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OCTU

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU

41 hedge funds and large institutions have $56.8M invested in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

9% more capital invested

Capital invested by funds: $52M → $56.8M (+$4.87M)

7.36% more ownership

Funds ownership: 80.24% → 87.6% (+7.4%)

5% more funds holding

Funds holding: 39 → 41 (+2)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
16
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
A
Allianz
Germany
+$11.5M
2
SI
Stephens Inc
Arkansas
+$1.85M
3
Ameriprise
Ameriprise
Minnesota
+$493K
4
OMC
Old Mission Capital
Illinois
+$409K
5
Osaic Holdings
Osaic Holdings
Arizona
+$320K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.4M
2
SFGM
Stonebridge Financial Group (Missouri)
Missouri
-$374K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$338K
4
GFG
Grantvest Financial Group
New Jersey
-$222K
5
UFF
USA Financial Formulas
Michigan
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$271K -$22.1K -780 -7%
BWM
27
BCGM Wealth Management
Indiana
$255K – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$232K +$175K +6,165 +258%
IA
29
IFP Advisors
Florida
$179K +$3.12K +110 +2%
HI
30
Harbour Investments
Wisconsin
$176K – – –
CF
31
Centaurus Financial
California
$172K -$85K -2,996 -32%
Q1WB
32
Quest 10 Wealth Builders
Virginia
$80.2K +$2.41K +85 +3%
DFA
33
DHJJ Financial Advisors
Illinois
$46.8K – – –
UBS Group
34
UBS Group
Switzerland
$9.36K +$7.41K +261 +335%
ECA
35
Elevated Capital Advisors
Utah
$8.31K +$8.54K +301 New
LAS
36
Lloyd Advisory Services
Georgia
$6.07K -$81.4K -2,869 -93%
KFG
37
Kingdom Financial Group
Arizona
$6.07K -$1.25K -44 -17%
NA
38
Networth Advisors
Pennsylvania
$5.71K – – –
KCM
39
Key Capital Management
Tennessee
$3.2K +$3.18K +112 +2,800%
DRP
40
Decker Retirement Planning
Utah
$1.71K +$653 +23 +59%
US Bancorp
41
US Bancorp
Minnesota
$248 +$255 +9 New
SFGM
42
Stonebridge Financial Group (Missouri)
Missouri
– -$374K -13,136 Closed
GFG
43
Grantvest Financial Group
New Jersey
– -$222K -7,803 Closed
1
2

OCTU Hedge Fund Activity: Q1 2026 in Review

41 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) for Q1 2026, worth a combined $56.8M — up 9.4% from $52M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OCTU positions and 2 closed out — a net gain of 3 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Allianz, adding an estimated $11.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.4M.

  • 41 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) as of Q1 2026, up from 39 in Q4 2025.
  • Funds reported $56.8M of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF stock for Q1 2026, up 9.4% quarter-over-quarter.
  • 5 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF positions in Q1 2026 and 2 closed out, a net change of +3 holders.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF buyer in Q1 2026 was Allianz, an estimated $11.5M added.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF seller in Q1 2026 was Commonwealth Equity Services, an estimated $1.4M sold.

Based on aggregated 13F filings for Q1 2026.