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OCTU

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF

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: 2739 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.1M +$9.35M +330,526 +199%
AIMU
2
Allianz Investment Management US
Minnesota
$6.36M +$3.89M +137,368 +159%
RA
3
RFG Advisory
Alabama
$5.71M -$288K -10,193 -5%
AWM
4
AE Wealth Management
Kansas
$4.19M -$32.9K -1,163 -0.8%
SI
5
Stephens Inc
Arkansas
$4.08M +$622K +21,965 +18%
A
6
Allianz
Germany
$2.31M +$2.3M +81,146 New
UFF
7
USA Financial Formulas
Michigan
$2.07M -$420K -14,825 -17%
OIA
8
OneDigital Investment Advisors
Kansas
$1.83M -$1.25M -44,030 -41%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.81M +$1.79M +63,404 +17,612%
SC
10
Savant Capital
Illinois
$1.24M -$453 -16 -0%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.21M +$597K +21,102 +98%
CWS
12
Cypress Wealth Services
California
$754K -$111K -3,921 -13%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$704K +$168K +5,928 +31%
SMF
14
Sterling Manor Financial
New York
$481K +$208K +7,335 +77%
NIA
15
NBZ Investment Advisors
Tennessee
$408K +$372K +13,160 +1,136%
AAP
16
Arax Advisory Partners
Colorado
$404K +$402K +14,198 New
KAS
17
Kestra Advisory Services
Texas
$384K +$382K +13,503 New
SFGM
18
Stonebridge Financial Group (Missouri)
Missouri
$374K +$372K +13,136 New
MML Investors Services
19
MML Investors Services
Massachusetts
$340K +$338K +11,932 New
SW
20
SMART Wealth
Nebraska
$330K +$328K +11,591 New
FWM
21
FSR Wealth Management
Illinois
$306K
FIA
22
Foundations Investment Advisors
Arizona
$302K +$300K +10,611 New
FI
23
FWG Investments
Kentucky
$290K +$6.06K +214 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$280K +$278K +9,837 New
CF
25
Centaurus Financial
California
$263K -$276K -9,765 -51%

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.