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Innovator US Equity Ultra Buffer ETF October

78 hedge funds and large institutions have $182M invested in Innovator US Equity Ultra Buffer ETF October in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $132M → $182M (+$50M)

17.89% more ownership

Funds ownership: 73%90.89% (+18%)

3% less funds holding

Funds holding: 8078 (-2)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
21
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$987K -$202K -5,707 -17%
BFG
27
Berger Financial Group
Minnesota
$970K
KWA
28
Kellett Wealth Advisors
Ohio
$951K -$319 -9 -0%
HI
29
Harbour Investments
Wisconsin
$876K -$25K -705 -3%
CAG
30
Compass Advisory Group
New York
$873K -$28.7K -811 -3%
Betterment LLC
31
Betterment LLC
New York
$775K -$65K -1,835 -8%
SWM
32
Spire Wealth Management
Virginia
$752K -$141K -3,984 -15%
OMC
33
Old Mission Capital
Illinois
$703K +$720K +20,344 New
WS
34
Wedbush Securities
California
$676K +$374K +10,570 +117%
CF
35
Centaurus Financial
California
$671K -$2.48K -70 -0.4%
VPF
36
Vantage Point Financial
Illinois
$619K +$9.17K +259 +1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$611K +$236K +6,662 +60%
MFG
38
MTM Financial Group
Pennsylvania
$609K
LIWM
39
Long Island Wealth Management
New York
$608K
BCI
40
Brinker Capital Investments
Pennsylvania
$603K +$618K +17,467 New
OPS
41
Orion Portfolio Solutions
Nebraska
$603K +$618K +17,467 New
W
42
WorthPointe
California
$549K +$1.27K +36 +0.2%
CCAL
43
City Center Advisors LLC
Michigan
$531K +$29.4K +831 +6%
RA
44
RFG Advisory
Alabama
$513K +$286K +8,087 +120%
SA
45
Sovran Advisors
California
$477K
MCC
46
Money Concepts Capital
Florida
$429K -$242K -6,833 -35%
TF
47
Trek Financial
Arizona
$411K -$389K -10,991 -48%
AWA
48
Arkadios Wealth Advisors
Georgia
$347K +$355K +10,034 New
Morgan Stanley
49
Morgan Stanley
New York
$345K
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$338K -$35.4K -1,000 -9%

UOCT Hedge Fund Activity: Q1 2025 in Review

78 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q1 2025, worth a combined $182M — up 38% from $132M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UOCT and 7 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 21 added.

The largest buyer was Brookstone Capital Management, adding an estimated $25.3M. The largest seller was Donald L. Hagan LLC, cutting an estimated $1.65M.

  • 78 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q1 2025, down from 80 in Q4 2024.
  • Funds reported $182M of Innovator US Equity Ultra Buffer ETF October stock for Q1 2025, up 38% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest Innovator US Equity Ultra Buffer ETF October buyer in Q1 2025 was Brookstone Capital Management, an estimated $25.3M added.
  • The largest Innovator US Equity Ultra Buffer ETF October seller in Q1 2025 was Donald L. Hagan LLC, an estimated $1.65M sold.

Based on aggregated 13F filings for Q1 2025.