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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$8.51M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$2.28M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.45M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.16M |
| 5 |
SL
Sentinus LLC
Oak Brook,
Illinois
|
+$500K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.63M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.13M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.07M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$431K |
| 5 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$210K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| – | -$1.86K | -50 | Closed |
|
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.