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AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW

44 hedge funds and large institutions have $102M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

5% more funds holding

Funds holding: 42 → 44 (+2)

1.06% more ownership

Funds ownership: 74.81% → 75.87% (+1.1%)

1% more capital invested

Capital invested by funds: $102M → $102M (+$655K)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.64M
2
Jane Street
Jane Street
New York
+$918K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$474K
4
LPL Financial
LPL Financial
California
+$281K
5
OMC
Old Mission Capital
Illinois
+$229K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$2.79M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.09M
4
NFG
Nations Financial Group
Iowa
-$366K
5
LIWM
Long Island Wealth Management
New York
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
26
Certified Advisory Corp
Florida
$462K -$3K -90 -0.7%
SWM
27
Spire Wealth Management
Virginia
$447K -$33 -1 -0%
DI
28
Diligent Investors
California
$386K – – –
WG
29
Wealth Group
North Carolina
$354K +$348K +10,452 New
HWM
30
HB Wealth Management
Georgia
$335K – – –
IFG
31
Independent Financial Group
California
$297K – – –
PIA
32
Panoramic Investment Advisors
Colorado
$254K – – –
CPA
33
Clear Point Advisors
New York
$247K – – –
OMC
34
Old Mission Capital
Illinois
$233K +$229K +6,870 New
PAG
35
Private Advisor Group
New Jersey
$223K – – –
BAM
36
Belpointe Asset Management
Nevada
$220K +$216K +6,490 New
FHC
37
First Heartland Consultants
Missouri
$201K -$100K -3,012 -34%
HI
38
Harbour Investments
Wisconsin
$199K +$3.33K +100 +2%
AIMU
39
Allianz Investment Management US
Minnesota
$169K – – –
IA
40
IFP Advisors
Florida
$167K – – –
UBS Group
41
UBS Group
Switzerland
$147K +$61.1K +1,834 +73%
AF
42
Advisornet Financial
Minnesota
$104K -$33.3K -1,000 -25%
CA
43
CoreCap Advisors
Michigan
$103K +$102K +3,053 New
FFA
44
Farther Finance Advisors
California
$677 – – –
CW
45
CreativeOne Wealth
Kansas
– -$210K -6,414 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
– -$33 -1 Closed
1
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OCTW Hedge Fund Activity: Q1 2024 in Review

44 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q1 2024, worth a combined $102M — up 0.64% from $102M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OCTW positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.64M. The largest seller was Osaic Holdings, cutting an estimated $2.79M.

  • 44 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q1 2024, up from 42 in Q4 2023.
  • Funds reported $102M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q1 2024, up 0.64% quarter-over-quarter.
  • 5 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.64M added.
  • The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q1 2024 was Osaic Holdings, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2024.