OCTU

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU

Overview Fund Activity

36 hedge funds and large institutions have $48.9M invested in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+15
Holders Change %
+71.43%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
9
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$8.44M
2
AWA
Authentikos Wealth Advisory
California
+$7.13M
3
UFF
USA Financial Formulas
Michigan
+$2.78M
4
RA
RFG Advisory
Alabama
+$1.76M
5
LAS
Lloyd Advisory Services
Georgia
+$1.5M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$541K
2
AIMU
Allianz Investment Management US
Minnesota
-$525K
3
WAM
Worth Asset Management
Texas
-$358K
4
CF
Centaurus Financial
California
-$261K
5
CW
CreativeOne Wealth
Kansas
-$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$8.44M +$8.44M +321,083 +286,681%
AWA
2
Authentikos Wealth Advisory
California
$7.13M +$7.13M +271,467 New
RA
3
RFG Advisory
Alabama
$5.25M +$1.76M +66,966 +50%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.7M -$541K -20,578 -10%
AIMU
5
Allianz Investment Management US
Minnesota
$3.97M -$525K -20,000 -12%
OIA
6
OneDigital Investment Advisors
Kansas
$3.52M +$565K +21,515 +19%
SI
7
Stephens Inc
Arkansas
$3.18M +$76.9K +2,929 +2%
UFF
8
USA Financial Formulas
Michigan
$2.78M +$2.78M +105,894 +216,110%
LAS
9
Lloyd Advisory Services
Georgia
$1.5M +$1.5M +57,044 New
SC
10
Savant Capital
Illinois
$1.15M +$882K +33,591 +331%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$883K +$883K +33,598 New
CWS
12
Cypress Wealth Services
California
$799K – – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$695K +$108K +4,106 +18%
CF
14
Centaurus Financial
California
$499K -$261K -9,930 -34%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$482K +$65.9K +2,510 +16%
HBS
16
Howard Bailey Securities
Indiana
$392K +$392K +14,922 New
AAP
17
Arax Advisory Partners
Colorado
$357K +$3.21K +122 +0.9%
SW
18
SMART Wealth
Nebraska
$344K +$344K +13,104 New
FWM
19
FSR Wealth Management
Illinois
$327K +$327K +12,441 New
Citadel Advisors
20
Citadel Advisors
Florida
$297K -$18.7K -711 -6%
KPWS
21
Kestra Private Wealth Services
Texas
$296K +$296K +11,281 New
GLR
22
Great Lakes Retirement
Ohio
$290K +$290K +11,028 New
LI
23
LifeWealth Investments
Florida
$263K +$263K +10,023 New
BWM
24
BCGM Wealth Management
Indiana
$243K – – –
FI
25
FWG Investments
Kentucky
$233K +$233K +8,859 New
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