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Innovator Premium Income 20 Barrier ETF October
OCTH

16 hedge funds and large institutions have $13.3M invested in Innovator Premium Income 20 Barrier ETF October in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more funds holding

Funds holding: 11 → 16 (+5)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

18% more capital invested

Capital invested by funds: $11.3M → $13.3M (+$2M)

9.04% more ownership

Funds ownership: 59.7% → 68.75% (+9%)

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
+$1.53M
2
OMC
Old Mission Capital
Illinois
+$690K
3
HI
Harbour Investments
Wisconsin
+$208K
4
CFD
Creative Financial Designs
Indiana
+$19.6K
5
OWA
Outlook Wealth Advisors
Texas
+$12K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$212K
2
SPIA
Steward Partners Investment Advisory
New York
-$143K
3
BIM
Bullseye Investment Management
Ohio
-$67K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1
Bullseye Investment Management
Ohio
$3.62M -$67K -2,741 -2%
TF
2
Trek Financial
Arizona
$1.83M – – –
AWS
3
Atria Wealth Solutions
New York
$1.51M +$1.53M +62,601 New
BCM
4
Brookstone Capital Management
Illinois
$1.47M +$5.35K +219 +0.4%
PS
5
Principal Securities
Iowa
$1.44M – – –
OMC
6
Old Mission Capital
Illinois
$682K +$690K +28,230 New
OWA
7
Outlook Wealth Advisors
Texas
$540K +$12K +489 +2%
PHWM
8
Pine Harbor Wealth Management
Maryland
$536K – – –
SS
9
Sunbelt Securities
Texas
$513K +$10.2K +416 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$457K -$212K -8,656 -31%
HI
11
Harbour Investments
Wisconsin
$416K +$208K +8,519 +98%
SPIA
12
Steward Partners Investment Advisory
New York
$144K -$143K -5,865 -50%
HIA
13
Harbor Investment Advisory
Maryland
$102K – – –
CFD
14
Creative Financial Designs
Indiana
$19.3K +$19.6K +800 New
RIA
15
Realta Investment Advisors
Delaware
$4.35K +$4.4K +180 New
CA
16
CoreCap Advisors
Michigan
$2.51K +$2.54K +104 New

OCTH Hedge Fund Activity: Q1 2024 in Review

16 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF October (OCTH) for Q1 2024, worth a combined $13.3M — up 18% from $11.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OCTH positions and 0 closed out — a net gain of 5 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $1.53M. The largest seller was Susquehanna International Group, cutting an estimated $212K.

  • 16 institutional investors held Innovator Premium Income 20 Barrier ETF October (OCTH) as of Q1 2024, up from 11 in Q4 2023.
  • Funds reported $13.3M of Innovator Premium Income 20 Barrier ETF October stock for Q1 2024, up 18% quarter-over-quarter.
  • 5 funds opened new Innovator Premium Income 20 Barrier ETF October positions in Q1 2024 and 0 closed out, a net change of +5 holders.
  • The largest Innovator Premium Income 20 Barrier ETF October buyer in Q1 2024 was Atria Wealth Solutions, an estimated $1.53M added.
  • The largest Innovator Premium Income 20 Barrier ETF October seller in Q1 2024 was Susquehanna International Group, an estimated $212K sold.

Based on aggregated 13F filings for Q1 2024.