AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
48 hedge funds and large institutions have $107M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
8.57% more ownership
Funds ownership: 77.41% → 85.98% (+8.6%)
8% more capital invested
Capital invested by funds: $99.6M → $107M (+$7.55M)
7% more funds holding
Funds holding: 45 → 48 (+3)
35% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.18M |
| 2 |
BFWM
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
+$2.24M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$868K |
| 4 |
JP Morgan Chase
New York
|
+$844K |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$715K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$941K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$830K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$552K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$407K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$381K |
OCTW Hedge Fund Activity: Q3 2024 in Review
48 of the 6,978 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 $107M — up 7.6% from $99.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OCTW positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 17 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.
- 48 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q3 2024, up from 45 in Q2 2024.
- Funds reported $107M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q3 2024, up 7.6% quarter-over-quarter.
- 6 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q3 2024 and 3 closed out, a net change of +3 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.