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Innovator US Equity Ultra Buffer ETF October

61 hedge funds and large institutions have $45.8M 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.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

5% more funds holding

Funds holding: 5861 (+3)

0% more capital invested

Capital invested by funds: $45.7M → $45.8M (+$97.2K)

0.2% more ownership

Funds ownership: 48.06%48.25% (+0.2%)

52% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 25

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.88%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$469K
WWA
27
WCG Wealth Advisors
Nevada
$464K -$16.4K -485 -3%
BWM
28
Brown Wealth Management
Illinois
$406K -$5.04K -149 -1%
BFG
29
Berger Financial Group
Minnesota
$393K -$8.72K -258 -2%
Morgan Stanley
30
Morgan Stanley
New York
$343K
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$331K
SWM
32
Spire Wealth Management
Virginia
$320K -$312K -9,233 -50%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$319K -$210K -6,203 -40%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$311K -$3.38K -100 -1%
AIC
35
Archer Investment Corporation
Indiana
$308K -$62.6K -1,851 -17%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$302K
RA
37
RFG Advisory
Alabama
$287K +$71K +2,100 +33%
RJA
38
Raymond James & Associates
Florida
$280K +$33.8K +1,000 +14%
SAG
39
SageView Advisory Group
California
$256K +$253K +7,471 New
CFD
40
Creative Financial Designs
Indiana
$243K
RJFSA
41
Raymond James Financial Services Advisors
Florida
$236K +$304 +9 +0.1%
RIL
42
Rothschild Investment LLC
Illinois
$207K
AAS
43
Ameritas Advisory Services
Nebraska
$202K +$199K +5,898 New
CVA
44
Central Valley Advisors
California
$195K
FNWA
45
Financial Network Wealth Advisors
Utah
$194K +$192K +5,669 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$170K +$40.3K +1,193 +32%
CIAS
47
Capital Investment Advisory Services
North Carolina
$169K
JP Morgan Chase
48
JP Morgan Chase
New York
$97.6K
CA
49
CoreCap Advisors
Michigan
$96.8K +$46.9K +1,387 +96%
PS
50
Principal Securities
Iowa
$90.1K

UOCT Hedge Fund Activity: Q2 2024 in Review

61 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q2 2024, worth a combined $45.8M — up 0.21% from $45.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UOCT positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 25 trimmed.

The largest buyer was Prosperity Capital Advisors, adding an estimated $1.58M. The largest seller was Delta Investment Management, exiting entirely with an estimated $768K sold.

  • 61 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q2 2024, up from 58 in Q1 2024.
  • Funds reported $45.8M of Innovator US Equity Ultra Buffer ETF October stock for Q2 2024, up 0.21% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q2 2024 and 3 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Ultra Buffer ETF October buyer in Q2 2024 was Prosperity Capital Advisors, an estimated $1.58M added.
  • The largest Innovator US Equity Ultra Buffer ETF October seller in Q2 2024 was Delta Investment Management, an estimated $768K sold.

Based on aggregated 13F filings for Q2 2024.