INNOVATOR ETFS TRUST (AOCT): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

INNOVATOR ETFS TRUST (AOCT)

29 + Investors. Track Smart Money conviction in AOCT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AOCT

Based on 29 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 5Q

For 1 consecutive quarter, more hedge funds reduced or closed their AOCT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 76% of 1.5Y peak

76% of all-time peak

29 funds currently hold this stock — 76% of the 1.5-year high of 38 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 2 quarters from the low — a sharp move.

🔴

Heavy selling pressure — only 23% buying

7 buying24 selling

Last quarter: 24 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 17 → 2 → 8 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 28% entered in last year

■ 0% conviction (2yr+) ■ 72% medium ■ 28% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📊

Peak discovery — momentum slowing

20 → 17 → 2 → 8 → 4 new funds/Q

New funds entering each quarter: 17 → 2 → 8 → 4. AOCT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new

Of 29 current holders: 28 (97%) entered in the past year, only 1 (3%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

4 of 29 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	29	36	-19.44%
13F Shares	1M	2M	-13.77%
Total Value	$38M	$43M	-12.74%
New Positions	4	8	-4
Increased Positions	3	11	-8
Closed Positions	11	7	+4
Reduced Positions	13	10	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-19.44%

13F Shares

-13.77%

Total Value

$38M

$43M

-12.74%

New Positions

-4

Increased Positions

-8

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

29 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AOCT. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 11 institutional holders of AOCT — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Selby Wealth Management, LLC	0.26%	24,600	$651K
2	KFG WEALTH MANAGEMENT, LLC	0.06%	18,799	$497K
3	Cypress Wealth Services, LLC	0.03%	9,056	$240K
4	Syntegra Private Wealth Group, LLC	0.03%	11,735	$310K
5	Brookstone Capital Management	0.02%	76,331	$2.0M
6	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	104,148	$2.8M
7	Concurrent Investment Advisors, LLC	0.00%	12,424	$329K
8	CoreCap Advisors, LLC	0.00%	3,675	$97K
9	ST GERMAIN D J CO INC	0.00%	1,977	$52K
10	Cambridge Investment Research Advisors, Inc.	0.00%	20,452	—
11	IFP Advisors, Inc	0.00%	600	$16K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — INNOVATOR ETFS TRUST (AOCT)

What does the Smart Money Trend signal show for AOCT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AOCT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AOCT?

Heavy selling pressure — only 23% buying: Last quarter: 24 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for AOCT holders?

Smaller funds dominant — 2% AUM from top-100: 4 of 29 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AOCT?

Mostly new holders — 28% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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INNOVATOR ETFS TRUST (AOCT)

Smart Money Signals — AOCT

Selling streak — 1 quarter in a row

High ownership — 76% of 1.5Y peak

Fast accumulation — +38% more funds vs a year ago

Heavy selling pressure — only 23% buying

Steady new buyers — ~4 new funds per quarter

Mostly new holders — 28% entered in last year

Peak discovery — momentum slowing

Early stage — 97% of holders entered in last year

Smaller funds dominant — 2% AUM from top-100

Hedge Fund Ownership: AOCT

Market Analysis: AOCT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AOCT

Hedge Fund Positioning: AOCT

Statistics: AOCT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — INNOVATOR ETFS TRUST (AOCT)

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