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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
CRWM
51
Castle Rock Wealth Management
California
$421K
FFN
52
Focus Financial Network
Minnesota
$417K +$34.5K +967 +9%
BFAG
53
Blackston Financial Advisory Group
Florida
$406K +$412K +11,547 New
Citadel Advisors
54
Citadel Advisors
Florida
$398K +$405K +11,344 New
HWM
55
HB Wealth Management
Georgia
$348K
DI
56
Diligent Investors
California
$313K
FIA
57
Foundations Investment Advisors
Arizona
$313K -$119K -3,321 -27%
KFG
58
Kingdom Financial Group
Arizona
$308K -$15.7K -440 -5%
IFG
59
Independent Financial Group
California
$306K -$64.8K -1,815 -17%
GFG
60
Grantvest Financial Group
New Jersey
$298K -$5.11K -143 -2%
CFG
61
Copley Financial Group
California
$287K -$39K -1,092 -12%
JSA
62
Jim Saulnier & Associates
Colorado
$286K
PIA
63
Panoramic Investment Advisors
Colorado
$263K
CPA
64
Clear Point Advisors
New York
$257K
WG
65
Wealth Group
North Carolina
$243K -$33.6K -940 -12%
SAW
66
Signal Advisors Wealth
Michigan
$242K +$246K +6,889 New
PAG
67
Private Advisor Group
New Jersey
$232K
BAM
68
Belpointe Asset Management
Nevada
$228K -$70.1K -1,962 -23%
MSFS
69
Main Street Financial Solutions
Pennsylvania
$224K
Q1WB
70
Quest 10 Wealth Builders
Virginia
$212K +$116K +3,254 +116%
IA
71
IFP Advisors
Florida
$179K
AIMU
72
Allianz Investment Management US
Minnesota
$173K
T
73
Transce3nd
Texas
$110K -$857 -24 -0.8%
AF
74
Advisornet Financial
Minnesota
$108K
PSFG
75
Park Square Financial Group
Georgia
$101K +$68.9K +1,929 +204%

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.