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AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW

89 hedge funds and large institutions have $345M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 6

230% more capital invested

Capital invested by funds: $104M → $345M (+$240M)

89% more funds holding

Funds holding: 47 → 89 (+42)

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

1.52% less ownership

Funds ownership: 83.83% → 82.3% (-1.5%)

Holders
89
Holders Change
+42
Holders Change %
+89.36%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
50
Increased
18
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$97.4M
2
AWM
AE Wealth Management
Kansas
+$58.9M
3
LAS
Lloyd Advisory Services
Georgia
+$10.9M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.35M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.28M

Top Sellers

Rank Fund Capital Flow
1
BFWM
Bright Futures Wealth Management
New York
-$2.27M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.39M
3
SB
Strategic Blueprint
Georgia
-$935K
4
Citadel Advisors
Citadel Advisors
Florida
-$762K
5
OIA
OneDigital Investment Advisors
Kansas
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
51
Focus Financial Network
Minnesota
$388K +$387K +10,912 New
IFG
52
Independent Financial Group
California
$374K +$119K +3,356 +47%
HWM
53
HB Wealth Management
Georgia
$352K – – –
RCM
54
Riggs Capital Management
Utah
$336K +$334K +9,436 New
CFG
55
Copley Financial Group
California
$329K +$328K +9,264 New
KFG
56
Kingdom Financial Group
Arizona
$327K +$326K +9,203 New
DI
57
Diligent Investors
California
$317K -$53.2K -1,500 -14%
GFG
58
Grantvest Financial Group
New Jersey
$307K +$306K +8,634 New
BAM
59
Belpointe Asset Management
Nevada
$295K +$69.5K +1,962 +30%
JSA
60
Jim Saulnier & Associates
Colorado
$289K +$289K +8,140 New
WG
61
Wealth Group
North Carolina
$279K -$92.2K -2,601 -25%
PIA
62
Panoramic Investment Advisors
Colorado
$267K – – –
CPA
63
Clear Point Advisors
New York
$260K – – –
GS
64
GTS Securities
New York
$246K +$245K +6,918 New
PAG
65
Private Advisor Group
New Jersey
$235K – – –
MSFS
66
Main Street Financial Solutions
Pennsylvania
$226K +$226K +6,369 New
OMC
67
Old Mission Capital
Illinois
$219K +$218K +6,152 New
RAG
68
RIA Advisory Group
Iowa
$202K +$202K +5,687 New
SL
69
Sentinus LLC
Illinois
$202K -$116K -3,263 -37%
IA
70
IFP Advisors
Florida
$181K +$5.32K +150 +3%
AIMU
71
Allianz Investment Management US
Minnesota
$178K – – –
CAWM
72
Capital A Wealth Management
Pennsylvania
$113K +$112K +3,169 New
T
73
Transce3nd
Texas
$113K +$112K +3,167 New
GRP
74
Global Retirement Partners
California
$111K +$111K +3,119 New
AF
75
Advisornet Financial
Minnesota
$109K – – –
1 2
3
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OCTW Hedge Fund Activity: Q4 2024 in Review

89 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q4 2024, worth a combined $345M — up 230% from $104M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new OCTW positions and 6 closed out — a net gain of 44 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $97.4M. The largest seller was Bright Futures Wealth Management, exiting entirely with an estimated $2.27M sold.

  • 89 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $345M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q4 2024, up 230% quarter-over-quarter.
  • 50 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q4 2024 and 6 closed out, a net change of +44 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q4 2024 was Gradient Investments, an estimated $97.4M added.
  • The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q4 2024 was Bright Futures Wealth Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2024.