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AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT

32 hedge funds and large institutions have $36.5M invested in AllianzIM U.S. Equity Buffer10 Oct ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

16.92% less ownership

Funds ownership: 93.35% → 76.43% (-17%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

30% less funds holding

Funds holding: 46 → 32 (-14)

73% less capital invested

Capital invested by funds: $134M → $36.5M (-$97.4M)

80% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
32
Holders Change
-14
Holders Change %
-30.43%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
7
Reduced
10
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SNWA
Siligmueller & Norvid Wealth Advisors
Illinois
+$2.93M
2
Raymond James Financial
Raymond James Financial
Florida
+$2.5M
3
LPL Financial
LPL Financial
California
+$912K
4
SL
Sentinus LLC
Illinois
+$432K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$428K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$69.3M
2
WIM
WealthPlan Investment Management
Nebraska
-$9.02M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.38M
4
FWM
FSR Wealth Management
Illinois
-$4.91M
5
SW
SMART Wealth
Nebraska
-$4.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$219K -$24.8K -601 -10%
SWM
27
Spire Wealth Management
Virginia
$218K -$97.3K -2,356 -32%
AIMU
28
Allianz Investment Management US
Minnesota
$213K – – –
AF
29
Advisornet Financial
Minnesota
$85K +$33K +800 +67%
CFD
30
Creative Financial Designs
Indiana
$38.4K – – –
NS
31
NBC Securities
Alabama
$27K – – –
IA
32
IFP Advisors
Florida
$2.13K +$2.06K +50 New
WIM
33
WealthPlan Investment Management
Nebraska
– -$9.02M -224,727 Closed
FWM
34
FSR Wealth Management
Illinois
– -$4.91M -122,203 Closed
SW
35
SMART Wealth
Nebraska
– -$4.42M -110,046 Closed
FI
36
FWG Investments
Kentucky
– -$4.02M -100,218 Closed
WP
37
WealthPLAN Partners
Nebraska
– -$2.42M -60,191 Closed
LI
38
LifeWealth Investments
Florida
– -$1.52M -37,811 Closed
Q1WB
39
Quest 10 Wealth Builders
Virginia
– -$1.21M -30,176 Closed
FA
40
FSA Advisors
Michigan
– -$1.19M -29,705 Closed
CAG
41
Csenge Advisory Group
Florida
– -$996K -25,704 Closed
BOSSRA
42
B.O.S.S. Retirement Advisors
Utah
– -$300K -7,477 Closed
OMC
43
Old Mission Capital
Illinois
– -$282K -7,028 Closed
GRR
44
Golden Reserve Retirement
Ohio
– -$251K -6,247 Closed
AWE
45
Avidian Wealth Enterprises
Texas
– -$220K -5,485 Closed
Barclays
46
Barclays
United Kingdom
– -$147K -3,665 Closed
AAS
47
Ameritas Advisory Services
Nebraska
– -$13.4K -335 Closed
1
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OCTT Hedge Fund Activity: Q3 2025 in Review

32 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) for Q3 2025, worth a combined $36.5M — down 73% from $134M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of OCTT and 3 opened new positions — a net loss of 12 holders — while 10 trimmed existing stakes and 7 added.

The largest buyer was Siligmueller & Norvid Wealth Advisors, opening a new position worth an estimated $2.93M. The largest seller was AE Wealth Management, cutting an estimated $69.3M.

  • 32 institutional investors held AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) as of Q3 2025, down from 46 in Q2 2025.
  • Funds reported $36.5M of AllianzIM U.S. Equity Buffer10 Oct ETF stock for Q3 2025, down 73% quarter-over-quarter.
  • 3 funds opened new AllianzIM U.S. Equity Buffer10 Oct ETF positions in Q3 2025 and 15 closed out, a net change of -12 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Oct ETF buyer in Q3 2025 was Siligmueller & Norvid Wealth Advisors, an estimated $2.93M added.
  • The largest AllianzIM U.S. Equity Buffer10 Oct ETF seller in Q3 2025 was AE Wealth Management, an estimated $69.3M sold.

Based on aggregated 13F filings for Q3 2025.