Innovator US Equity Ultra Buffer ETF October
UOCT
31 hedge funds and large institutions have $21.2M invested in Innovator US Equity Ultra Buffer ETF October in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 5 closing their positions.
1.12% more ownership
Funds ownership: 31.63% → 32.75% (+1.1%)
6% less funds holding
Funds holding: 33 → 31 (-2)
9% less capital invested
Capital invested by funds: $23.3M → $21.2M (-$2.12M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$4.07M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.95M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$809K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$309K |
| 5 |
LPL Financial
San Diego,
California
|
+$186K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$3.37M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$1.65M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$902K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$506K |
UOCT Hedge Fund Activity: Q2 2021 in Review
31 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q2 2021, worth a combined $21.2M — down 9.1% from $23.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of UOCT and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 5 added.
The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $4.07M. The largest seller was Tradition Wealth Management, cutting an estimated $3.37M.
- 31 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q2 2021, down from 33 in Q1 2021.
- Funds reported $21.2M of Innovator US Equity Ultra Buffer ETF October stock for Q2 2021, down 9.1% quarter-over-quarter.
- 4 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q2 2021 and 5 closed out, a net change of -1 holder.
- The largest Innovator US Equity Ultra Buffer ETF October buyer in Q2 2021 was Soltis Investment Advisors, an estimated $4.07M added.
- The largest Innovator US Equity Ultra Buffer ETF October seller in Q2 2021 was Tradition Wealth Management, an estimated $3.37M sold.
Based on aggregated 13F filings for Q2 2021.