AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
31 hedge funds and large institutions have $71.2M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 4 closing their positions.
0.13% more ownership
Funds ownership: 82.79% → 82.92% (+0.13%)
6% less funds holding
Funds holding: 33 → 31 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
45% less capital invested
Capital invested by funds: $130M → $71.2M (-$58.8M)
61% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.51M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.42M |
| 3 |
LPL Financial
San Diego,
California
|
+$908K |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$320K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.84M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.81M |
| 3 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$1.59M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.54M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $119K | – | – | – |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $102K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $94.7K | +$7.95K | +278 | +9% |
|
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| $55.6K | -$1.54M | -53,737 | -3% |
|
30
Fifth Third Bancorp
Cincinnati,
Ohio
| $54.4K | +$53.5K | +1,869 | New |
|
|
FFA
31
Farther Finance Advisors
San Francisco,
California
| $583 | – | – | – |
|
|
OIA
32
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$1.54M | -55,200 | Closed |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| – | -$1.35M | -53,923 | Closed |
|
34
Citadel Advisors
Miami,
Florida
| – | -$680K | -24,450 | Closed |
|
|
CA
35
Corrado Advisors
Ramsey,
New Jersey
| – | -$6.51K | -234 | Closed |
|
OCTW Hedge Fund Activity: Q1 2023 in Review
31 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q1 2023, worth a combined $71.2M — down 45% from $130M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of OCTW and 3 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 7 added.
The largest buyer was AE Wealth Management, adding an estimated $3.51M. The largest seller was Kestra Advisory Services, cutting an estimated $3.84M.
- 31 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q1 2023, down from 33 in Q4 2022.
- Funds reported $71.2M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q1 2023, down 45% quarter-over-quarter.
- 3 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q1 2023 and 4 closed out, a net change of -1 holder.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q1 2023 was AE Wealth Management, an estimated $3.51M added.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q1 2023 was Kestra Advisory Services, an estimated $3.84M sold.
Based on aggregated 13F filings for Q1 2023.