AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
15 hedge funds and large institutions have $28.9M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
15% more funds holding
Funds holding: 13 → 15 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
5.48% less ownership
Funds ownership: 76.52% → 71.05% (-5.5%)
6% less capital invested
Capital invested by funds: $30.7M → $28.9M (-$1.81M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$801K |
| 2 |
CAG
Compass Advisory Group
Melville,
New York
|
+$793K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$486K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$333K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$1.83M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.41M |
| 3 |
Jane Street
New York
|
-$818K |
| 4 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$162K |
| 5 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
-$6.54K |
OCTW Hedge Fund Activity: Q1 2022 in Review
15 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q1 2022, worth a combined $28.9M — down 5.9% from $30.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OCTW positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Nations Financial Group, opening a new position worth an estimated $801K. The largest seller was Allianz Investment Management US, cutting an estimated $1.83M.
- 15 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q1 2022, up from 13 in Q4 2021.
- Funds reported $28.9M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q1 2022, down 5.9% quarter-over-quarter.
- 4 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q1 2022 and 2 closed out, a net change of +2 holders.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q1 2022 was Nations Financial Group, an estimated $801K added.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q1 2022 was Allianz Investment Management US, an estimated $1.83M sold.
Based on aggregated 13F filings for Q1 2022.