AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
37 hedge funds and large institutions have $49.6M invested in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
120% more capital invested
Capital invested by funds: $22.5M → $49.6M (+$27.1M)
76% more funds holding
Funds holding: 21 → 37 (+16)
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
5.28% more ownership
Funds ownership: 73.39% → 78.67% (+5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.03M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$7M |
| 3 |
UFF
USA Financial Formulas
Ada,
Michigan
|
+$2.65M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.67M |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$515K |
| 2 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$500K |
| 3 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$358K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$248K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
26
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $207K | +$197K | +7,888 | New |
|
|
GFG
27
Grantvest Financial Group
Matawan,
New Jersey
| $205K | +$195K | +7,803 | New |
|
28
JP Morgan Chase
New York
| $169K | – | – | – |
|
29
Barclays
London,
United Kingdom
| $149K | -$50 | -2 | -0% |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $135K | – | – | – |
|
|
Q1WB
31
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $89.4K | +$85.1K | +3,404 | New |
|
|
T
32
Transce3nd
Kyle,
Texas
| $17.1K | +$16.3K | +651 | New |
|
|
PSFG
33
Park Square Financial Group
Roswell,
Georgia
| $10.8K | +$10.3K | +412 | New |
|
|
DRP
34
Decker Retirement Planning
Levi,
Utah
| $3.05K | +$2.9K | +116 | New |
|
|
RWPA
35
Richard W. Paul & Associates
Novi,
Michigan
| $841 | +$800 | +32 | New |
|
|
PA
36
Pineridge Advisors
St. Charles,
Missouri
| $289 | +$275 | +11 | New |
|
37
UBS Group
Zurich,
Switzerland
| $79 | -$4.93K | -197 | -99% |
|
|
WAM
38
Worth Asset Management
Dallas,
Texas
| – | -$358K | -14,539 | Closed |
|
|
CW
39
CreativeOne Wealth
Overland Park,
Kansas
| – | -$215K | -8,705 | Closed |
|
OCTU Hedge Fund Activity: Q2 2025 in Review
37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) for Q2 2025, worth a combined $49.6M — up 120% from $22.5M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OCTU positions and 2 closed out — a net gain of 16 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $8.03M. The largest seller was Commonwealth Equity Services, cutting an estimated $515K.
- 37 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) as of Q2 2025, up from 21 in Q1 2025.
- Funds reported $49.6M of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF stock for Q2 2025, up 120% quarter-over-quarter.
- 18 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF positions in Q2 2025 and 2 closed out, a net change of +16 holders.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF buyer in Q2 2025 was AE Wealth Management, an estimated $8.03M added.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $515K sold.
Based on aggregated 13F filings for Q2 2025.