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Innovator US Equity Ultra Buffer ETF October
UOCT

61 hedge funds and large institutions have $45.8M invested in Innovator US Equity Ultra Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

5% more funds holding

Funds holding: 58 → 61 (+3)

0% more capital invested

Capital invested by funds: $45.7M → $45.8M (+$97.2K)

0.2% more ownership

Funds ownership: 48.06% → 48.25% (+0.2%)

52% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 25

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Prosperity Capital Advisors
Ohio
+$1.58M
2
Jane Street
Jane Street
New York
+$988K
3
OMC
Old Mission Capital
Illinois
+$337K
4
SAG
SageView Advisory Group
California
+$253K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$240K

Top Sellers

1
DIM
Delta Investment Management
California
-$768K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$406K
3
Osaic Holdings
Osaic Holdings
Arizona
-$348K
4
AWA
Arete Wealth Advisors
Illinois
-$325K
5
SWM
Spire Wealth Management
Virginia
-$312K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.3M -$120K -3,539 -1%
PCA
2
Prosperity Capital Advisors
Ohio
$5.29M +$1.58M +46,708 +43%
KAS
3
Kestra Advisory Services
Texas
$1.91M -$218K -6,460 -10%
KWM
4
KFG Wealth Management
Indiana
$1.68M -$7.95K -235 -0.5%
LPL Financial
5
LPL Financial
California
$1.51M -$13.2K -390 -0.9%
BCM
6
Brookstone Capital Management
Illinois
$1.48M -$165K -4,877 -10%
Truist Financial
7
Truist Financial
North Carolina
$1.41M -$7.95K -235 -0.6%
Jane Street
8
Jane Street
New York
$1.34M +$988K +29,218 +295%
BFC
9
Bedel Financial Consulting
Indiana
$1.29M -$310K -9,182 -20%
MCC
10
Money Concepts Capital
Florida
$1.24M +$178K +5,256 +17%
AWM
11
AE Wealth Management
Kansas
$957K -$28K -829 -3%
CAG
12
Compass Advisory Group
New York
$950K -$58.5K -1,729 -6%
Betterment LLC
13
Betterment LLC
New York
$843K -$80.8K -2,389 -9%
CF
14
Centaurus Financial
California
$825K -$19.9K -588 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$743K -$348K -10,300 -32%
TC
16
TownSquare Capital
Utah
$724K -$68.1K -2,013 -9%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$702K +$240K +7,111 +53%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$679K -$406K -12,018 -38%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$626K +$13.7K +406 +2%
OMC
20
Old Mission Capital
Illinois
$612K +$337K +9,958 +126%
MFG
21
MTM Financial Group
Pennsylvania
$604K – – –
LIWM
22
Long Island Wealth Management
New York
$603K – – –
CA
23
Continuum Advisory
Idaho
$583K -$3.48K -103 -0.6%
AWA
24
Arete Wealth Advisors
Illinois
$518K -$325K -9,624 -39%
CCAL
25
City Center Advisors LLC
Michigan
$482K – – –
1
2 3

UOCT Hedge Fund Activity: Q2 2024 in Review

61 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q2 2024, worth a combined $45.8M — up 0.21% from $45.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UOCT positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 25 trimmed.

The largest buyer was Prosperity Capital Advisors, adding an estimated $1.58M. The largest seller was Delta Investment Management, exiting entirely with an estimated $768K sold.

  • 61 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q2 2024, up from 58 in Q1 2024.
  • Funds reported $45.8M of Innovator US Equity Ultra Buffer ETF October stock for Q2 2024, up 0.21% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q2 2024 and 3 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Ultra Buffer ETF October buyer in Q2 2024 was Prosperity Capital Advisors, an estimated $1.58M added.
  • The largest Innovator US Equity Ultra Buffer ETF October seller in Q2 2024 was Delta Investment Management, an estimated $768K sold.

Based on aggregated 13F filings for Q2 2024.