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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 Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$14.3M 441,589 +37,058 +9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.8M 332,473 +16,626 +5%
PCA
3
Prosperity Capital Advisors
Ohio
$3.75M 115,837 +10,586 +10%
KWM
4
KFG Wealth Management
Indiana
$1.62M 50,063 -8,454 -14%
BFC
5
Bedel Financial Consulting
Indiana
$1.51M 46,779 – –
OMC
6
Old Mission Capital
Illinois
$1.48M 45,765 +45,765 New
KAS
7
Kestra Advisory Services
Texas
$1.34M 41,545 +33,078 +391%
Truist Financial
8
Truist Financial
North Carolina
$1.34M 41,375 +41,375 New
LPL Financial
9
LPL Financial
California
$1.24M 38,442 +1,553 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.24M 38,280 +1,497 +4%
MCC
11
Money Concepts Capital
Florida
$1.09M 33,554 +6,982 +26%
CAG
12
Compass Advisory Group
New York
$1.01M 31,131 -4,122 -12%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$983K 30,354 +19,212 +172%
TC
14
TownSquare Capital
Utah
$975K 30,112 +2,971 +11%
HI
15
Harbour Investments
Wisconsin
$946K 29,240 +21,944 +301%
AWM
16
AE Wealth Management
Kansas
$927K 28,287 +2,295 +9%
Betterment LLC
17
Betterment LLC
New York
$889K 27,471 +3,890 +16%
AWA
18
Arete Wealth Advisors
Illinois
$855K 26,412 +26,412 New
CF
19
Centaurus Financial
California
$836K 25,825 -20,282 -44%
CVA
20
Central Valley Advisors
California
$652K 20,129 +20,129 New
Morgan Stanley
21
Morgan Stanley
New York
$647K 20,000 +10,000 +100%
SWM
22
Spire Wealth Management
Virginia
$607K 18,586 +13,486 +264%
CA
23
Continuum Advisory
Idaho
$573K 17,694 +17,694 New
LIWM
24
Long Island Wealth Management
New York
$570K 17,596 +17,596 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$569K 17,565 +17,565 New
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