ZOCT

Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT

Overview Fund Activity

47 hedge funds and large institutions have $43.5M invested in Innovator Equity Defined Protection ETF - 1 Yr October in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+46
Holders Change %
+4,600%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
$6.29M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.68M
3
PI
Pachira Investments
California
$5.17M
4
CF
Centaurus Financial
California
$2.91M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.28M

Top Sellers

1
OMC
Old Mission Capital
Illinois
$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFG Advisors
Missouri
$352K +$352K +13,950 New
Citadel Advisors
27
Citadel Advisors
Florida
$317K +$317K +12,568 New
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$298K +$298K +11,813 New
IWN
29
Independent Wealth Network
Iowa
$297K +$297K +11,770 New
AIC
30
Archer Investment Corporation
Indiana
$297K +$297K +11,742 New
CB
31
Chris Bulman
California
$291K +$291K +11,502 New
PG
32
Prostatis Group
Maryland
$266K +$266K +10,514 New
W
33
WPWealth
Texas
$211K +$211K +8,372 New
BA
34
Bluesphere Advisors
Pennsylvania
$201K +$201K +7,958 New
SPIA
35
Steward Partners Investment Advisory
New York
$85.4K +$85.4K +3,382 New
CA
36
Continuum Advisory
Idaho
$83.4K +$83.4K +3,301 New
AWM
37
Atticus Wealth Management
Florida
$70.6K +$70.6K +2,795 New
BA
38
Bellwether Advisors
Nebraska
$60.6K +$60.6K +2,400 New
CA
39
Clearstead Advisors
Ohio
$50.4K +$50.4K +1,996 New
DFA
40
DHJJ Financial Advisors
Illinois
$45.3K +$45.3K +1,795 New
SWM
41
Spire Wealth Management
Virginia
$39.5K +$39.5K +1,562 New
CAL
42
Capital Analysts LLC
Pennsylvania
$25K +$25K +992 New
NWMP
43
Noble Wealth Management PBC
Colorado
$16.4K +$16.4K +650 New
Osaic Holdings
44
Osaic Holdings
Arizona
$10.1K +$10.1K +400 New
UBS Group
45
UBS Group
Switzerland
$8.56K +$8.56K +339 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +187 New
Barclays
47
Barclays
United Kingdom
$3K +$3K +100 New
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