AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
90 hedge funds and large institutions have $347M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 6 closing their positions.
733% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 6
224% more capital invested
Capital invested by funds: $107M → $347M (+$240M)
88% more funds holding
Funds holding: 48 → 90 (+42)
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
3.05% less ownership
Funds ownership: 85.98% → 82.93% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$97.4M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$58.9M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$10.9M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.35M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFWM
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
-$2.27M |
| 2 |
JP Morgan Chase
New York
|
-$1.39M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$935K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$762K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$727K |
OCTW Hedge Fund Activity: Q4 2024 in Review
90 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q4 2024, worth a combined $347M — up 224% from $107M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new OCTW positions and 6 closed out — a net gain of 44 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $97.4M. The largest seller was Bright Futures Wealth Management, exiting entirely with an estimated $2.27M sold.
- 90 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q4 2024, up from 48 in Q3 2024.
- Funds reported $347M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q4 2024, up 224% quarter-over-quarter.
- 50 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q4 2024 and 6 closed out, a net change of +44 holders.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q4 2024 was Gradient Investments, an estimated $97.4M added.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q4 2024 was Bright Futures Wealth Management, an estimated $2.27M sold.
Based on aggregated 13F filings for Q4 2024.