AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
45 hedge funds and large institutions have $105M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
5% more funds holding
Funds holding: 43 → 45 (+2)
1.14% more ownership
Funds ownership: 76.82% → 77.96% (+1.1%)
1% more capital invested
Capital invested by funds: $104M → $105M (+$750K)
25% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.64M |
| 2 |
Jane Street
New York
|
+$918K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$474K |
| 4 |
LPL Financial
San Diego,
California
|
+$281K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.79M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.24M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.09M |
| 4 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$366K |
| 5 |
LIWM
Long Island Wealth Management
Melville,
New York
|
-$264K |
OCTW Hedge Fund Activity: Q1 2024 in Review
45 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q1 2024, worth a combined $105M — up 0.72% from $104M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OCTW positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 16 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $1.64M. The largest seller was Osaic Holdings, cutting an estimated $2.79M.
- 45 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q1 2024, up from 43 in Q4 2023.
- Funds reported $105M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q1 2024, up 0.72% quarter-over-quarter.
- 5 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.64M added.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q1 2024 was Osaic Holdings, an estimated $2.79M sold.
Based on aggregated 13F filings for Q1 2024.