AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
31 hedge funds and large institutions have $127M 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%)
3% less capital invested
Capital invested by funds: $130M → $127M (-$3.27M)
6% less funds holding
Funds holding: 33 → 31 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
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 |
OCTW Hedge Fund Activity: Q1 2023 in Review
31 of the 6,283 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 $127M — down 2.5% 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 $127M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q1 2023, down 2.5% 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.