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ZOCT

Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT

50 hedge funds and large institutions have $41.4M invested in Innovator Equity Defined Protection ETF - 1 Yr October in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3.01% more ownership

Funds ownership: 60.36% → 63.37% (+3%)

2% more funds holding

Funds holding: 49 → 50 (+1)

6% less capital invested

Capital invested by funds: $44.2M → $41.4M (-$2.8M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.29M
2
FA
FC Advisory
Pennsylvania
+$785K
3
CNBT
Canandaigua National Bank & Trust
New York
+$659K
4
BCM
Brookstone Capital Management
Illinois
+$392K
5
PI
Pachira Investments
California
+$252K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.52M
2
Jane Street
Jane Street
New York
-$525K
3
KWM
Kingsview Wealth Management
Oregon
-$507K
4
SVWAG
Sound View Wealth Advisors Group
Georgia
-$298K
5
PG
Prostatis Group
Maryland
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$389K +$392K +15,457 New
IWM
27
IMG Wealth Management
Florida
$356K – – –
IA
28
IFG Advisors
Missouri
$351K – – –
OMC
29
Old Mission Capital
Illinois
$334K -$84.5K -3,332 -20%
MFG
30
MTM Financial Group
Pennsylvania
$327K -$9.97K -393 -3%
AIC
31
Archer Investment Corporation
Indiana
$295K – – –
IWN
32
Independent Wealth Network
Iowa
$290K -$6.52K -257 -2%
CB
33
Chris Bulman
California
$289K – – –
Citadel Advisors
34
Citadel Advisors
Florida
$285K -$31.1K -1,227 -10%
FFA
35
Farther Finance Advisors
California
$216K +$218K +8,597 New
W
36
WPWealth
Texas
$211K – – –
BA
37
Bluesphere Advisors
Pennsylvania
$200K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$191K +$183K +7,205 +1,801%
SPIA
39
Steward Partners Investment Advisory
New York
$85.1K – – –
CA
40
Continuum Advisory
Idaho
$83K – – –
AWM
41
Atticus Wealth Management
Florida
$70.3K – – –
BA
42
Bellwether Advisors
Nebraska
$60.4K – – –
CA
43
Clearstead Advisors
Ohio
$50.2K – – –
DFA
44
DHJJ Financial Advisors
Illinois
$45.1K – – –
Barclays
45
Barclays
United Kingdom
$42.5K +$40.4K +1,591 +1,591%
AF
46
Advisornet Financial
Minnesota
$40.1K +$40.5K +1,596 New
CAL
47
Capital Analysts LLC
Pennsylvania
$25K – – –
NWMP
48
Noble Wealth Management PBC
Colorado
$16.3K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
UBS Group
50
UBS Group
Switzerland
$503 -$8.09K -319 -94%
1
2
3

ZOCT Hedge Fund Activity: Q1 2025 in Review

50 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) for Q1 2025, worth a combined $41.4M — down 6.3% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ZOCT positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.29M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.52M.

  • 50 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) as of Q1 2025, up from 49 in Q4 2024.
  • Funds reported $41.4M of Innovator Equity Defined Protection ETF - 1 Yr October stock for Q1 2025, down 6.3% quarter-over-quarter.
  • 6 funds opened new Innovator Equity Defined Protection ETF - 1 Yr October positions in Q1 2025 and 5 closed out, a net change of +1 holder.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr October buyer in Q1 2025 was Susquehanna International Group, an estimated $1.29M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr October seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $4.52M sold.

Based on aggregated 13F filings for Q1 2025.