AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
26 hedge funds and large institutions have $27.5M invested in AllianzIM U.S. Equity Buffer10 Oct ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more capital invested
Capital invested by funds: $26M → $27.5M (+$1.52M)
5.18% more ownership
Funds ownership: 64.46% → 69.64% (+5.2%)
4% more funds holding
Funds holding: 25 → 26 (+1)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.35M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$594K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$431K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$348K |
| 5 |
LPL Financial
San Diego,
California
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.57M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$561K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$348K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$130K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$46.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $2.55K | +$2.49K | +71 | New |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$561K | -16,433 | Closed |
|
|
AWS
28
Atria Wealth Solutions
New York
| – | -$348K | -10,193 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$7.52K | -220 | Closed |
|
OCTT Hedge Fund Activity: Q1 2024 in Review
26 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) for Q1 2024, worth a combined $27.5M — up 5.8% from $26M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OCTT positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $1.35M. The largest seller was Osaic Holdings, cutting an estimated $1.57M.
- 26 institutional investors held AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) as of Q1 2024, up from 25 in Q4 2023.
- Funds reported $27.5M of AllianzIM U.S. Equity Buffer10 Oct ETF stock for Q1 2024, up 5.8% quarter-over-quarter.
- 5 funds opened new AllianzIM U.S. Equity Buffer10 Oct ETF positions in Q1 2024 and 3 closed out, a net change of +2 holders.
- The largest AllianzIM U.S. Equity Buffer10 Oct ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.35M added.
- The largest AllianzIM U.S. Equity Buffer10 Oct ETF seller in Q1 2024 was Osaic Holdings, an estimated $1.57M sold.
Based on aggregated 13F filings for Q1 2024.