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AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW

47 hedge funds and large institutions have $104M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

8.59% more ownership

Funds ownership: 75.24% → 83.83% (+8.6%)

8% more capital invested

Capital invested by funds: $96.8M → $104M (+$7.66M)

7% more funds holding

Funds holding: 44 → 47 (+3)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.18M
2
BFWM
Bright Futures Wealth Management
New York
+$2.24M
3
HI
Harbour Investments
Wisconsin
+$868K
4
JP Morgan Chase
JP Morgan Chase
New York
+$844K
5
CAG
Csenge Advisory Group
Florida
+$715K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$941K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$830K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$552K
4
KAS
Kestra Advisory Services
Texas
-$407K
5
UBS Group
UBS Group
Switzerland
-$381K
Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
26
DHJJ Financial Advisors
Illinois
$582K -$118K -3,393 -17%
CAC
27
Certified Advisory Corp
Florida
$479K – – –
CRWM
28
Castle Rock Wealth Management
California
$419K +$416K +11,978 New
WG
29
Wealth Group
North Carolina
$367K – – –
DI
30
Diligent Investors
California
$365K -$34.8K -1,000 -9%
HWM
31
HB Wealth Management
Georgia
$348K – – –
SL
32
Sentinus LLC
Illinois
$338K +$98.7K +2,840 +47%
AA
33
Advisory Alpha
Michigan
$329K +$325K +9,362 New
AAS
34
Avantax Advisory Services
Texas
$265K +$263K +7,557 New
PIA
35
Panoramic Investment Advisors
Colorado
$263K +$261K +7,500 New
CPA
36
Clear Point Advisors
New York
$256K – – –
IFG
37
Independent Financial Group
California
$252K -$55.6K -1,600 -18%
PAG
38
Private Advisor Group
New Jersey
$232K – – –
BAM
39
Belpointe Asset Management
Nevada
$228K – – –
SWM
40
Spire Wealth Management
Virginia
$194K – – –
AIMU
41
Allianz Investment Management US
Minnesota
$175K – – –
IA
42
IFP Advisors
Florida
$173K – – –
AF
43
Advisornet Financial
Minnesota
$108K – – –
CA
44
CoreCap Advisors
Michigan
$34K -$68.2K -1,962 -67%
SPIA
45
Steward Partners Investment Advisory
New York
$23K – – –
FNWA
46
Financial Network Wealth Advisors
Utah
$19.5K – – –
FFA
47
Farther Finance Advisors
California
$702 – – –
OMC
48
Old Mission Capital
Illinois
– -$941K -27,274 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$830K -24,059 Closed
UBS Group
50
UBS Group
Switzerland
– -$381K -11,055 Closed
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OCTW Hedge Fund Activity: Q3 2024 in Review

47 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q3 2024, worth a combined $104M — up 7.9% from $96.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OCTW positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $3.18M. The largest seller was Old Mission Capital, exiting entirely with an estimated $941K sold.

  • 47 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q3 2024, up from 44 in Q2 2024.
  • Funds reported $104M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q3 2024 and 3 closed out, a net change of +3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $3.18M added.
  • The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q3 2024 was Old Mission Capital, an estimated $941K sold.

Based on aggregated 13F filings for Q3 2024.