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ZOCT

Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT

53 hedge funds and large institutions have $45.2M invested in Innovator Equity Defined Protection ETF - 1 Yr October in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

14% more capital invested

Capital invested by funds: $39.5M → $45.2M (+$5.66M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

11.21% more ownership

Funds ownership: 62.71% → 73.93% (+11%)

2% more funds holding

Funds holding: 52 → 53 (+1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$4.58M
2
SA
Sovran Advisors
California
+$1.09M
3
CVA
Central Valley Advisors
California
+$620K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$613K
5
CW
CreativeOne Wealth
Kansas
+$419K

Top Sellers

1
CF
Centaurus Financial
California
-$1.58M
2
PS
Principal Securities
Iowa
-$915K
3
AWA
Arete Wealth Advisors
Illinois
-$747K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$588K
5
Goldman Sachs
Goldman Sachs
New York
-$385K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$489K – – –
IFG
27
Independent Financial Group
California
$468K – – –
Citadel Advisors
28
Citadel Advisors
Florida
$435K +$199K +7,563 +86%
CB
29
Chris Bulman
California
$428K +$121K +4,617 +40%
CW
30
CreativeOne Wealth
Kansas
$424K +$419K +15,945 New
IWM
31
IMG Wealth Management
Florida
$420K +$74.1K +2,818 +22%
SWP
32
Summit Wealth Partners
Florida
$418K +$414K +15,744 New
HI
33
Harbour Investments
Wisconsin
$377K -$79.9K -3,037 -18%
MFG
34
MTM Financial Group
Pennsylvania
$345K – – –
IWN
35
Independent Wealth Network
Iowa
$296K -$15.5K -591 -5%
SIA
36
Soltis Investment Advisors
Utah
$280K +$277K +10,542 New
SPIA
37
Steward Partners Investment Advisory
New York
$258K +$167K +6,340 +187%
FFA
38
Farther Finance Advisors
California
$229K – – –
WFS
39
WealthGarden F.S.
California
$223K +$219K +8,339 New
W
40
WPWealth
Texas
$223K – – –
BA
41
Bluesphere Advisors
Pennsylvania
$212K – – –
AIC
42
Archer Investment Corporation
Indiana
$179K -$129K -4,898 -42%
Barclays
43
Barclays
United Kingdom
$148K +$141K +5,380 +2,892%
CA
44
CoreCap Advisors
Michigan
$123K +$75.4K +2,868 +164%
IA
45
IFP Advisors
Florida
$110K +$5.26K +200 +5%
PS
46
Principal Securities
Iowa
$104K -$915K -34,780 -90%
CA
47
Clearstead Advisors
Ohio
$53.1K – – –
AAS
48
Ameritas Advisory Services
Nebraska
$51.8K +$51.3K +1,950 New
DFA
49
DHJJ Financial Advisors
Illinois
$47.7K – – –
CAL
50
Capital Analysts LLC
Pennsylvania
$26K – – –
1
2
3

ZOCT Hedge Fund Activity: Q3 2025 in Review

53 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) for Q3 2025, worth a combined $45.2M — up 14% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ZOCT positions and 8 closed out — a net gain of 1 holder — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $4.58M. The largest seller was Centaurus Financial, cutting an estimated $1.58M.

  • 53 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) as of Q3 2025, up from 52 in Q2 2025.
  • Funds reported $45.2M of Innovator Equity Defined Protection ETF - 1 Yr October stock for Q3 2025, up 14% quarter-over-quarter.
  • 9 funds opened new Innovator Equity Defined Protection ETF - 1 Yr October positions in Q3 2025 and 8 closed out, a net change of +1 holder.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr October buyer in Q3 2025 was Raymond James Financial, an estimated $4.58M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr October seller in Q3 2025 was Centaurus Financial, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2025.