AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
42 hedge funds and large institutions have $102M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
375% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 4
35% more funds holding
Funds holding: 31 → 42 (+11)
30% more capital invested
Capital invested by funds: $78.3M → $102M (+$23.2M)
8.39% less ownership
Funds ownership: 83.2% → 74.81% (-8.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.49M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.22M |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$2.05M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.29M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.27M |
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
42 of the 6,860 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 $102M — up 30% from $78.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new OCTW positions and 2 closed out — a net gain of 11 holders — while 19 added to existing stakes and 4 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $2.49M. The largest seller was Nations Financial Group, cutting an estimated $73.6K.
- 42 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $102M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q4 2023, up 30% quarter-over-quarter.
- 13 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q4 2023 and 2 closed out, a net change of +11 holders.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $2.49M 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.