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OCTU

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2137 (+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%)

Holders
37
Holders Change
+16
Holders Change %
+76.19%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$8.44M +$8.03M +321,083 +286,681%
AWA
2
Authentikos Wealth Advisory
California
$7.36M +$7M +280,129 New
RA
3
RFG Advisory
Alabama
$5.25M +$1.67M +66,966 +50%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.7M -$515K -20,578 -10%
AIMU
5
Allianz Investment Management US
Minnesota
$3.97M -$500K -20,000 -12%
OIA
6
OneDigital Investment Advisors
Kansas
$3.52M +$538K +21,515 +19%
SI
7
Stephens Inc
Arkansas
$3.18M +$73.2K +2,929 +2%
UFF
8
USA Financial Formulas
Michigan
$2.78M +$2.65M +105,894 +216,110%
LAS
9
Lloyd Advisory Services
Georgia
$1.5M +$1.43M +57,044 New
SC
10
Savant Capital
Illinois
$1.15M +$840K +33,591 +331%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$883K +$840K +33,598 New
CWS
12
Cypress Wealth Services
California
$799K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$695K +$103K +4,106 +18%
LI
14
LifeWealth Investments
Florida
$545K +$519K +20,759 New
CF
15
Centaurus Financial
California
$499K -$248K -9,930 -34%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$482K +$62.8K +2,510 +16%
HBS
17
Howard Bailey Securities
Indiana
$478K +$455K +18,188 New
AAP
18
Arax Advisory Partners
Colorado
$357K +$3.05K +122 +0.9%
SW
19
SMART Wealth
Nebraska
$344K +$328K +13,104 New
FWM
20
FSR Wealth Management
Illinois
$327K +$311K +12,441 New
Citadel Advisors
21
Citadel Advisors
Florida
$297K -$17.8K -711 -6%
KPWS
22
Kestra Private Wealth Services
Texas
$296K +$282K +11,281 New
GLR
23
Great Lakes Retirement
Ohio
$290K +$276K +11,028 New
BWM
24
BCGM Wealth Management
Indiana
$243K
FI
25
FWG Investments
Kentucky
$233K +$222K +8,859 New

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.