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Innovator US Equity Ultra Buffer ETF October

38 hedge funds and large institutions have $13.3M invested in Innovator US Equity Ultra Buffer ETF October in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.88% less ownership

Funds ownership: 25.83%20.95% (-4.9%)

7% less funds holding

Funds holding: 4138 (-3)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

26% less capital invested

Capital invested by funds: $18M → $13.3M (-$4.71M)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Bedel Financial Consulting
Indiana
$1.52M +$73.1K +2,603 +5%
Betterment LLC
2
Betterment LLC
New York
$911K +$904K +32,185 New
FA
3
Fermata Advisors
California
$718K +$17.1K +608 +2%
AWA
4
Arete Wealth Advisors
Illinois
$598K +$96.5K +3,435 +19%
LPL Financial
5
LPL Financial
California
$568K -$24.5K -871 -4%
VWA
6
V Wealth Advisors
Kansas
$562K
SB
7
Strategic Blueprint
Georgia
$524K +$91K +3,239 +21%
CA
8
Cetera Advisors
Colorado
$518K +$136K +4,844 +36%
OMC
9
Old Mission Capital
Illinois
$492K -$93.6K -3,334 -16%
MCC
10
Money Concepts Capital
Florida
$473K +$70.5K +2,512 +18%
CFCI
11
Comprehensive Financial Consultants Institutional
Indiana
$467K
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$463K
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$442K -$14K -500 -3%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$433K -$13.3K -473 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$429K +$58.2K +2,072 +16%
AIC
16
Archer Investment Corporation
Indiana
$415K -$57.1K -2,035 -12%
WMS
17
Wealth Management Solutions
Pennsylvania
$369K -$50.3K -1,790 -12%
SHIM
18
Stone House Investment Management
Pennsylvania
$299K +$296K +10,550 New
AAS
19
Ameritas Advisory Services
Nebraska
$298K -$1.8K -64 -0.6%
Morgan Stanley
20
Morgan Stanley
New York
$292K
ETIA
21
Epic Trust Investment Advisors
Washington
$276K
KA
22
Kovack Advisors
Florida
$274K +$273K +9,712 New
CAN
23
Cetera Advisor Networks
California
$273K -$1.4K -50 -0.5%
ACM
24
Avalon Capital Management
California
$265K +$272K +9,697 New
KAS
25
Kestra Advisory Services
Texas
$250K

UOCT Hedge Fund Activity: Q1 2022 in Review

38 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q1 2022, worth a combined $13.3M — down 26% from $18M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of UOCT and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 8 added.

The largest buyer was Betterment LLC, opening a new position worth an estimated $904K. The largest seller was Hudson Capital Management, exiting entirely with an estimated $5.58M sold.

  • 38 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q1 2022, down from 41 in Q4 2021.
  • Funds reported $13.3M of Innovator US Equity Ultra Buffer ETF October stock for Q1 2022, down 26% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q1 2022 and 6 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Ultra Buffer ETF October buyer in Q1 2022 was Betterment LLC, an estimated $904K added.
  • The largest Innovator US Equity Ultra Buffer ETF October seller in Q1 2022 was Hudson Capital Management, an estimated $5.58M sold.

Based on aggregated 13F filings for Q1 2022.