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Innovator US Equity Ultra Buffer ETF October
UOCT

Overview Fund Activity

79 hedge funds and large institutions have $132M invested in Innovator US Equity Ultra Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+20
Holders Change %
+33.9%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
25
Increased
29
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$30.7M
2
TPW
2
Talon Private Wealth
Florida
$9.73M
3
EMAM
3
Encompass More Asset Management
California
$5.82M
4
DLHL
4
Donald L. Hagan LLC
Florida
$3.56M
5
ASN
5
Advisory Services Network
Georgia
$3.12M

Top Sellers

1
WWA
1
WCG Wealth Advisors
Nevada
$0
2
TC
2
TownSquare Capital
Utah
$317K
3
BWM
3
Brown Wealth Management
Illinois
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
CF
5
Centaurus Financial
California
$688K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
26
Kellett Wealth Advisors
Ohio
$972K +$484K +13,731 +99%
CAG
27
Compass Advisory Group
New York
$920K -$3.18K -90 -0.3%
HI
28
Harbour Investments
Wisconsin
$919K +$406K +11,500 +79%
SWM
29
Spire Wealth Management
Virginia
$908K +$578K +16,389 +175%
Betterment LLC
30
Betterment LLC
New York
$856K +$137K +3,894 +19%
TF
31
Trek Financial
Arizona
$807K +$807K +22,879 New
CF
32
Centaurus Financial
California
$688K -$159K -4,491 -19%
MCC
33
Money Concepts Capital
Florida
$679K -$9.6K -272 -1%
VPF
34
Vantage Point Financial
Illinois
$622K +$622K +17,644 New
LIWM
35
Long Island Wealth Management
New York
$621K – – –
W
36
WorthPointe
California
$560K +$560K +15,862 New
Citadel Advisors
37
Citadel Advisors
Florida
$515K +$515K +14,608 New
CCAL
38
City Center Advisors LLC
Michigan
$512K +$14K +397 +3%
SA
39
Sovran Advisors
California
$500K +$500K +14,219 New
IWM
40
IHT Wealth Management
Illinois
$483K +$483K +13,685 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$389K +$389K +11,015 New
AWA
42
Arete Wealth Advisors
Illinois
$380K -$15.7K -446 -4%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$380K +$5.29K +150 +1%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$369K +$118K +3,345 +47%
Morgan Stanley
45
Morgan Stanley
New York
$353K – – –
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$341K – – –
NA
47
Novus Advisors
South Carolina
$338K +$338K +9,582 New
CIAS
48
Capital Investment Advisory Services
North Carolina
$330K +$156K +4,415 +89%
SB
49
Strategic Blueprint
Georgia
$328K +$75.4K +2,137 +30%
WS
50
Wedbush Securities
California
$318K +$318K +9,000 New
1
2
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