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Innovator US Equity Ultra Buffer ETF October
UOCT

Overview Fund Activity

55 hedge funds and large institutions have $57.3M invested in Innovator US Equity Ultra Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
+16
Holders Change %
+41.03%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
16
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$1.48M
2
Truist Financial
2
Truist Financial
North Carolina
$1.34M
3
BCM
3
Brookstone Capital Management
Illinois
$14.3M
4
KAS
4
Kestra Advisory Services
Texas
$1.34M
5
AWA
5
Arete Wealth Advisors
Illinois
$855K

Top Sellers

1
CF
1
Centaurus Financial
California
$836K
2
AAS
2
Avantax Advisory Services
Texas
$208K
3
KWM
3
KFG Wealth Management
Indiana
$1.62M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$414K
5
CAG
5
Compass Advisory Group
New York
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$3.95K +$3.95K +122 New
AAP
52
Arax Advisory Partners
Colorado
$3.92K -$5.24K -162 -57%
LFG
53
Larson Financial Group
Missouri
$2.2K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$32 +$32 +1 New
Wells Fargo
55
Wells Fargo
California
$22 – – –
AWA
56
Authentikos Wealth Advisory
California
– -$14.2K -466 Closed
WP
57
WealthShield Partners
North Carolina
– -$13.4K -440 Closed
LF
58
Lee Financial
Texas
– -$6.1K -200 Closed
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