AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
46 hedge funds and large institutions have $127M invested in AllianzIM U.S. Equity Buffer10 Oct ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 3 closing their positions.
733% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 3
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
378% more capital invested
Capital invested by funds: $26.6M → $127M (+$101M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
84% more funds holding
Funds holding: 25 → 46 (+21)
10.25% more ownership
Funds ownership: 74.51% → 84.76% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$65.7M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$6.68M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$3.84M |
| 4 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$3.66M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$7.6M |
| 2 |
FNWA
Financial Network Wealth Advisors
Murray,
Utah
|
-$117K |
| 3 |
NS
NBC Securities
Birmingham,
Alabama
|
-$23K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$6.53K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.77K |
OCTT Hedge Fund Activity: Q4 2024 in Review
46 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) for Q4 2024, worth a combined $127M — up 378% from $26.6M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new OCTT positions and 3 closed out — a net gain of 22 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $65.7M. The largest seller was Allianz Investment Management US, cutting an estimated $7.6M.
- 46 institutional investors held AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) as of Q4 2024, up from 25 in Q3 2024.
- Funds reported $127M of AllianzIM U.S. Equity Buffer10 Oct ETF stock for Q4 2024, up 378% quarter-over-quarter.
- 25 funds opened new AllianzIM U.S. Equity Buffer10 Oct ETF positions in Q4 2024 and 3 closed out, a net change of +22 holders.
- The largest AllianzIM U.S. Equity Buffer10 Oct ETF buyer in Q4 2024 was AE Wealth Management, an estimated $65.7M added.
- The largest AllianzIM U.S. Equity Buffer10 Oct ETF seller in Q4 2024 was Allianz Investment Management US, an estimated $7.6M sold.
Based on aggregated 13F filings for Q4 2024.