Innovator US Equity Ultra Buffer ETF October
UOCT
51 hedge funds and large institutions have $793M invested in Innovator US Equity Ultra Buffer ETF October in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.
1,798% more capital invested
Capital invested by funds: $41.8M → $793M (+$752M)
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
42% more funds holding
Funds holding: 36 → 51 (+15)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
3.1% less ownership
Funds ownership: 50.58% → 47.48% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.93M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$2.11M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.87M |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$878K |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$775K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$8.18M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.39M |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
-$575K |
| 4 |
CAG
Compass Advisory Group
Melville,
New York
|
-$388K |
| 5 |
Betterment LLC
New York
|
-$332K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $27 | – | – | – |
|
|
SIA
52
Soltis Investment Advisors
St. George,
Utah
| – | -$8.18M | -311,527 | Closed |
|
|
FA
53
Fermata Advisors
Sonoma,
California
| – | -$575K | -21,880 | Closed |
|
|
TC
54
TownSquare Capital
Provo,
Utah
| – | -$231K | -8,798 | Closed |
|
|
AAS
55
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$216K | -8,214 | Closed |
|
|
TAM
56
Tucker Asset Management
Littleton,
Colorado
| – | -$7.4K | -274 | Closed |
|
UOCT Hedge Fund Activity: Q4 2022 in Review
51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q4 2022, worth a combined $793M — up 1,798% from $41.8M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new UOCT positions and 5 closed out — a net gain of 15 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $7.93M. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $8.18M sold.
- 51 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q4 2022, up from 36 in Q3 2022.
- Funds reported $793M of Innovator US Equity Ultra Buffer ETF October stock for Q4 2022, up 1,798% quarter-over-quarter.
- 20 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q4 2022 and 5 closed out, a net change of +15 holders.
- The largest Innovator US Equity Ultra Buffer ETF October buyer in Q4 2022 was Commonwealth Equity Services, an estimated $7.93M added.
- The largest Innovator US Equity Ultra Buffer ETF October seller in Q4 2022 was Soltis Investment Advisors, an estimated $8.18M sold.
Based on aggregated 13F filings for Q4 2022.