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OCTU

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU

27 hedge funds and large institutions have $32M invested in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.3% less ownership

Funds ownership: 78.67% → 70.38% (-8.3%)

27% less funds holding

Funds holding: 37 → 27 (-10)

35% less capital invested

Capital invested by funds: $49.6M → $32M (-$17.6M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
27
Holders Change
-10
Holders Change %
-27.03%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
6
Reduced
11
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
+$296K
2
SMF
Sterling Manor Financial
New York
+$258K
3
NIA
NBZ Investment Advisors
Tennessee
+$31.3K
4
FI
FWG Investments
Kentucky
+$30.1K
5
JP Morgan Chase
JP Morgan Chase
New York
+$17.4K

Top Sellers

1
AWA
Authentikos Wealth Advisory
California
-$7.36M
2
AWM
AE Wealth Management
Kansas
-$4.66M
3
AIMU
Allianz Investment Management US
Minnesota
-$1.76M
4
LAS
Lloyd Advisory Services
Georgia
-$1.5M
5
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$883K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$1.4K +$1.35K +50 New
UBS Group
27
UBS Group
Switzerland
$140 +$54 +2 +67%
AWA
28
Authentikos Wealth Advisory
California
– -$7.36M -280,129 Closed
LAS
29
Lloyd Advisory Services
Georgia
– -$1.5M -57,044 Closed
BOSSRA
30
B.O.S.S. Retirement Advisors
Utah
– -$883K -33,598 Closed
LI
31
LifeWealth Investments
Florida
– -$545K -20,759 Closed
HBS
32
Howard Bailey Securities
Indiana
– -$478K -18,188 Closed
AAP
33
Arax Advisory Partners
Colorado
– -$357K -13,576 Closed
SW
34
SMART Wealth
Nebraska
– -$344K -13,104 Closed
KPWS
35
Kestra Private Wealth Services
Texas
– -$296K -11,281 Closed
GLR
36
Great Lakes Retirement
Ohio
– -$290K -11,028 Closed
T
37
Transce3nd
Texas
– -$17.1K -651 Closed
PSFG
38
Park Square Financial Group
Georgia
– -$10.8K -412 Closed
DRP
39
Decker Retirement Planning
Utah
– -$3.05K -116 Closed
RWPA
40
Richard W. Paul & Associates
Michigan
– -$841 -32 Closed
PA
41
Pineridge Advisors
Missouri
– -$289 -11 Closed
1
2

OCTU Hedge Fund Activity: Q3 2025 in Review

27 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) for Q3 2025, worth a combined $32M — down 35% from $49.6M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of OCTU and 4 opened new positions — a net loss of 10 holders — while 11 trimmed existing stakes and 6 added.

The largest buyer was RFG Advisory, adding an estimated $296K. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $7.36M sold.

  • 27 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) as of Q3 2025, down from 37 in Q2 2025.
  • Funds reported $32M of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF stock for Q3 2025, down 35% quarter-over-quarter.
  • 4 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF positions in Q3 2025 and 14 closed out, a net change of -10 holders.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF buyer in Q3 2025 was RFG Advisory, an estimated $296K added.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF seller in Q3 2025 was Authentikos Wealth Advisory, an estimated $7.36M sold.

Based on aggregated 13F filings for Q3 2025.