AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
45 hedge funds and large institutions have $99.6M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
0% more funds holding
Funds holding: 45 → 45 (0)
0.55% less ownership
Funds ownership: 77.96% → 77.41% (-0.55%)
5% less capital invested
Capital invested by funds: $105M → $99.6M (-$5.45M)
65% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
+$705K |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$705K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$695K |
| 4 |
JP Morgan Chase
New York
|
+$522K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.46M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.04M |
| 3 |
Jane Street
New York
|
-$933K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$596K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$552K |
OCTW Hedge Fund Activity: Q2 2024 in Review
45 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q2 2024, worth a combined $99.6M — down 5.2% from $105M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OCTW positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 20 trimmed.
The largest buyer was Diversify Advisory Services, opening a new position worth an estimated $705K. The largest seller was Commonwealth Equity Services, cutting an estimated $3.46M.
- 45 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $99.6M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
- 6 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q2 2024 and 3 closed out, a net change of +3 holders.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q2 2024 was Diversify Advisory Services, an estimated $705K added.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q2 2024 was Commonwealth Equity Services, an estimated $3.46M sold.
Based on aggregated 13F filings for Q2 2024.