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Innovator US Equity Ultra Buffer ETF October

50 hedge funds and large institutions have $39.5M invested in Innovator US Equity Ultra Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $32.3M → $39.5M (+$7.24M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4950 (+1)

0.83% more ownership

Funds ownership: 42.85%43.68% (+0.83%)

82% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 28

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$481K -$5.47K -188 -1%
VWA
27
V Wealth Advisors
Kansas
$477K
OMC
28
Old Mission Capital
Illinois
$440K -$93K -3,195 -18%
SAG
29
SageView Advisory Group
California
$399K -$300K -10,304 -44%
AIC
30
Archer Investment Corporation
Indiana
$350K -$62.6K -2,150 -16%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$349K -$64K -2,200 -16%
Citadel Advisors
32
Citadel Advisors
Florida
$347K -$296K -10,167 -47%
Morgan Stanley
33
Morgan Stanley
New York
$299K
KAS
34
Kestra Advisory Services
Texas
$279K -$13.5K -464 -5%
HI
35
Harbour Investments
Wisconsin
$231K -$54.1K -1,857 -19%
MSRI
36
Michael S. Ryan Inc
New York
$225K +$219K +7,533 New
RJA
37
Raymond James & Associates
Florida
$214K
CWG
38
Cornerstone Wealth Group
North Carolina
$209K +$203K +6,986 New
CFD
39
Creative Financial Designs
Indiana
$203K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$195K -$30K -1,029 -14%
CIAS
41
Capital Investment Advisory Services
North Carolina
$161K -$29.1K -1,000 -16%
SWM
42
Spire Wealth Management
Virginia
$155K -$29 -1 -0%
SWM
43
Sugarloaf Wealth Management
Georgia
$107K
JP Morgan Chase
44
JP Morgan Chase
New York
$93.5K +$91.1K +3,131 New
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$47.8K
WP
46
WealthShield Partners
North Carolina
$13.1K
AAP
47
Arax Advisory Partners
Colorado
$8.45K
LFG
48
Larson Financial Group
Missouri
$2.03K
UBS Group
49
UBS Group
Switzerland
$1.91K -$68.8K -2,362 -97%
Wells Fargo
50
Wells Fargo
California
$20 +$29 +1 New

UOCT Hedge Fund Activity: Q2 2023 in Review

50 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q2 2023, worth a combined $39.5M — up 22% from $32.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UOCT positions and 5 closed out — a net gain of 1 holder — while 5 added to existing stakes and 28 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $803K. The largest seller was Osaic Holdings, cutting an estimated $2.9M.

  • 50 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q2 2023, up from 49 in Q1 2023.
  • Funds reported $39.5M of Innovator US Equity Ultra Buffer ETF October stock for Q2 2023, up 22% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q2 2023 and 5 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Ultra Buffer ETF October buyer in Q2 2023 was Cambridge Investment Research Advisors, an estimated $803K added.
  • The largest Innovator US Equity Ultra Buffer ETF October seller in Q2 2023 was Osaic Holdings, an estimated $2.9M sold.

Based on aggregated 13F filings for Q2 2023.