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Innovator US Equity Ultra Buffer ETF October
UOCT

Overview Fund Activity

57 hedge funds and large institutions have $45.1M invested in Innovator US Equity Ultra Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIM
1
Delta Investment Management
California
$768K
2
KAS
2
Kestra Advisory Services
Texas
$2.09M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$521K
4
CCAL
4
City Center Advisors LLC
Michigan
$482K
5
Jane Street
5
Jane Street
New York
$333K

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.61M
2
OMC
2
Old Mission Capital
Illinois
$266K
3
HI
3
Harbour Investments
Wisconsin
$460K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$336K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.2M 332,511 +38 +0%
PCA
2
Prosperity Capital Advisors
Ohio
$3.62M 107,766 -8,071 -7%
KAS
3
Kestra Advisory Services
Texas
$2.09M 62,139 +20,594 +50%
KWM
4
KFG Wealth Management
Indiana
$1.65M 49,197 -866 -2%
BCM
5
Brookstone Capital Management
Illinois
$1.61M 47,784 -393,805 -89%
BFC
6
Bedel Financial Consulting
Indiana
$1.57M 46,779 – –
LPL Financial
7
LPL Financial
California
$1.5M 44,585 +6,143 +16%
Truist Financial
8
Truist Financial
North Carolina
$1.39M 41,382 +7 +0%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.07M 31,999 -6,281 -16%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.07M 31,846 +1,492 +5%
MCC
11
Money Concepts Capital
Florida
$1.04M 30,815 -2,739 -8%
CAG
12
Compass Advisory Group
New York
$989K 29,451 -1,680 -5%
AWM
13
AE Wealth Management
Kansas
$967K 28,781 +494 +2%
Betterment LLC
14
Betterment LLC
New York
$906K 26,983 -488 -2%
AWA
15
Arete Wealth Advisors
Illinois
$831K 24,746 -1,666 -6%
CF
16
Centaurus Financial
California
$828K 24,660 -1,165 -5%
TC
17
TownSquare Capital
Utah
$778K 23,145 -6,967 -23%
DIM
18
Delta Investment Management
California
$768K 22,871 +22,871 New
CVA
19
Central Valley Advisors
California
$676K 20,129 – –
SWM
20
Spire Wealth Management
Virginia
$624K 18,587 +1 +0%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$600K 17,857 +292 +2%
LIWM
22
Long Island Wealth Management
New York
$591K 17,596 – –
CA
23
Continuum Advisory
Idaho
$579K 17,135 -559 -3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$521K 15,521 +15,521 New
CCAL
25
City Center Advisors LLC
Michigan
$482K 14,360 +14,360 New
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