AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
22 hedge funds and large institutions have $58.7M invested in AllianzIM U.S. Equity Buffer10 Oct ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
41% more capital invested
Capital invested by funds: $41.8M → $58.7M (+$16.9M)
38% more funds holding
Funds holding: 16 → 22 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.4% less ownership
Funds ownership: 89.93% → 88.52% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.47M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$3.21M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.74M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.05M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$3.49M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$462K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$195K |
OCTT Hedge Fund Activity: Q4 2022 in Review
22 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) for Q4 2022, worth a combined $58.7M — up 41% from $41.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OCTT positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $5.47M. The largest seller was Allianz Investment Management US, cutting an estimated $3.49M.
- 22 institutional investors held AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) as of Q4 2022, up from 16 in Q3 2022.
- Funds reported $58.7M of AllianzIM U.S. Equity Buffer10 Oct ETF stock for Q4 2022, up 41% quarter-over-quarter.
- 8 funds opened new AllianzIM U.S. Equity Buffer10 Oct ETF positions in Q4 2022 and 1 closed out, a net change of +7 holders.
- The largest AllianzIM U.S. Equity Buffer10 Oct ETF buyer in Q4 2022 was AE Wealth Management, an estimated $5.47M added.
- The largest AllianzIM U.S. Equity Buffer10 Oct ETF seller in Q4 2022 was Allianz Investment Management US, an estimated $3.49M sold.
Based on aggregated 13F filings for Q4 2022.