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AllianzIM U.S. Large Cap Buffer20 Oct ETF (OCTW) Institutional Ownership

$37.17 +0.12 (+0.32%)
As of 07/3/2025 05:00 PM Eastern

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer20 Oct ETF (NYSEARCA:OCTW)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.23M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.30M
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OCTW Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer20 Oct ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2025Nations Financial Group Inc. IA ADV17,802$625K0.0%-27.8%0.171%
5/5/2025Blue Bell Private Wealth Management LLC115,007$4.04M0.8%-1.2%0.964%
4/29/2025Strategic Blueprint LLC42,689$1.50M0.1%-10.6%0.358%
2/17/2025Sentinus LLC5,675$202K0.1%-36.5%0.147%
2/12/2025OLD Mission Capital LLC6,152$219K0.0%N/A0.160%
2/12/2025Brown Brothers Harriman & Co.1,500$53K0.0%N/A0.039%
2/10/2025Creative Financial Designs Inc. ADV874$31K0.0%N/A0.023%
2/10/2025Farther Finance Advisors LLC2,144$76K0.0%+10,620.0%0.056%
2/7/2025Blue Bell Private Wealth Management LLC116,357$4.14M0.8%-0.8%3.022%
1/30/2025Nations Financial Group Inc. IA ADV24,647$876K0.1%-5.8%0.640%
1/23/2025Strategic Blueprint LLC47,749$1.70M0.1%-35.6%1.240%
12/26/2024JPMorgan Chase & Co.39,612$1.39M0.0%+158.5%1.029%
10/25/2024Strategic Blueprint LLC74,122$2.60M0.2%-1.1%1.925%
8/5/2024Blue Bell Private Wealth Management LLC123,235$4.25M0.9%-11.6%3.201%
7/29/2024Nations Financial Group Inc. IA ADV26,321$908K0.1%-4.8%0.684%
7/27/2024Strategic Blueprint LLC74,923$2.59M0.2%-2.2%1.946%
4/24/2024Blue Bell Private Wealth Management LLC139,423$4.72M1.0%-1.9%3.503%
4/23/2024Nations Financial Group Inc. IA ADV27,643$936K0.1%-28.4%0.695%
4/23/2024Strategic Blueprint LLC76,647$2.60M0.2%-0.5%1.926%
2/9/2024Nations Financial Group Inc. IA ADV38,622$1.26M0.1%-5.7%1.160%
2/9/2024Certified Advisory Corp13,724$449K0.1%N/A0.412%
2/8/2024First Heartland Consultants Inc.8,935$292K0.0%+15.3%0.268%
1/25/2024Strategic Blueprint LLC77,006$2.52M0.2%+27.0%2.312%
1/25/2024Blue Bell Private Wealth Management LLC142,122$4.65M1.1%-1.0%4.268%
11/9/2023First Heartland Consultants Inc.7,751$241K0.0%-14.6%0.233%
10/30/2023Blue Bell Private Wealth Management LLC143,604$4.46M1.2%-6.0%4.312%
10/18/2023Strategic Blueprint LLC60,648$1.89M0.2%-1.3%1.821%
8/8/2023Blue Bell Private Wealth Management LLC152,779$4.65M1.2%-0.5%4.588%
7/26/2023First Heartland Consultants Inc.9,074$276K0.0%N/A0.189%
7/14/2023AdvisorNet Financial Inc4,070$124K0.0%N/A0.085%
(Data available from 1/1/2016 forward)

OCTW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCTW shares?

During the previous two years, 12 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Oct ETF. The most heavily invested institutionals were Blue Bell Private Wealth Management LLC ($4.04M), Strategic Blueprint LLC ($1.50M), JPMorgan Chase & Co. ($1.39M), Nations Financial Group Inc. IA ADV ($625K), Certified Advisory Corp ($449K), First Heartland Consultants Inc. ($292K), and OLD Mission Capital LLC ($219K).Learn more on AllianzIM U.S. Large Cap Buffer20 Oct ETF's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer20 Oct ETF's stock?

Of the 9 institutional investors that purchased AllianzIM U.S. Large Cap Buffer20 Oct ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($24.29K), Strategic Blueprint LLC ($16.36K), Certified Advisory Corp ($13.72K), First Heartland Consultants Inc. ($10.26K), OLD Mission Capital LLC ($6.15K), AdvisorNet Financial Inc ($4.07K), and Farther Finance Advisors LLC ($2.12K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer20 Oct ETF?

Institutional investors have bought a total of 34,937 shares in the last 24 months. This purchase volume represents approximately $1.23M in transactions.

Which of AllianzIM U.S. Large Cap Buffer20 Oct ETF's major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer20 Oct ETF stock in the last 24 months: Strategic Blueprint LLC ($33.96K), Blue Bell Private Wealth Management LLC ($18.45K), Nations Financial Group Inc. IA ADV ($9.67K), and Sentinus LLC ($3.26K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer20 Oct ETF?

Institutional investors have sold a total of 65,349 shares in the last 24 months. This volume of shares sold represents approximately $2.30M in transactions.



This page (NYSEARCA:OCTW) was last updated on 7/5/2025 by MarketBeat.com Staff
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