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OCTU

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU

15 hedge funds and large institutions have $16.9M invested in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

58.1% more ownership

Funds ownership: 0% → 58.1% (+58%)

Holders
15
Holders Change
+15
Holders Change %
–
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIMU
Allianz Investment Management US
Minnesota
+$5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.48M
3
SI
Stephens Inc
Arkansas
+$2.96M
4
OIA
OneDigital Investment Advisors
Kansas
+$1.86M
5
CWS
Cypress Wealth Services
California
+$775K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$4.97M +$5M +196,146 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.46M +$3.48M +136,541 New
SI
3
Stephens Inc
Arkansas
$2.94M +$2.96M +116,275 New
OIA
4
OneDigital Investment Advisors
Kansas
$1.85M +$1.86M +72,851 New
CWS
5
Cypress Wealth Services
California
$770K +$775K +30,421 New
OMC
6
Old Mission Capital
Illinois
$612K +$616K +24,183 New
SC
7
Savant Capital
Illinois
$503K +$506K +19,852 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$391K +$393K +15,429 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$341K +$343K +13,476 New
Citadel Advisors
10
Citadel Advisors
Florida
$268K +$270K +10,582 New
BWM
11
BCGM Wealth Management
Indiana
$234K +$235K +9,240 New
GFG
12
Grantvest Financial Group
New Jersey
$232K +$233K +9,160 New
CW
13
CreativeOne Wealth
Kansas
$220K +$222K +8,705 New
HI
14
Harbour Investments
Wisconsin
$130K +$131K +5,146 New
NIA
15
NBZ Investment Advisors
Tennessee
$4.68K +$4.71K +185 New

OCTU Hedge Fund Activity: Q4 2024 in Review

15 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) for Q4 2024, worth a combined $16.9M.

Buyers outnumbered sellers: 15 funds opened new OCTU positions and 0 closed out — a net gain of 15 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Allianz Investment Management US, opening a new position worth an estimated $5M.

  • 15 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $16.9M of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF stock for Q4 2024.
  • 15 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF positions in Q4 2024 and 0 closed out, a net change of +15 holders.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF buyer in Q4 2024 was Allianz Investment Management US, an estimated $5M added.

Based on aggregated 13F filings for Q4 2024.