We are live on ! Find out more
UOCT icon

Innovator US Equity Ultra Buffer ETF October

60 hedge funds and large institutions have $44.6M invested in Innovator US Equity Ultra Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 48.25%48.31% (+0.05%)

3% less capital invested

Capital invested by funds: $45.8M → $44.6M (-$1.22M)

2% less funds holding

Funds holding: 6160 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.3M -$176K -5,107 -2%
PCA
2
Prosperity Capital Advisors
Ohio
$5.58M +$204K +5,901 +4%
KAS
3
Kestra Advisory Services
Texas
$2.13M +$195K +5,634 +10%
KWM
4
KFG Wealth Management
Indiana
$1.75M +$49K +1,419 +3%
LPL Financial
5
LPL Financial
California
$1.54M +$242 +7 +0%
BCM
6
Brookstone Capital Management
Illinois
$1.44M -$54.2K -1,569 -4%
Truist Financial
7
Truist Financial
North Carolina
$1.39M -$46.5K -1,347 -3%
BFC
8
Bedel Financial Consulting
Indiana
$1.31M
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$1.07M +$891K +25,799 +520%
CVA
10
Central Valley Advisors
California
$1.03M +$325K +9,421 +47%
AWM
11
AE Wealth Management
Kansas
$976K +$3.18K +92 +0.3%
CAG
12
Compass Advisory Group
New York
$911K -$53.3K -1,545 -6%
CF
13
Centaurus Financial
California
$835K -$3.18K -92 -0.4%
TC
14
TownSquare Capital
Utah
$768K +$31.7K +917 +4%
Betterment LLC
15
Betterment LLC
New York
$709K -$146K -4,224 -17%
MCC
16
Money Concepts Capital
Florida
$680K -$571K -16,544 -46%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$632K -$3.42K -99 -0.5%
MFG
18
MTM Financial Group
Pennsylvania
$614K
LIWM
19
Long Island Wealth Management
New York
$613K
HI
20
Harbour Investments
Wisconsin
$507K +$29.8K +862 +6%
CCAL
21
City Center Advisors LLC
Michigan
$492K -$7.98K -231 -2%
KWA
22
Kellett Wealth Advisors
Ohio
$481K +$477K +13,808 New
WWA
23
WCG Wealth Advisors
Nevada
$471K
Jane Street
24
Jane Street
New York
$438K -$917K -26,561 -68%
BWM
25
Brown Wealth Management
Illinois
$412K

UOCT Hedge Fund Activity: Q3 2024 in Review

60 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q3 2024, worth a combined $44.6M — down 2.7% from $45.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UOCT and 8 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 13 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $891K. The largest seller was Jane Street, cutting an estimated $917K.

  • 60 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q3 2024, down from 61 in Q2 2024.
  • Funds reported $44.6M of Innovator US Equity Ultra Buffer ETF October stock for Q3 2024, down 2.7% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q3 2024 and 9 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Ultra Buffer ETF October buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $891K added.
  • The largest Innovator US Equity Ultra Buffer ETF October seller in Q3 2024 was Jane Street, an estimated $917K sold.

Based on aggregated 13F filings for Q3 2024.