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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$4.58M |
| 2 |
SA
Sovran Advisors
San Diego,
California
|
+$1.09M |
| 3 |
CVA
Central Valley Advisors
Sacramento,
California
|
+$620K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$613K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$419K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.58M |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
-$915K |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$747K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$588K |
| 5 |
Goldman Sachs
New York
|
-$385K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
51
Evermay Wealth Management
Arlington,
Virginia
| $23.9K | +$23.7K | +900 | New |
|
|
NWMP
52
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $17.3K | +$17.1K | +650 | New |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
|
AWA
54
Arete Wealth Advisors
Chicago,
Illinois
| – | -$747K | -28,726 | Closed |
|
|
55
Goldman Sachs
New York
| – | -$385K | -14,824 | Closed |
|
|
IA
56
IFG Advisors
St. Louis,
Missouri
| – | -$363K | -13,950 | Closed |
|
|
OMC
57
Old Mission Capital
Chicago,
Illinois
| – | -$253K | -9,728 | Closed |
|
|
FA
58
FSA Advisors
Troy,
Michigan
| – | -$201K | -7,716 | Closed |
|
59
UBS Group
Zurich,
Switzerland
| – | -$153K | -5,873 | Closed |
|
|
AWM
60
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$72.7K | -2,795 | Closed |
|
|
BA
61
Bellwether Advisors
Lincoln,
Nebraska
| – | -$62.4K | -2,400 | Closed |
|
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.