AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
22 hedge funds and large institutions have $61.1M invested in AllianzIM U.S. Equity Buffer10 Oct ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
1.78% more ownership
Funds ownership: 88.52% → 90.31% (+1.8%)
4% more capital invested
Capital invested by funds: $58.7M → $61.1M (+$2.33M)
0% more funds holding
Funds holding: 22 → 22 (0)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.74M |
| 2 |
SL
Sentinus LLC
Oak Brook,
Illinois
|
+$1.17M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$670K |
| 4 |
LPL Financial
San Diego,
California
|
+$342K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$271K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.82M |
| 2 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$954K |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$844K |
| 4 |
Jane Street
New York
|
-$460K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$457K |
OCTT Hedge Fund Activity: Q1 2023 in Review
22 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) for Q1 2023, worth a combined $61.1M — up 4% from $58.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OCTT positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 10 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $2.74M. The largest seller was Osaic Holdings, cutting an estimated $1.82M.
- 22 institutional investors held AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $61.1M of AllianzIM U.S. Equity Buffer10 Oct ETF stock for Q1 2023, up 4% quarter-over-quarter.
- 4 funds opened new AllianzIM U.S. Equity Buffer10 Oct ETF positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest AllianzIM U.S. Equity Buffer10 Oct ETF buyer in Q1 2023 was AE Wealth Management, an estimated $2.74M added.
- The largest AllianzIM U.S. Equity Buffer10 Oct ETF seller in Q1 2023 was Osaic Holdings, an estimated $1.82M sold.
Based on aggregated 13F filings for Q1 2023.