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Innovator US Equity Ultra Buffer ETF October
UOCT

Overview Fund Activity

60 hedge funds and large institutions have $45.2M invested in Innovator US Equity Ultra Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Prosperity Capital Advisors
Ohio
$5.29M
2
Jane Street
2
Jane Street
New York
$1.34M
3
OMC
3
Old Mission Capital
Illinois
$612K
4
SAG
4
SageView Advisory Group
California
$256K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$702K

Top Sellers

1
DIM
1
Delta Investment Management
California
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$679K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$743K
4
AWA
4
Arete Wealth Advisors
Illinois
$518K
5
SWM
5
Spire Wealth Management
Virginia
$320K
Name Market Value Shares Shares
Change 		Shares
Change %
WWA
26
WCG Wealth Advisors
Nevada
$464K 13,541 -485 -3%
BWM
27
Brown Wealth Management
Illinois
$406K 11,839 -149 -1%
BFG
28
Berger Financial Group
Minnesota
$393K 11,480 -258 -2%
Morgan Stanley
29
Morgan Stanley
New York
$343K 10,000 – –
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$331K 9,671 – –
SWM
31
Spire Wealth Management
Virginia
$320K 9,354 -9,233 -50%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$319K 9,318 -6,203 -40%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$311K 9,084 -100 -1%
AIC
34
Archer Investment Corporation
Indiana
$308K 8,996 -1,851 -17%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$302K 8,825 – –
RA
36
RFG Advisory
Alabama
$287K 8,377 +2,100 +33%
RJA
37
Raymond James & Associates
Florida
$280K 8,175 +1,000 +14%
SAG
38
SageView Advisory Group
California
$256K 7,471 +7,471 New
CFD
39
Creative Financial Designs
Indiana
$243K 7,100 – –
RJFSA
40
Raymond James Financial Services Advisors
Florida
$236K 6,887 +9 +0.1%
RIL
41
Rothschild Investment LLC
Illinois
$207K 6,055 – –
AAS
42
Ameritas Advisory Services
Nebraska
$202K 5,898 +5,898 New
CVA
43
Central Valley Advisors
California
$195K 20,129 – –
FNWA
44
Financial Network Wealth Advisors
Utah
$194K 5,669 +5,669 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$170K 4,964 +1,193 +32%
CIAS
46
Capital Investment Advisory Services
North Carolina
$169K 4,935 – –
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$97.6K 2,848 – –
CA
48
CoreCap Advisors
Michigan
$96.8K 2,825 +1,387 +96%
PS
49
Principal Securities
Iowa
$90.1K 2,630 – –
MG
50
Mather Group
Illinois
$73.7K 2,193 -1,813 -45%
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