AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
57 hedge funds and large institutions have $198M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 32 closing their positions.
30.65% more ownership
Funds ownership: 78.95% → 109.6% (+31%)
34% less funds holding
Funds holding: 86 → 57 (-29)
35% less capital invested
Capital invested by funds: $305M → $198M (-$107M)
54% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 24
84% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 32
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$66.7M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.7M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$463K |
| 4 |
HF
HRT Financial
New York
|
+$340K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$62.9M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$37.5M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$10.6M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$7.7M |
| 5 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$5.84M |
OCTW Hedge Fund Activity: Q3 2025 in Review
57 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q3 2025, worth a combined $198M — down 35% from $305M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of OCTW and 5 opened new positions — a net loss of 27 holders — while 24 trimmed existing stakes and 11 added.
The largest buyer was LPL Financial, adding an estimated $66.7M. The largest seller was AE Wealth Management, cutting an estimated $62.9M.
- 57 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q3 2025, down from 86 in Q2 2025.
- Funds reported $198M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q3 2025, down 35% quarter-over-quarter.
- 5 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q3 2025 and 32 closed out, a net change of -27 holders.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q3 2025 was LPL Financial, an estimated $66.7M added.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q3 2025 was AE Wealth Management, an estimated $62.9M sold.
Based on aggregated 13F filings for Q3 2025.