AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
49 hedge funds and large institutions have $105M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
130% more capital inflows, than outflows
Capital inflows: $10.6M | Capital outflows: $4.64M
11% more funds holding
Funds holding: 44 → 49 (+5)
8.67% more ownership
Funds ownership: 75.24% → 83.9% (+8.7%)
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.18M |
| 2 |
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
+$2.24M |
| 3 |
Harbour Investments
Madison,
Wisconsin
|
+$868K |
| 4 |
JP Morgan Chase
New York
|
+$844K |
| 5 |
Csenge Advisory Group
Clearwater,
Florida
|
+$715K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$941K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$830K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$552K |
| 4 |
Kestra Advisory Services
Austin,
Texas
|
-$407K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$381K |
OCTW Hedge Fund Activity: Q3 2024 in Review
49 of the 6,989 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q3 2024, worth a combined $105M — up 8% from $96.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OCTW positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 16 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.18M. The largest seller was Old Mission Capital, exiting entirely with an estimated $941K sold.
- 49 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q3 2024, up from 44 in Q2 2024.
- Funds reported $105M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q3 2024, up 8% quarter-over-quarter.
- 8 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q3 2024 and 3 closed out, a net change of +5 holders.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $3.18M added.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q3 2024 was Old Mission Capital, an estimated $941K sold.
Based on aggregated 13F filings for Q3 2024.