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OCTU

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU

39 hedge funds and large institutions have $52M invested in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

62% more capital invested

Capital invested by funds: $32M → $52M (+$19.9M)

44% more funds holding

Funds holding: 27 → 39 (+12)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

9.86% more ownership

Funds ownership: 70.38% → 80.24% (+9.9%)

Holders
39
Holders Change
+12
Holders Change %
+44.44%
% 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
14
Increased
13
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.35M
2
AIMU
Allianz Investment Management US
Minnesota
+$3.89M
3
A
Allianz
Germany
+$2.3M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.79M
5
SI
Stephens Inc
Arkansas
+$622K

Top Sellers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
-$1.25M
2
UFF
USA Financial Formulas
Michigan
-$420K
3
RA
RFG Advisory
Alabama
-$288K
4
CF
Centaurus Financial
California
-$276K
5
Citadel Advisors
Citadel Advisors
Florida
-$263K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
26
BCGM Wealth Management
Indiana
$263K – – –
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$225K +$991 +35 +0.4%
GFG
28
Grantvest Financial Group
New Jersey
$222K – – –
IA
29
IFP Advisors
Florida
$182K +$179K +6,341 +12,682%
HI
30
Harbour Investments
Wisconsin
$182K +$35.2K +1,243 +24%
LAS
31
Lloyd Advisory Services
Georgia
$87.9K +$87.4K +3,089 New
Q1WB
32
Quest 10 Wealth Builders
Virginia
$80.3K -$283 -10 -0.4%
JP Morgan Chase
33
JP Morgan Chase
New York
$68K -$133K -4,685 -66%
DFA
34
DHJJ Financial Advisors
Illinois
$48.2K +$48K +1,695 New
KFG
35
Kingdom Financial Group
Arizona
$7.51K +$7.47K +264 New
NA
36
Networth Advisors
Pennsylvania
$5.89K +$5.86K +207 New
UBS Group
37
UBS Group
Switzerland
$2.22K +$2.07K +73 +1,460%
DRP
38
Decker Retirement Planning
Utah
$1.11K +$1.1K +39 New
KCM
39
Key Capital Management
Tennessee
$114 +$113 +4 New
Citadel Advisors
40
Citadel Advisors
Florida
– -$263K -9,386 Closed
Barclays
41
Barclays
United Kingdom
– -$3.75K -134 Closed
1
2

OCTU Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) for Q4 2025, worth a combined $52M — up 62% from $32M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OCTU positions and 2 closed out — a net gain of 12 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $9.35M. The largest seller was OneDigital Investment Advisors, cutting an estimated $1.25M.

  • 39 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) as of Q4 2025, up from 27 in Q3 2025.
  • Funds reported $52M of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF stock for Q4 2025, up 62% quarter-over-quarter.
  • 14 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF positions in Q4 2025 and 2 closed out, a net change of +12 holders.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF buyer in Q4 2025 was Commonwealth Equity Services, an estimated $9.35M added.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF seller in Q4 2025 was OneDigital Investment Advisors, an estimated $1.25M sold.

Based on aggregated 13F filings for Q4 2025.