OCTU

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU

Overview Fund Activity

35 hedge funds and large institutions have $48.2M invested in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+14
Holders Change %
+66.67%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
8
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$8.44M
2
AWA
2
Authentikos Wealth Advisory
California
$7.13M
3
UFF
3
USA Financial Formulas
Michigan
$2.78M
4
RA
4
RFG Advisory
Alabama
$5.25M
5
LAS
5
Lloyd Advisory Services
Georgia
$1.5M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.7M
2
AIMU
2
Allianz Investment Management US
Minnesota
$3.97M
3
WAM
3
Worth Asset Management
Texas
$0
4
CF
4
Centaurus Financial
California
$499K
5
CW
5
CreativeOne Wealth
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$8.44M 321,195 +321,083 +286,681%
AWA
2
Authentikos Wealth Advisory
California
$7.13M 271,467 +271,467 New
RA
3
RFG Advisory
Alabama
$5.25M 199,776 +66,966 +50%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.7M 178,954 -20,578 -10%
AIMU
5
Allianz Investment Management US
Minnesota
$3.97M 151,146 -20,000 -12%
OIA
6
OneDigital Investment Advisors
Kansas
$3.52M 134,174 +21,515 +19%
SI
7
Stephens Inc
Arkansas
$3.18M 120,898 +2,929 +2%
UFF
8
USA Financial Formulas
Michigan
$2.78M 105,943 +105,894 +216,110%
LAS
9
Lloyd Advisory Services
Georgia
$1.5M 57,044 +57,044 New
SC
10
Savant Capital
Illinois
$1.15M 43,725 +33,591 +331%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$883K 33,598 +33,598 New
CWS
12
Cypress Wealth Services
California
$799K 30,421 – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$695K 26,472 +4,106 +18%
CF
14
Centaurus Financial
California
$499K 19,002 -9,930 -34%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$482K 18,354 +2,510 +16%
HBS
16
Howard Bailey Securities
Indiana
$392K 14,922 +14,922 New
AAP
17
Arax Advisory Partners
Colorado
$357K 13,576 +122 +0.9%
SW
18
SMART Wealth
Nebraska
$344K 13,104 +13,104 New
FWM
19
FSR Wealth Management
Illinois
$327K 12,441 +12,441 New
Citadel Advisors
20
Citadel Advisors
Florida
$297K 11,303 -711 -6%
KPWS
21
Kestra Private Wealth Services
Texas
$296K 11,281 +11,281 New
GLR
22
Great Lakes Retirement
Ohio
$290K 11,028 +11,028 New
LI
23
LifeWealth Investments
Florida
$263K 10,023 +10,023 New
BWM
24
BCGM Wealth Management
Indiana
$243K 9,240 – –
FI
25
FWG Investments
Kentucky
$233K 8,859 +8,859 New
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