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Innovator US Equity Ultra Buffer ETF October

51 hedge funds and large institutions have $793M invested in Innovator US Equity Ultra Buffer ETF October in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,798% more capital invested

Capital invested by funds: $41.8M → $793M (+$752M)

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

42% more funds holding

Funds holding: 3651 (+15)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

3.1% less ownership

Funds ownership: 50.58%47.48% (-3.1%)

Holders
51
Holders Change
+15
Holders Change %
+41.67%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
10
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
26
Comprehensive Financial Consultants Institutional
Indiana
$485K
AAS
27
Avantax Advisory Services
Texas
$474K +$470K +17,372 New
MG
28
Mather Group
Illinois
$465K
VWA
29
V Wealth Advisors
Kansas
$461K -$18.8K -694 -4%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$414K
AIC
31
Archer Investment Corporation
Indiana
$413K +$15.7K +581 +4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$381K +$47.1K +1,740 +14%
ACM
33
Avalon Capital Management
California
$335K +$97.4K +3,602 +42%
SWP
34
Summit Wealth Partners
Florida
$317K +$66.3K +2,451 +27%
Morgan Stanley
35
Morgan Stanley
New York
$273K
HI
36
Harbour Investments
Wisconsin
$261K +$33.8K +1,248 +15%
KAS
37
Kestra Advisory Services
Texas
$241K -$3.11K -115 -1%
ETIA
38
Epic Trust Investment Advisors
Washington
$225K
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$220K -$109K -4,045 -33%
CIAS
40
Capital Investment Advisory Services
North Carolina
$205K
CFD
41
Creative Financial Designs
Indiana
$186K +$162K +6,000 +750%
AWM
42
Accurate Wealth Management
Florida
$115K +$113K +4,176 New
UBS Group
43
UBS Group
Switzerland
$99.5K +$98.7K +3,648 New
SWM
44
Sugarloaf Wealth Management
Georgia
$97.8K
SWM
45
Spire Wealth Management
Virginia
$87K
CA
46
CoreCap Advisors
Michigan
$56.4K +$55.9K +2,068 New
CAL
47
Capital Analysts LLC
Pennsylvania
$46K +$45.4K +1,677 New
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$43.6K +$43.3K +1,600 New
AAP
49
Arax Advisory Partners
Colorado
$7.72K -$29.9K -1,105 -80%
LFG
50
Larson Financial Group
Missouri
$4.75K +$4.71K +174 New

UOCT Hedge Fund Activity: Q4 2022 in Review

51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q4 2022, worth a combined $793M — up 1,798% from $41.8M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UOCT positions and 5 closed out — a net gain of 15 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $7.93M. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $8.18M sold.

  • 51 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q4 2022, up from 36 in Q3 2022.
  • Funds reported $793M of Innovator US Equity Ultra Buffer ETF October stock for Q4 2022, up 1,798% quarter-over-quarter.
  • 20 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q4 2022 and 5 closed out, a net change of +15 holders.
  • The largest Innovator US Equity Ultra Buffer ETF October buyer in Q4 2022 was Commonwealth Equity Services, an estimated $7.93M added.
  • The largest Innovator US Equity Ultra Buffer ETF October seller in Q4 2022 was Soltis Investment Advisors, an estimated $8.18M sold.

Based on aggregated 13F filings for Q4 2022.