AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
33 hedge funds and large institutions have $130M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
38% more funds holding
Funds holding: 24 → 33 (+9)
21% more capital invested
Capital invested by funds: $108M → $130M (+$22.6M)
41.73% less ownership
Funds ownership: 124.52% → 82.79% (-42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.12M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.54M |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$4.12M |
| 4 |
JP Morgan Chase
New York
|
+$2.83M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$9.04M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.77M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.2M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.11M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Accurate Wealth Management
Wesley Chapel,
Florida
| $253K | +$248K | +8,969 | New |
|
|
PIA
27
Panoramic Investment Advisors
Denver,
Colorado
| $209K | +$207K | +7,500 | New |
|
28
LPL Financial
San Diego,
California
| $204K | +$202K | +7,325 | New |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| $113K | – | – | – |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $97.6K | +$91.7K | +3,322 | +1,796% |
|
31
UBS Group
Zurich,
Switzerland
| $82.7K | +$82.1K | +2,973 | New |
|
|
CA
32
Corrado Advisors
Ramsey,
New Jersey
| $6.51K | +$6.46K | +234 | New |
|
|
FFA
33
Farther Finance Advisors
San Francisco,
California
| $557 | +$552 | +20 | New |
|
|
LAS
34
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$1.11M | -41,531 | Closed |
|
35
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$5K | -190 | Closed |
|
OCTW Hedge Fund Activity: Q4 2022 in Review
33 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q4 2022, worth a combined $130M — up 21% from $108M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new OCTW positions and 2 closed out — a net gain of 11 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $9.12M. The largest seller was Allianz Investment Management US, cutting an estimated $9.04M.
- 33 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q4 2022, up from 24 in Q3 2022.
- Funds reported $130M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q4 2022, up 21% quarter-over-quarter.
- 13 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q4 2022 and 2 closed out, a net change of +11 holders.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $9.12M added.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q4 2022 was Allianz Investment Management US, an estimated $9.04M sold.
Based on aggregated 13F filings for Q4 2022.