AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
43 hedge funds and large institutions have $104M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
375% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 4
39% more funds holding
Funds holding: 31 → 43 (+12)
33% more capital invested
Capital invested by funds: $78.3M → $104M (+$26M)
6.38% less ownership
Funds ownership: 83.2% → 76.82% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFP
Advus Financial Partners
Winter Park,
Florida
|
+$2.65M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.49M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.22M |
| 4 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$2.05M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$73.6K |
| 2 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$47.1K |
| 3 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
-$33.8K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$16.1K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$349 |
OCTW Hedge Fund Activity: Q4 2023 in Review
43 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q4 2023, worth a combined $104M — up 33% from $78.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new OCTW positions and 2 closed out — a net gain of 12 holders — while 19 added to existing stakes and 4 trimmed.
The largest buyer was Advus Financial Partners, opening a new position worth an estimated $2.65M. The largest seller was Nations Financial Group, cutting an estimated $73.6K.
- 43 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $104M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q4 2023, up 33% quarter-over-quarter.
- 14 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q4 2023 and 2 closed out, a net change of +12 holders.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q4 2023 was Advus Financial Partners, an estimated $2.65M added.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q4 2023 was Nations Financial Group, an estimated $73.6K sold.
Based on aggregated 13F filings for Q4 2023.