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Innovator US Equity Ultra Buffer ETF October
UOCT

Overview Fund Activity

38 hedge funds and large institutions have $13.3M invested in Innovator US Equity Ultra Buffer ETF October in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$911K
2
SHIM
2
Stone House Investment Management
Pennsylvania
$299K
3
KA
3
Kovack Advisors
Florida
$274K
4
ACM
4
Avalon Capital Management
California
$265K
5
CA
5
Cetera Advisors
Colorado
$518K

Top Sellers

1
HCM
1
Hudson Capital Management
New Jersey
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
WKSWA
3
White Knight Strategic Wealth Advisors
New Jersey
$0
4
CA
4
CoreCap Advisors
Michigan
$0
5
OMC
5
Old Mission Capital
Illinois
$492K
Name Market Value Shares Shares
Change 		Shares
Change %
DFA
26
DHJJ Financial Advisors
Illinois
$229K 8,085 +600 +8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$215K 7,601 -630 -8%
SWA
28
Stratos Wealth Advisors
Ohio
$214K 7,568 -27 -0.4%
HighTower Advisors
29
HighTower Advisors
Illinois
$208K 7,361 -578 -7%
SWM
30
Sugarloaf Wealth Management
Georgia
$101K 3,585 – –
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$73.6K 2,600 -750 -22%
AAP
32
Arax Advisory Partners
Colorado
$39K 1,388 – –
WCAMG
33
Woodard & Company Asset Management Group
North Carolina
$28K 1,000 +1,000 New
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$23K 812 -11 -1%
CFD
35
Creative Financial Designs
Indiana
$23K 800 – –
SWM
36
Spire Wealth Management
Virginia
$20K 700 -2,500 -78%
UBS Group
37
UBS Group
Switzerland
$16K 568 -235 -29%
HCM
38
Hudson Capital Management
New Jersey
– – -195,790 Closed
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– – -13,588 Closed
WKSWA
40
White Knight Strategic Wealth Advisors
New Jersey
– – -7,024 Closed
CA
41
CoreCap Advisors
Michigan
– – -3,446 Closed
SCA
42
Snowden Capital Advisors
New York
– – -1,500 Closed
CWP
43
Concord Wealth Partners
Virginia
– – -379 Closed
Wells Fargo
44
Wells Fargo
California
$0 1 – –
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
1
2