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ZOCT

Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT

49 hedge funds and large institutions have $44.2M invested in Innovator Equity Defined Protection ETF - 1 Yr October in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60.36% more ownership

Funds ownership: 0% → 60.36% (+60%)

Holders
49
Holders Change
+49
Holders Change %
–
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$6.27M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.67M
3
PI
Pachira Investments
California
+$5.15M
4
CF
Centaurus Financial
California
+$2.91M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.27M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IMG Wealth Management
Florida
$358K +$357K +14,168 New
IA
27
IFG Advisors
Missouri
$352K +$352K +13,950 New
MFG
28
MTM Financial Group
Pennsylvania
$338K +$337K +13,385 New
Citadel Advisors
29
Citadel Advisors
Florida
$317K +$317K +12,568 New
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$298K +$298K +11,813 New
IWN
31
Independent Wealth Network
Iowa
$297K +$297K +11,770 New
AIC
32
Archer Investment Corporation
Indiana
$297K +$296K +11,742 New
CB
33
Chris Bulman
California
$291K +$290K +11,502 New
PG
34
Prostatis Group
Maryland
$266K +$265K +10,514 New
W
35
WPWealth
Texas
$211K +$211K +8,372 New
BA
36
Bluesphere Advisors
Pennsylvania
$201K +$201K +7,958 New
SPIA
37
Steward Partners Investment Advisory
New York
$85.4K +$85.2K +3,382 New
CA
38
Continuum Advisory
Idaho
$83.4K +$83.2K +3,301 New
AWM
39
Atticus Wealth Management
Florida
$70.6K +$70.4K +2,795 New
BA
40
Bellwether Advisors
Nebraska
$60.6K +$60.5K +2,400 New
CA
41
Clearstead Advisors
Ohio
$50.4K +$50.3K +1,996 New
DFA
42
DHJJ Financial Advisors
Illinois
$45.3K +$45.2K +1,795 New
SWM
43
Spire Wealth Management
Virginia
$39.5K +$39.4K +1,562 New
CAL
44
Capital Analysts LLC
Pennsylvania
$25K +$25K +992 New
NWMP
45
Noble Wealth Management PBC
Colorado
$16.4K +$16.4K +650 New
Osaic Holdings
46
Osaic Holdings
Arizona
$10.1K +$10.1K +400 New
UBS Group
47
UBS Group
Switzerland
$8.56K +$8.54K +339 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.71K +187 New
Barclays
49
Barclays
United Kingdom
$2.53K +$2.52K +100 New
1
2

ZOCT Hedge Fund Activity: Q4 2024 in Review

49 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) for Q4 2024, worth a combined $44.2M.

Buyers outnumbered sellers: 49 funds opened new ZOCT positions and 0 closed out — a net gain of 49 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $6.27M.

  • 49 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $44.2M of Innovator Equity Defined Protection ETF - 1 Yr October stock for Q4 2024.
  • 49 funds opened new Innovator Equity Defined Protection ETF - 1 Yr October positions in Q4 2024 and 0 closed out, a net change of +49 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr October buyer in Q4 2024 was NewEdge Advisors, an estimated $6.27M added.

Based on aggregated 13F filings for Q4 2024.