Innovator Premium Income 20 Barrier ETF October
OCTH
17 hedge funds and large institutions have $10.9M invested in Innovator Premium Income 20 Barrier ETF October in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 5 closing their positions.
2% less capital invested
Capital invested by funds: $11.1M → $10.9M (-$233K)
5.11% less ownership
Funds ownership: 62.1% → 56.99% (-5.1%)
11% less funds holding
Funds holding: 19 → 17 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$766K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$433K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$330K |
| 4 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$265K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$36.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$607K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$445K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$303K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$279K |
| 5 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$199K |
OCTH Hedge Fund Activity: Q4 2024 in Review
17 of the 7,609 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF October (OCTH) for Q4 2024, worth a combined $10.9M — down 2.1% from $11.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of OCTH and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 4 added.
The largest buyer was NFP Retirement Inc, opening a new position worth an estimated $766K. The largest seller was Mid-American Wealth Advisory Group, exiting entirely with an estimated $607K sold.
- 17 institutional investors held Innovator Premium Income 20 Barrier ETF October (OCTH) as of Q4 2024, down from 19 in Q3 2024.
- Funds reported $10.9M of Innovator Premium Income 20 Barrier ETF October stock for Q4 2024, down 2.1% quarter-over-quarter.
- 3 funds opened new Innovator Premium Income 20 Barrier ETF October positions in Q4 2024 and 5 closed out, a net change of -2 holders.
- The largest Innovator Premium Income 20 Barrier ETF October buyer in Q4 2024 was NFP Retirement Inc, an estimated $766K added.
- The largest Innovator Premium Income 20 Barrier ETF October seller in Q4 2024 was Mid-American Wealth Advisory Group, an estimated $607K sold.
Based on aggregated 13F filings for Q4 2024.