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AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT

44 hedge funds and large institutions have $113M invested in AllianzIM U.S. Equity Buffer10 Oct ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.74% less ownership

Funds ownership: 84.76% → 84.02% (-0.74%)

4% less funds holding

Funds holding: 46 → 44 (-2)

11% less capital invested

Capital invested by funds: $127M → $113M (-$13.6M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
10
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LI
LifeWealth Investments
Florida
+$904K
2
SW
SMART Wealth
Nebraska
+$760K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$701K
4
FI
FWG Investments
Kentucky
+$681K
5
SL
Sentinus LLC
Illinois
+$670K

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$6.69M
2
WP
WealthPLAN Partners
Nebraska
-$3.85M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.71M
4
Jane Street
Jane Street
New York
-$815K
5
GS
GTS Securities
New York
-$371K
Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
26
Navis Wealth Advisors
New York
$347K +$151K +3,937 +73%
BOSSRA
27
B.O.S.S. Retirement Advisors
Utah
$289K +$22K +573 +8%
SB
28
Strategic Blueprint
Georgia
$248K – – –
KAS
29
Kestra Advisory Services
Texas
$239K -$27.4K -715 -10%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$238K +$245K +6,386 New
FFN
31
Focus Financial Network
Minnesota
$223K – – –
Raymond James Financial
32
Raymond James Financial
Florida
$222K -$2.03K -53 -0.9%
MFA
33
Mayflower Financial Advisors
Massachusetts
$221K – – –
NFG
34
Nations Financial Group
Iowa
$216K -$89.7K -2,337 -29%
Jane Street
35
Jane Street
New York
$206K -$815K -21,230 -79%
AWE
36
Avidian Wealth Enterprises
Texas
$204K – – –
AIMU
37
Allianz Investment Management US
Minnesota
$181K – – –
Barclays
38
Barclays
United Kingdom
$134K +$139K +3,610 New
LRWM
39
Lord & Richards Wealth Management
Colorado
$67.2K -$171K -4,446 -71%
AF
40
Advisornet Financial
Minnesota
$44.5K – – –
CFD
41
Creative Financial Designs
Indiana
$33.5K – – –
NS
42
NBC Securities
Alabama
$23K +$24.3K +633 New
PS
43
Principal Securities
Iowa
$4.78K – – –
JP Morgan Chase
44
JP Morgan Chase
New York
$1.86K -$806 -21 -30%
WIM
45
WealthPlan Investment Management
Nebraska
– -$6.69M -175,022 Closed
WP
46
WealthPLAN Partners
Nebraska
– -$3.85M -100,628 Closed
GS
47
GTS Securities
New York
– -$371K -9,700 Closed
FHC
48
First Heartland Consultants
Missouri
– -$20.1K -5,235 Closed
GM
49
GeoWealth Management
Illinois
– -$124K -3,240 Closed
NMG
50
New Millennium Group
Utah
– -$11.7K -307 Closed
1
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OCTT Hedge Fund Activity: Q1 2025 in Review

44 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) for Q1 2025, worth a combined $113M — down 11% from $127M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of OCTT and 4 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 10 added.

The largest buyer was LifeWealth Investments, adding an estimated $904K. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $6.69M sold.

  • 44 institutional investors held AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) as of Q1 2025, down from 46 in Q4 2024.
  • Funds reported $113M of AllianzIM U.S. Equity Buffer10 Oct ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 4 funds opened new AllianzIM U.S. Equity Buffer10 Oct ETF positions in Q1 2025 and 6 closed out, a net change of -2 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Oct ETF buyer in Q1 2025 was LifeWealth Investments, an estimated $904K added.
  • The largest AllianzIM U.S. Equity Buffer10 Oct ETF seller in Q1 2025 was WealthPlan Investment Management, an estimated $6.69M sold.

Based on aggregated 13F filings for Q1 2025.