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AllianzIM U.S. Equity Buffer10 Oct ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3531 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
11
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
Sentinus LLC
Illinois
$4.76M -$727K -16,732 -13%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.56M -$791K -18,203 -14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.06M -$36K -828 -0.9%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.94M -$62.7K -1,443 -2%
MWM
5
Modern Wealth Management
Kansas
$3.8M +$307K +7,061 +9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.54M +$168K +3,860 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$3.53M +$3.26K +75 +0.1%
LPL Financial
8
LPL Financial
California
$3.06M -$16.2K -372 -0.5%
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$1.53M +$33K +758 +2%
OMC
10
Old Mission Capital
Illinois
$862K -$27.7K -637 -3%
MML Investors Services
11
MML Investors Services
Massachusetts
$862K -$38.1K -876 -4%
SA
12
Sanctuary Advisors
Indiana
$636K +$6.17K +142 +1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$632K +$179K +4,114 +38%
PIA
14
Panoramic Investment Advisors
Colorado
$561K
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$541K +$278K +6,386 +100%
BFG
16
Bleakley Financial Group
New Jersey
$521K
NWA
17
Navis Wealth Advisors
New York
$482K +$120K +2,760 +32%
HI
18
Harbour Investments
Wisconsin
$425K -$142K -3,264 -25%
SB
19
Strategic Blueprint
Georgia
$358K
FFN
20
Focus Financial Network
Minnesota
$327K
MFA
21
Mayflower Financial Advisors
Massachusetts
$251K
SWM
22
Spire Wealth Management
Virginia
$241K -$43 -1 -0%
NFG
23
Nations Financial Group
Iowa
$230K +$4.17K +96 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$215K -$55.2K -1,269 -20%
A
25
Allianz
Germany
$212K

OCTT Hedge Fund Activity: Q1 2026 in Review

31 of the 8,126 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.