Innovator US Equity Ultra Buffer ETF October
UOCT
50 hedge funds and large institutions have $39.5M invested in Innovator US Equity Ultra Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 28 reducing their positions, and 5 closing their positions.
22% more capital invested
Capital invested by funds: $32.3M → $39.5M (+$7.24M)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more funds holding
Funds holding: 49 → 50 (+1)
0.83% more ownership
Funds ownership: 42.85% → 43.68% (+0.83%)
82% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$803K |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$671K |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$276K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$273K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.9M |
| 2 |
CFCI
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
-$498K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$408K |
| 4 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$408K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$351K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFCI
51
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| – | -$498K | -17,464 | Closed |
|
|
ACM
52
Avalon Capital Management
Port Of Redwood City,
California
| – | -$346K | -12,124 | Closed |
|
53
Wolverine Trading
Chicago,
Illinois
| – | -$246K | -8,679 | Closed |
|
|
ETIA
54
Epic Trust Investment Advisors
Richland,
Washington
| – | -$214K | -7,500 | Closed |
|
|
AAS
55
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$204K | -7,090 | Closed |
|
UOCT Hedge Fund Activity: Q2 2023 in Review
50 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q2 2023, worth a combined $39.5M — up 22% from $32.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new UOCT positions and 5 closed out — a net gain of 1 holder — while 5 added to existing stakes and 28 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $803K. The largest seller was Osaic Holdings, cutting an estimated $2.9M.
- 50 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q2 2023, up from 49 in Q1 2023.
- Funds reported $39.5M of Innovator US Equity Ultra Buffer ETF October stock for Q2 2023, up 22% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q2 2023 and 5 closed out, a net change of +1 holder.
- The largest Innovator US Equity Ultra Buffer ETF October buyer in Q2 2023 was Cambridge Investment Research Advisors, an estimated $803K added.
- The largest Innovator US Equity Ultra Buffer ETF October seller in Q2 2023 was Osaic Holdings, an estimated $2.9M sold.
Based on aggregated 13F filings for Q2 2023.