We are live on ! Find out more
OCTW icon

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
UBS Group
76
UBS Group
Switzerland
$93.9K +$89.9K +2,519 +1,636%
FFA
77
Farther Finance Advisors
California
$75.5K
BBHC
78
Brown Brothers Harriman & Co
New York
$52.7K
CAWM
79
Capital A Wealth Management
Pennsylvania
$35.8K -$76.8K -2,150 -68%
CA
80
CoreCap Advisors
Michigan
$33.9K -$143 -4 -0.4%
MCM
81
MAI Capital Management
Ohio
$33K
CFD
82
Creative Financial Designs
Indiana
$29.6K -$1.11K -31 -4%
PA
83
Pineridge Advisors
Missouri
$27.4K +$214 +6 +0.8%
SPIA
84
Steward Partners Investment Advisory
New York
$23K
DRP
85
Decker Retirement Planning
Utah
$13.4K -$143 -4 -1%
Barclays
86
Barclays
United Kingdom
$7.02K +$7.14K +200 New
RWPA
87
Richard W. Paul & Associates
Michigan
$5.37K
CPG
88
Cornerstone Planning Group
New Jersey
$725 +$750 +21 New
AWA
89
Authentikos Wealth Advisory
California
-$1.67M -46,914 Closed
GS
90
GTS Securities
New York
-$246K -6,918 Closed
OMC
91
Old Mission Capital
Illinois
-$219K -6,152 Closed
RAG
92
RIA Advisory Group
Iowa
-$202K -5,687 Closed
SL
93
Sentinus LLC
Illinois
-$202K -5,675 Closed
CAS
94
Coppell Advisory Solutions
Texas
-$14.3K -400 Closed
Fidelity Investments
95
Fidelity Investments
Massachusetts
-$36 -1 Closed

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.