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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.

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 %
TC
51
TownSquare Capital
Utah
$317K -$461K -13,074 -59%
APW
52
Atlantic Private Wealth
North Carolina
$303K +$303K +8,578 New
Jane Street
53
Jane Street
New York
$291K -$153K -4,323 -34%
FA
54
FC Advisory
Pennsylvania
$262K +$262K +7,438 New
BFA
55
Beacon Financial Advisory
Ohio
$261K +$56.8K +1,611 +28%
RA
56
RFG Advisory
Alabama
$239K -$46.4K -1,315 -16%
USCWA
57
U.S. Capital Wealth Advisors
Texas
$233K -$46.3K -1,311 -17%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$226K -$85.9K -2,435 -28%
AAS
59
Ameritas Advisory Services
Nebraska
$223K +$14.6K +413 +7%
CFD
60
Creative Financial Designs
Indiana
$215K – – –
RIL
61
Rothschild Investment LLC
Illinois
$214K – – –
Wolverine Trading
62
Wolverine Trading
Illinois
$208K +$208K +5,870 New
CWA
63
Continuum Wealth Advisors
New York
$203K – – –
AAS
64
Avantax Advisory Services
Texas
$201K +$201K +5,692 New
WTFG
65
Wood Tarver Financial Group
Idaho
$168K +$168K +4,776 New
CA
66
Continuum Advisory
Idaho
$161K – – –
FNWA
67
Financial Network Wealth Advisors
Utah
$117K -$83K -2,352 -41%
CA
68
CoreCap Advisors
Michigan
$110K +$11K +312 +11%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$100K – – –
PS
70
Principal Securities
Iowa
$92.8K – – –
WP
71
WealthShield Partners
North Carolina
$71.5K +$71.5K +2,027 New
SPIA
72
Steward Partners Investment Advisory
New York
$39.4K +$25.3K +716 +179%
CFGS
73
Concourse Financial Group Securities
Alabama
$24K +$9.44K +263 +65%
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$21.2K – – –
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$18K +$18K +500 New
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3
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