AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
31 hedge funds and large institutions have $40.6M invested in AllianzIM U.S. Equity Buffer10 Oct ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
1.16% less ownership
Funds ownership: 69.61% → 68.45% (-1.2%)
6% less capital invested
Capital invested by funds: $43.2M → $40.6M (-$2.58M)
11% less funds holding
Funds holding: 35 → 31 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$307K |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$278K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$179K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$168K |
| 5 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$791K |
| 2 |
SL
Sentinus LLC
Oak Brook,
Illinois
|
-$727K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$310K |
| 4 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$220K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$218K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
AE Wealth Management
Topeka,
Kansas
| $180K | -$29.3K | -673 | -14% |
|
27
Barclays
London,
United Kingdom
| $115K | +$116K | +2,675 | +5,815% |
|
|
AF
28
Advisornet Financial
Minnetonka,
Minnesota
| $84.4K | – | – | – |
|
|
CFD
29
Creative Financial Designs
Kokomo,
Indiana
| $38.1K | – | – | – |
|
|
NS
30
NBC Securities
Birmingham,
Alabama
| $26.8K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $6.6K | +$1.3K | +30 | +24% |
|
|
KAS
32
Kestra Advisory Services
Austin,
Texas
| – | -$310K | -7,134 | Closed |
|
|
MC
33
Moors & Cabot
Boston,
Massachusetts
| – | -$220K | -5,050 | Closed |
|
|
IFG
34
Independent Financial Group
San Diego,
California
| – | -$218K | -5,017 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$4.96K | -114 | Closed |
|
OCTT Hedge Fund Activity: Q1 2026 in Review
31 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) for Q1 2026, worth a combined $40.6M — down 6% from $43.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of OCTT and 0 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 11 added.
The largest buyer was Modern Wealth Management, adding an estimated $307K. The largest seller was Osaic Holdings, cutting an estimated $791K.
- 31 institutional investors held AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) as of Q1 2026, down from 35 in Q4 2025.
- Funds reported $40.6M of AllianzIM U.S. Equity Buffer10 Oct ETF stock for Q1 2026, down 6% quarter-over-quarter.
- 0 funds opened new AllianzIM U.S. Equity Buffer10 Oct ETF positions in Q1 2026 and 4 closed out, a net change of -4 holders.
- The largest AllianzIM U.S. Equity Buffer10 Oct ETF buyer in Q1 2026 was Modern Wealth Management, an estimated $307K added.
- The largest AllianzIM U.S. Equity Buffer10 Oct ETF seller in Q1 2026 was Osaic Holdings, an estimated $791K sold.
Based on aggregated 13F filings for Q1 2026.