Innovator US Equity Ultra Buffer ETF October
UOCT
28 hedge funds and large institutions have $41.9M invested in Innovator US Equity Ultra Buffer ETF October in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
48% more capital invested
Capital invested by funds: $28.3M → $41.9M (+$13.6M)
22% more funds holding
Funds holding: 23 → 28 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
44.09% less ownership
Funds ownership: 77.36% → 33.27% (-44%)
Top Buyers
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$4.56M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$2.51M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.17M |
| 4 |
Jane Street
New York
|
+$1.19M |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$550K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $100K | -$2.45K | -100 | -2% |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $69K | +$67.9K | +2,769 | New |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $51K | -$539K | -21,994 | -92% |
|
|
AIC
29
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1.3M | -53,701 | Closed |
|
30
Envestnet Asset Management
Chicago,
Illinois
| – | -$568K | -23,476 | Closed |
|
|
TC
31
Telemus Capital
Southfield,
Michigan
| – | -$214K | -8,840 | Closed |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9K | -361 | Closed |
|
|
APC
33
Aspire Private Capital
Cornelius,
North Carolina
| – | -$2K | -81 | Closed |
|
UOCT Hedge Fund Activity: Q2 2019 in Review
28 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q2 2019, worth a combined $41.9M — up 48% from $28.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UOCT positions and 5 closed out — a net gain of 5 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Avalon Capital Management, adding an estimated $4.56M. The largest seller was Ameritas Investment Company, exiting entirely with an estimated $1.3M sold.
- 28 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q2 2019, up from 23 in Q1 2019.
- Funds reported $41.9M of Innovator US Equity Ultra Buffer ETF October stock for Q2 2019, up 48% quarter-over-quarter.
- 10 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q2 2019 and 5 closed out, a net change of +5 holders.
- The largest Innovator US Equity Ultra Buffer ETF October buyer in Q2 2019 was Avalon Capital Management, an estimated $4.56M added.
- The largest Innovator US Equity Ultra Buffer ETF October seller in Q2 2019 was Ameritas Investment Company, an estimated $1.3M sold.
Based on aggregated 13F filings for Q2 2019.