Innovator US Equity Ultra Buffer ETF October
UOCT
80 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.
525% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 4
197% more capital invested
Capital invested by funds: $44.6M → $132M (+$87.6M)
123% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 13
33% more funds holding
Funds holding: 60 → 80 (+20)
24.7% more ownership
Funds ownership: 48.31% → 73% (+25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$29.2M |
| 2 |
TPW
Talon Private Wealth
The Villages,
Florida
|
+$9.72M |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$5.81M |
| 4 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
+$3.56M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$471K |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$461K |
| 3 |
BWM
Brown Wealth Management
Naperville,
Illinois
|
-$412K |
| 4 |
Barclays
London,
United Kingdom
|
-$197K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | +$17.6K | +500 | New |
|
|
AAP
77
Arax Advisory Partners
Denver,
Colorado
| $15.2K | -$4.26K | -121 | -22% |
|
|
OSAM
78
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $12.8K | – | – | – |
|
|
LFG
79
Larson Financial Group
St Louis,
Missouri
| $1.3K | -$1.09K | -31 | -46% |
|
80
Wells Fargo
San Francisco,
California
| $24 | – | – | – |
|
|
WWA
81
WCG Wealth Advisors
Las Vegas,
Nevada
| – | -$471K | -13,541 | Closed |
|
|
BWM
82
Brown Wealth Management
Naperville,
Illinois
| – | -$412K | -11,839 | Closed |
|
|
83
Barclays
London,
United Kingdom
| – | -$197K | -5,649 | Closed |
|
|
MG
84
Mather Group
Chicago,
Illinois
| – | -$76.3K | -2,193 | Closed |
|
UOCT Hedge Fund Activity: Q4 2024 in Review
80 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q4 2024, worth a combined $132M — up 197% from $44.6M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new UOCT positions and 4 closed out — a net gain of 21 holders — while 29 added to existing stakes and 13 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $29.2M. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $471K sold.
- 80 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q4 2024, up from 60 in Q3 2024.
- Funds reported $132M of Innovator US Equity Ultra Buffer ETF October stock for Q4 2024, up 197% quarter-over-quarter.
- 25 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q4 2024 and 4 closed out, a net change of +21 holders.
- The largest Innovator US Equity Ultra Buffer ETF October buyer in Q4 2024 was Brookstone Capital Management, an estimated $29.2M added.
- The largest Innovator US Equity Ultra Buffer ETF October seller in Q4 2024 was WCG Wealth Advisors, an estimated $471K sold.
Based on aggregated 13F filings for Q4 2024.