • 89 institutional investors held Innovator US Equity Buffer ETF October (BOCT) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $154M of Innovator US Equity Buffer ETF October stock for Q3 2025, down 6.7% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Buffer ETF October positions in Q3 2025 and 12 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Buffer ETF October buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $5.75M added.
  • The largest Innovator US Equity Buffer ETF October seller in Q3 2025 was Commonwealth Equity Services, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2025.