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AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT

46 hedge funds and large institutions have $134M invested in AllianzIM U.S. Equity Buffer10 Oct ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

18% more capital invested

Capital invested by funds: $113M → $134M (+$20.4M)

9.33% more ownership

Funds ownership: 84.02% → 93.35% (+9.3%)

5% more funds holding

Funds holding: 44 → 46 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
14
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
+$8.51M
2
WP
WealthPLAN Partners
Nebraska
+$2.28M
3
GI
Gradient Investments
Minnesota
+$1.45M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.16M
5
SL
Sentinus LLC
Illinois
+$500K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.63M
2
CF
Centaurus Financial
California
-$1.13M
3
AWM
AE Wealth Management
Kansas
-$1.07M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$431K
5
SW
SMART Wealth
Nebraska
-$210K
Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
26
Navis Wealth Advisors
New York
$346K -$26.5K -700 -8%
SB
27
Strategic Blueprint
Georgia
$340K +$68K +1,797 +27%
SAW
28
Signal Advisors Wealth
Michigan
$336K +$317K +8,363 New
KAS
29
Kestra Advisory Services
Texas
$314K +$53K +1,400 +22%
SWM
30
Spire Wealth Management
Virginia
$300K -$188K -4,958 -40%
BOSSRA
31
B.O.S.S. Retirement Advisors
Utah
$300K -$10.4K -276 -4%
FFN
32
Focus Financial Network
Minnesota
$296K +$52.5K +1,386 +23%
OMC
33
Old Mission Capital
Illinois
$282K +$266K +7,028 New
NFG
34
Nations Financial Group
Iowa
$280K +$44.3K +1,171 +20%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$256K – – –
GRR
36
Golden Reserve Retirement
Ohio
$251K +$236K +6,247 New
MFA
37
Mayflower Financial Advisors
Massachusetts
$238K – – –
Raymond James Financial
38
Raymond James Financial
Florida
$237K -$2.46K -65 -1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$230K -$171K -4,526 -44%
AWE
40
Avidian Wealth Enterprises
Texas
$220K – – –
AIMU
41
Allianz Investment Management US
Minnesota
$201K – – –
Barclays
42
Barclays
United Kingdom
$147K +$2.08K +55 +2%
AF
43
Advisornet Financial
Minnesota
$48K – – –
CFD
44
Creative Financial Designs
Indiana
$36.1K – – –
NS
45
NBC Securities
Alabama
$25K – – –
AAS
46
Ameritas Advisory Services
Nebraska
$13.4K +$12.7K +335 New
CF
47
Centaurus Financial
California
– -$1.13M -30,339 Closed
Jane Street
48
Jane Street
New York
– -$206K -5,542 Closed
LRWM
49
Lord & Richards Wealth Management
Colorado
– -$67.2K -1,805 Closed
PS
50
Principal Securities
Iowa
– -$4.78K -125 Closed
1
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3

OCTT Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) for Q2 2025, worth a combined $134M — up 18% from $113M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OCTT positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $8.51M. The largest seller was Osaic Holdings, cutting an estimated $1.63M.

  • 46 institutional investors held AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) as of Q2 2025, up from 44 in Q1 2025.
  • Funds reported $134M of AllianzIM U.S. Equity Buffer10 Oct ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 7 funds opened new AllianzIM U.S. Equity Buffer10 Oct ETF positions in Q2 2025 and 5 closed out, a net change of +2 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Oct ETF buyer in Q2 2025 was WealthPlan Investment Management, an estimated $8.51M added.
  • The largest AllianzIM U.S. Equity Buffer10 Oct ETF seller in Q2 2025 was Osaic Holdings, an estimated $1.63M sold.

Based on aggregated 13F filings for Q2 2025.