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Innovator Premium Income 20 Barrier ETF October

27 hedge funds and large institutions have $11M invested in Innovator Premium Income 20 Barrier ETF October in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

59% more funds holding

Funds holding: 1727 (+10)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

15% less capital invested

Capital invested by funds: $13.1M → $11M (-$2.02M)

16.52% less ownership

Funds ownership: 72.59%56.07% (-17%)

Holders
27
Holders Change
+10
Holders Change %
+58.82%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
6
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1
Harbour Investments
Wisconsin
$3.22M -$934K -38,881 -22%
BCM
2
Brookstone Capital Management
Illinois
$1.39M +$3.19K +133 +0.2%
OWA
3
Outlook Wealth Advisors
Texas
$1.08M -$88.1K -3,669 -8%
TF
4
Trek Financial
Arizona
$954K -$155K -6,462 -14%
WA
5
Whipplewood Advisors
Colorado
$758K +$19.6K +815 +3%
MFG
6
MTM Financial Group
Pennsylvania
$524K +$525K +21,870 New
NRI
7
NFP Retirement Inc
California
$477K -$50.9K -2,120 -10%
VBFP
8
Valtinson Bruner Financial Planning
Minnesota
$396K +$397K +16,533 New
OMC
9
Old Mission Capital
Illinois
$343K +$985 +41 +0.3%
SS
10
Sunbelt Securities
Texas
$339K +$10.1K +422 +3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$305K +$306K +12,743 New
AF
12
Allworth Financial
California
$260K +$3.63K +151 +1%
FIA
13
Foundations Investment Advisors
Arizona
$259K +$259K +10,803 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$259K +$20.1K +835 +8%
WW
15
Winnow Wealth
Texas
$128K +$128K +5,348 New
HIA
16
Harbor Investment Advisory
Maryland
$101K
SPIA
17
Steward Partners Investment Advisory
New York
$101K
BTI
18
Blue Trust Inc
Georgia
$72.8K +$73K +3,040 New
CFD
19
Creative Financial Designs
Indiana
$19.2K
PWPS
20
Pinnacle Wealth Planning Services
Ohio
$15.2K +$15.2K +633 New
CA
21
CoreCap Advisors
Michigan
$12.4K
FFA
22
Farther Finance Advisors
California
$12K
Osaic Holdings
23
Osaic Holdings
Arizona
$2.92K +$2.93K +122 New
AWM
24
AE Wealth Management
Kansas
$2.25K +$2.26K +94 New
UBS Group
25
UBS Group
Switzerland
$838 +$840 +35 New

OCTH Hedge Fund Activity: Q4 2025 in Review

27 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 20 Barrier ETF October (OCTH) for Q4 2025, worth a combined $11M — down 15% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OCTH positions and 1 closed out — a net gain of 11 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was MTM Financial Group, opening a new position worth an estimated $525K. The largest seller was Harbour Investments, cutting an estimated $934K.

  • 27 institutional investors held Innovator Premium Income 20 Barrier ETF October (OCTH) as of Q4 2025, up from 17 in Q3 2025.
  • Funds reported $11M of Innovator Premium Income 20 Barrier ETF October stock for Q4 2025, down 15% quarter-over-quarter.
  • 12 funds opened new Innovator Premium Income 20 Barrier ETF October positions in Q4 2025 and 1 closed out, a net change of +11 holders.
  • The largest Innovator Premium Income 20 Barrier ETF October buyer in Q4 2025 was MTM Financial Group, an estimated $525K added.
  • The largest Innovator Premium Income 20 Barrier ETF October seller in Q4 2025 was Harbour Investments, an estimated $934K sold.

Based on aggregated 13F filings for Q4 2025.