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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
NA
1
NewEdge Advisors
Louisiana
$6.29M +$6.27M +248,914 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.68M +$5.67M +225,026 New
PI
3
Pachira Investments
California
$5.17M +$5.15M +204,572 New
CF
4
Centaurus Financial
California
$2.91M +$2.91M +115,332 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.28M +$2.27M +90,166 New
KWM
6
KFG Wealth Management
Indiana
$1.87M +$1.86M +73,931 New
HighTower Advisors
7
HighTower Advisors
Illinois
$1.66M +$1.66M +65,833 New
MW
8
Maia Wealth
Colorado
$1.64M +$1.62M +64,415 New
KAS
9
Kestra Advisory Services
Texas
$1.57M +$1.57M +62,216 New
SB
10
Strategic Blueprint
Georgia
$1.39M +$1.39M +55,022 New
PS
11
Principal Securities
Iowa
$1.04M +$1.04M +41,271 New
WP
12
WealthPLAN Partners
Nebraska
$1.01M +$1.01M +39,889 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1M +$1M +39,785 New
CWS
14
Cypress Wealth Services
California
$982K +$980K +38,881 New
AWA
15
Arete Wealth Advisors
Illinois
$726K +$724K +28,726 New
VFPW
16
Vantage Financial Partners (Wisconsin)
Wisconsin
$658K +$656K +26,033 New
ASN
17
Advisory Services Network
Georgia
$623K +$622K +24,678 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$604K +$602K +23,900 New
AWM
19
AE Wealth Management
Kansas
$537K +$536K +21,272 New
Jane Street
20
Jane Street
New York
$525K +$524K +20,785 New
KWM
21
Kingsview Wealth Management
Oregon
$507K +$506K +20,061 New
SEP
22
Southland Equity Partners
Missouri
$501K +$500K +19,833 New
HI
23
Harbour Investments
Wisconsin
$455K +$454K +18,019 New
IFG
24
Independent Financial Group
California
$445K +$444K +17,600 New
OMC
25
Old Mission Capital
Illinois
$420K +$419K +16,614 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.