Innovator US Equity Ultra Buffer ETF October
UOCT
27 hedge funds and large institutions have $8.56M invested in Innovator US Equity Ultra Buffer ETF October in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 15 reducing their positions, and 7 closing their positions.
16% less funds holding
Funds holding: 32 → 27 (-5)
16.4% less ownership
Funds ownership: 32.76% → 16.36% (-16%)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
60% less capital invested
Capital invested by funds: $21.2M → $8.56M (-$12.7M)
80% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 15
Top Buyers
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.01M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$206K |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$147K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$98.6K |
| 5 |
LPL Financial
San Diego,
California
|
+$30.5K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $7K | -$126K | -4,545 | -94% |
|
27
Citadel Advisors
Miami,
Florida
| – | -$4.94M | -178,287 | Closed |
|
|
SIA
28
Soltis Investment Advisors
St. George,
Utah
| – | -$4.1M | -147,805 | Closed |
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$386K | -13,927 | Closed |
|
|
MWM
30
Maltin Wealth Management
Ridgewood,
New Jersey
| – | -$244K | -8,808 | Closed |
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$230K | -8,291 | Closed |
|
|
TWM
32
Tradition Wealth Management
Edina,
Minnesota
| – | -$23K | -839 | Closed |
|
|
SCA
33
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$7K | -239 | Closed |
|
UOCT Hedge Fund Activity: Q3 2021 in Review
27 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q3 2021, worth a combined $8.56M — down 60% from $21.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of UOCT and 3 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 3 added.
The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $1.01M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.94M sold.
- 27 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q3 2021, down from 32 in Q2 2021.
- Funds reported $8.56M of Innovator US Equity Ultra Buffer ETF October stock for Q3 2021, down 60% quarter-over-quarter.
- 3 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q3 2021 and 7 closed out, a net change of -4 holders.
- The largest Innovator US Equity Ultra Buffer ETF October buyer in Q3 2021 was J.W. Cole Advisors, an estimated $1.01M added.
- The largest Innovator US Equity Ultra Buffer ETF October seller in Q3 2021 was Citadel Advisors, an estimated $4.94M sold.
Based on aggregated 13F filings for Q3 2021.