We are live on ! Find out more
ZOCT

Innovator Equity Defined Protection ETF - 1 Yr October

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: 4950 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$6.22M -$37.8K -1,492 -0.6%
PI
2
Pachira Investments
California
$5.39M +$252K +9,949 +5%
CF
3
Centaurus Financial
California
$2.9M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.4M +$135K +5,319 +6%
KWM
5
KFG Wealth Management
Indiana
$1.69M -$171K -6,745 -9%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.66M
MW
7
Maia Wealth
Colorado
$1.61M +$1.42K +56 +0.1%
KAS
8
Kestra Advisory Services
Texas
$1.55M -$12K -474 -0.8%
SB
9
Strategic Blueprint
Georgia
$1.38M
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.28M +$1.29M +50,930 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.18M -$4.52M -178,251 -79%
PS
12
Principal Securities
Iowa
$1.04M
WP
13
WealthPLAN Partners
Nebraska
$1M
CWS
14
Cypress Wealth Services
California
$978K
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$935K -$66.5K -2,621 -7%
FA
16
FC Advisory
Pennsylvania
$778K +$785K +30,949 New
AWA
17
Arete Wealth Advisors
Illinois
$721K
VFPW
18
Vantage Financial Partners (Wisconsin)
Wisconsin
$655K
CNBT
19
Canandaigua National Bank & Trust
New York
$654K +$659K +26,000 New
ASN
20
Advisory Services Network
Georgia
$621K
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$601K
AWM
22
AE Wealth Management
Kansas
$542K +$6.64K +262 +1%
SEP
23
Southland Equity Partners
Missouri
$499K
IFG
24
Independent Financial Group
California
$443K
HI
25
Harbour Investments
Wisconsin
$433K -$20.1K -792 -4%

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.