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AllianzIM U.S. Equity Buffer20 Oct ETF

88 hedge funds and large institutions have $355M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more capital invested

Capital invested by funds: $345M → $355M (+$10M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.38% less ownership

Funds ownership: 82.3%81.92% (-0.38%)

1% less funds holding

Funds holding: 8988 (-1)

51% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 41

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
20
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.84M +$718K +20,123 +63%
GM
27
GeoWealth Management
Illinois
$1.71M +$454K +12,706 +35%
MFS
28
Mattson Financial Services
Michigan
$1.67M +$1.7M +47,480 New
SB
29
Strategic Blueprint
Georgia
$1.5M -$181K -5,060 -11%
LPL Financial
30
LPL Financial
California
$1.44M -$200K -5,595 -12%
MFN
31
Midwest Financial Network
Illinois
$1.43M -$24.6K -689 -2%
PW
32
Paladin Wealth
Minnesota
$1.42M -$690K -19,330 -32%
AAS
33
Avantax Advisory Services
Texas
$1.14M +$44.5K +1,245 +4%
SRA
34
Secured Retirement Advisors
Minnesota
$1.12M +$101K +2,819 +10%
HI
35
Harbour Investments
Wisconsin
$1.03M -$521K -14,585 -33%
SW
36
SMART Wealth
Nebraska
$1M -$67.2K -1,882 -6%
LIWM
37
Long Island Wealth Management
New York
$832K
FA
38
FSA Advisors
Michigan
$730K +$153K +4,273 +26%
WP
39
WealthPLAN Partners
Nebraska
$691K -$6.32K -177 -0.9%
SWM
40
Spire Wealth Management
Virginia
$645K -$141K -3,958 -18%
RCWM
41
Red Crane Wealth Management
California
$626K -$53K -1,485 -8%
NFG
42
Nations Financial Group
Iowa
$625K -$244K -6,845 -28%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$612K -$535K -14,983 -46%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$611K -$1.35M -37,739 -68%
CAC
45
Certified Advisory Corp
Florida
$541K -$38.1K -1,066 -6%
LRWM
46
Lord & Richards Wealth Management
Colorado
$539K -$125K -3,494 -19%
CAG
47
Csenge Advisory Group
Florida
$538K +$38.2K +1,069 +7%
DAS
48
Diversify Advisory Services
Utah
$536K
WIM
49
WealthPlan Investment Management
Nebraska
$430K -$128K -3,595 -23%
DFA
50
DHJJ Financial Advisors
Illinois
$421K -$32.5K -910 -7%

OCTW Hedge Fund Activity: Q1 2025 in Review

88 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q1 2025, worth a combined $355M — up 2.9% from $345M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OCTW positions and 7 closed out — a net gain of 1 holder — while 20 added to existing stakes and 41 trimmed.

The largest buyer was Jane Street, adding an estimated $9.49M. The largest seller was Gradient Investments, cutting an estimated $8.09M.

  • 88 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q1 2025, down from 89 in Q4 2024.
  • Funds reported $355M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q1 2025, up 2.9% quarter-over-quarter.
  • 8 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q1 2025 and 7 closed out, a net change of +1 holder.
  • The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q1 2025 was Jane Street, an estimated $9.49M added.
  • The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q1 2025 was Gradient Investments, an estimated $8.09M sold.

Based on aggregated 13F filings for Q1 2025.