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Innovator US Equity Ultra Buffer ETF October

78 hedge funds and large institutions have $102M invested in Innovator US Equity Ultra Buffer ETF October in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 7878 (0)

27.94% less ownership

Funds ownership: 90.89%62.95% (-28%)

41% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 34

44% less capital invested

Capital invested by funds: $182M → $102M (-$80.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
20
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$13.2M +$110K +3,125 +0.9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12M -$36.2K -1,031 -0.3%
PCA
3
Prosperity Capital Advisors
Ohio
$7.48M +$492K +14,021 +7%
EMAM
4
Encompass More Asset Management
California
$4.7M -$1.4M -39,990 -24%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.1M +$857K +24,415 +28%
IWM
6
IHT Wealth Management
Illinois
$3.4M -$606K -17,259 -16%
ASN
7
Advisory Services Network
Georgia
$3.25M
Osaic Holdings
8
Osaic Holdings
Arizona
$2.62M +$606K +17,270 +32%
KAS
9
Kestra Advisory Services
Texas
$2.47M -$443K -12,605 -16%
KWM
10
KFG Wealth Management
Indiana
$2.44M -$617K -17,563 -21%
ATS
11
Ashton Thomas Securities
New York
$2.33M -$2.56K -73 -0.1%
IWM
12
IMG Wealth Management
Florida
$2.28M +$27.9K +796 +1%
BCM
13
Brookstone Capital Management
Illinois
$2.11M -$53.7M -1,528,361 -96%
DLHL
14
Donald L. Hagan LLC
Florida
$1.97M -$26.8K -762 -1%
AF
15
Allworth Financial
California
$1.95M +$49.1K +1,399 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.83M -$188K -5,347 -10%
LPL Financial
17
LPL Financial
California
$1.75M +$87.4K +2,488 +6%
CVA
18
Central Valley Advisors
California
$1.74M -$50.5K -1,439 -3%
WTFG
19
Wood Tarver Financial Group
Idaho
$1.71M +$1.31M +37,265 +404%
Truist Financial
20
Truist Financial
North Carolina
$1.66M -$913 -26 -0.1%
SAG
21
SageView Advisory Group
California
$1.63M +$107K +3,034 +7%
BCI
22
Brinker Capital Investments
Pennsylvania
$1.58M +$891K +25,369 +145%
BFC
23
Bedel Financial Consulting
Indiana
$1.37M -$14.8K -421 -1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.28M -$47.2K -1,343 -4%
OMC
25
Old Mission Capital
Illinois
$1.08M +$317K +9,020 +44%

UOCT Hedge Fund Activity: Q2 2025 in Review

78 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF October (UOCT) for Q2 2025, worth a combined $102M — down 44% from $182M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UOCT positions and 9 closed out — a net gain of 1 holder — while 20 added to existing stakes and 34 trimmed.

The largest buyer was Wood Tarver Financial Group, adding an estimated $1.31M. The largest seller was Brookstone Capital Management, cutting an estimated $53.7M.

  • 78 institutional investors held Innovator US Equity Ultra Buffer ETF October (UOCT) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $102M of Innovator US Equity Ultra Buffer ETF October stock for Q2 2025, down 44% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Ultra Buffer ETF October positions in Q2 2025 and 9 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Ultra Buffer ETF October buyer in Q2 2025 was Wood Tarver Financial Group, an estimated $1.31M added.
  • The largest Innovator US Equity Ultra Buffer ETF October seller in Q2 2025 was Brookstone Capital Management, an estimated $53.7M sold.

Based on aggregated 13F filings for Q2 2025.