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AllianzIM U.S. Equity Buffer10 Oct ETF

35 hedge funds and large institutions have $43.2M invested in AllianzIM U.S. Equity Buffer10 Oct ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

18% more capital invested

Capital invested by funds: $36.5M → $43.2M (+$6.62M)

9% more funds holding

Funds holding: 3235 (+3)

6.81% less ownership

Funds ownership: 76.43%69.61% (-6.8%)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
Sentinus LLC
Illinois
$5.62M -$1.25M -29,106 -18%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.48M +$945K +21,971 +21%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.21M +$466K +10,831 +13%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.11M +$4.06M +94,479 New
Raymond James Financial
5
Raymond James Financial
Florida
$3.62M +$719K +16,712 +25%
MWM
6
Modern Wealth Management
Kansas
$3.57M +$3.53M +82,086 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.47M +$280K +6,520 +9%
LPL Financial
8
LPL Financial
California
$3.16M +$327K +7,595 +12%
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$1.54M -$71.9K -1,673 -5%
MML Investors Services
10
MML Investors Services
Massachusetts
$924K +$913K +21,235 New
OMC
11
Old Mission Capital
Illinois
$914K +$903K +21,003 New
SA
12
Sanctuary Advisors
Indiana
$648K +$198K +4,603 +45%
HI
13
Harbour Investments
Wisconsin
$579K +$221K +5,130 +63%
PIA
14
Panoramic Investment Advisors
Colorado
$577K
BFG
15
Bleakley Financial Group
New Jersey
$536K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$471K -$51.8K -1,204 -10%
NWA
17
Navis Wealth Advisors
New York
$375K
SB
18
Strategic Blueprint
Georgia
$368K
FFN
19
Focus Financial Network
Minnesota
$336K +$14.9K +346 +5%
KAS
20
Kestra Advisory Services
Texas
$310K +$30.7K +714 +11%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$278K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$277K +$52.3K +1,217 +24%
MFA
23
Mayflower Financial Advisors
Massachusetts
$259K
SWM
24
Spire Wealth Management
Virginia
$248K +$25.2K +585 +11%
NFG
25
Nations Financial Group
Iowa
$232K -$86.7K -2,017 -27%

OCTT Hedge Fund Activity: Q4 2025 in Review

35 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) for Q4 2025, worth a combined $43.2M — up 18% from $36.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OCTT positions and 5 closed out — a net gain of 4 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $4.06M. The largest seller was Gradient Investments, exiting entirely with an estimated $1.64M sold.

  • 35 institutional investors held AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) as of Q4 2025, up from 32 in Q3 2025.
  • Funds reported $43.2M of AllianzIM U.S. Equity Buffer10 Oct ETF stock for Q4 2025, up 18% quarter-over-quarter.
  • 9 funds opened new AllianzIM U.S. Equity Buffer10 Oct ETF positions in Q4 2025 and 5 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Oct ETF buyer in Q4 2025 was Cambridge Investment Research Advisors, an estimated $4.06M added.
  • The largest AllianzIM U.S. Equity Buffer10 Oct ETF seller in Q4 2025 was Gradient Investments, an estimated $1.64M sold.

Based on aggregated 13F filings for Q4 2025.