UOCT icon

Innovator US Equity Ultra Buffer ETF October
UOCT

Overview Fund Activity

57 hedge funds and large institutions have $45.1M invested in Innovator US Equity Ultra Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIM
1
Delta Investment Management
California
$768K
2
KAS
2
Kestra Advisory Services
Texas
$2.09M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$521K
4
Jane Street
4
Jane Street
New York
$333K
5
RA
5
RFG Advisory
Alabama
$211K

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.61M
2
OMC
2
Old Mission Capital
Illinois
$266K
3
HI
3
Harbour Investments
Wisconsin
$460K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$336K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
26
WCG Wealth Advisors
Nevada
$471K – – –
HI
27
Harbour Investments
Wisconsin
$460K -$522K -15,540 -53%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$450K -$25.9K -770 -5%
BWM
29
Brown Wealth Management
Illinois
$403K -$144K -4,272 -26%
BFG
30
Berger Financial Group
Minnesota
$394K -$27.2K -809 -6%
CAN
31
Cetera Advisor Networks
California
$375K -$107K -3,182 -22%
AIC
32
Archer Investment Corporation
Indiana
$364K -$103K -3,073 -22%
Morgan Stanley
33
Morgan Stanley
New York
$336K -$336K -10,000 -50%
Jane Street
34
Jane Street
New York
$333K +$333K +9,918 New
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$325K – – –
USCWA
36
U.S. Capital Wealth Advisors
Texas
$309K -$121K -3,601 -28%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$296K -$95.8K -2,855 -24%
OMC
38
Old Mission Capital
Illinois
$266K -$1.27M -37,852 -83%
RJA
39
Raymond James & Associates
Florida
$241K – – –
CFD
40
Creative Financial Designs
Indiana
$239K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$235K +$122K +3,627 +107%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$231K +$8.7K +259 +4%
RPGK
43
Retirement Planning Group (Kansas)
Kansas
$229K – – –
RA
44
RFG Advisory
Alabama
$211K +$211K +6,277 New
RIL
45
Rothschild Investment LLC
Illinois
$203K – – –
CIAS
46
Capital Investment Advisory Services
North Carolina
$166K -$15.6K -465 -9%
MG
47
Mather Group
Illinois
$130K +$130K +4,006 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$127K +$19.1K +568 +18%
SWM
49
Sugarloaf Wealth Management
Georgia
$120K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$95.7K – – –
1
2
3