OCTU

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU

Overview Fund Activity

36 hedge funds and large institutions have $48.9M 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, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+15
Holders Change %
+71.43%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
9
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 Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$207K +7,888 New
GFG
27
Grantvest Financial Group
New Jersey
$205K +$205K +7,803 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$169K – – –
Barclays
29
Barclays
United Kingdom
$149K -$53 -2 -0%
HI
30
Harbour Investments
Wisconsin
$135K – – –
T
31
Transce3nd
Texas
$17.1K +$17.1K +651 New
PSFG
32
Park Square Financial Group
Georgia
$10.8K +$10.8K +412 New
DRP
33
Decker Retirement Planning
Utah
$3.05K +$3.05K +116 New
RWPA
34
Richard W. Paul & Associates
Michigan
$841 +$841 +32 New
PA
35
Pineridge Advisors
Missouri
$289 +$289 +11 New
UBS Group
36
UBS Group
Switzerland
$79 -$5.19K -197 -99%
WAM
37
Worth Asset Management
Texas
– -$358K -14,539 Closed
CW
38
CreativeOne Wealth
Kansas
– -$215K -8,705 Closed
1
2