AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
86 hedge funds and large institutions have $305M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 8 closing their positions.
2% less funds holding
Funds holding: 88 → 86 (-2)
2.97% less ownership
Funds ownership: 81.92% → 78.95% (-3%)
14% less capital invested
Capital invested by funds: $355M → $305M (-$49.5M)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
25% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 36
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIWM
Long Island Wealth Management
Melville,
New York
|
+$1.31M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.02M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$675K |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$566K |
| 5 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$486K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$53M |
| 2 |
Jane Street
New York
|
-$9.31M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.16M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.13M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$938K |
OCTW Hedge Fund Activity: Q2 2025 in Review
86 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q2 2025, worth a combined $305M — down 14% from $355M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of OCTW and 6 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 27 added.
The largest buyer was Long Island Wealth Management, adding an estimated $1.31M. The largest seller was Gradient Investments, cutting an estimated $53M.
- 86 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q2 2025, down from 88 in Q1 2025.
- Funds reported $305M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q2 2025, down 14% quarter-over-quarter.
- 6 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q2 2025 and 8 closed out, a net change of -2 holders.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q2 2025 was Long Island Wealth Management, an estimated $1.31M added.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q2 2025 was Gradient Investments, an estimated $53M sold.
Based on aggregated 13F filings for Q2 2025.