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.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.25% less ownership
Funds ownership: 84.76% → 83.51% (-1.2%)
4% less funds holding
Funds holding: 46 → 44 (-2)
11% less capital invested
Capital invested by funds: $127M → $113M (-$14.3M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$760K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$701K |
| 3 |
FI
FWG Investments
Lexington,
Kentucky
|
+$681K |
| 4 |
SL
Sentinus LLC
Oak Brook,
Illinois
|
+$670K |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$394K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$6.69M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$3.85M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.71M |
| 4 |
Jane Street
New York
|
-$815K |
| 5 |
GS
GTS Securities
Miami,
Florida
|
-$371K |
OCTT Hedge Fund Activity: Q1 2025 in Review
44 of the 7,473 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 SMART Wealth, adding an estimated $760K. 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 SMART Wealth, an estimated $760K 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.