AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
99 hedge funds and large institutions have $414M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 43 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
3% more funds holding
Funds holding: 96 → 99 (+3)
3% less capital invested
Capital invested by funds: $428M → $414M (-$14.2M)
3.11% less ownership
Funds ownership: 79.37% → 76.25% (-3.1%)
49% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
+$7.41M |
| 2 |
A
Allianz
Munich,
Germany
|
+$5.13M |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$4.72M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$3.15M |
| 5 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$18.9M |
| 2 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$4.21M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.92M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.82M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAW
101
Signal Advisors Wealth
Detroit,
Michigan
| – | -$266K | -6,820 | Closed |
|
|
DI
102
Diligent Investors
Redlands,
California
| – | -$211K | -5,410 | Closed |
|
|
AAP
103
Arax Advisory Partners
Denver,
Colorado
| – | -$36.9K | -947 | Closed |
|
|
SPIA
104
Steward Partners Investment Advisory
New York
| – | -$25.3K | -649 | Closed |
|
105
Barclays
London,
United Kingdom
| – | -$195 | -5 | Closed |
|
OCTW Hedge Fund Activity: Q1 2026 in Review
99 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q1 2026, worth a combined $414M — down 3.3% from $428M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new OCTW positions and 6 closed out — a net gain of 6 holders — while 22 added to existing stakes and 43 trimmed.
The largest buyer was POM Investment Strategies, opening a new position worth an estimated $7.41M. The largest seller was Lloyd Advisory Services, cutting an estimated $18.9M.
- 99 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q1 2026, up from 96 in Q4 2025.
- Funds reported $414M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q1 2026, down 3.3% quarter-over-quarter.
- 12 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q1 2026 and 6 closed out, a net change of +6 holders.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q1 2026 was POM Investment Strategies, an estimated $7.41M added.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q1 2026 was Lloyd Advisory Services, an estimated $18.9M sold.
Based on aggregated 13F filings for Q1 2026.