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
GI
1
Gradient Investments
Minnesota
$88.6M -$8.09M -226,608 -8%
AWM
2
AE Wealth Management
Kansas
$59.1M +$747K +20,929 +1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$43.1M -$1.08M -30,264 -2%
CF
4
Centaurus Financial
California
$15.4M +$8.81M +246,621 +128%
Raymond James Financial
5
Raymond James Financial
Florida
$11.9M +$860K +24,084 +8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$11.7M -$134K -3,761 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.6M -$42.9K -1,201 -0.4%
LAS
8
Lloyd Advisory Services
Georgia
$10.5M -$329K -9,212 -3%
Jane Street
9
Jane Street
New York
$10M +$9.49M +265,914 +1,391%
KAS
10
Kestra Advisory Services
Texas
$8.43M -$951K -26,625 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.22M +$1.05M +29,483 +14%
BOSSRA
12
B.O.S.S. Retirement Advisors
Utah
$5.54M +$28.1K +786 +0.5%
FWM
13
FSR Wealth Management
Illinois
$4.74M +$135K +3,789 +3%
MAWAG
14
Mid-American Wealth Advisory Group
Missouri
$4.66M +$4.73M +132,550 New
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$4.04M -$48.2K -1,350 -1%
OWA
16
Outlook Wealth Advisors
Texas
$3.98M -$84.7K -2,372 -2%
AWS
17
Atria Wealth Solutions
New York
$3.1M -$1.52M -42,488 -33%
LI
18
LifeWealth Investments
Florida
$3.03M +$2.24M +62,768 +266%
HBS
19
Howard Bailey Securities
Indiana
$3M +$294K +8,240 +11%
BFA
20
Brown Financial Advisors
Ohio
$2.73M -$669K -18,729 -19%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.61M
CAG
22
Compass Advisory Group
New York
$2.45M -$49.8K -1,394 -2%
TAP
23
Tounjian Advisory Partners
Florida
$2.4M +$2.44M +68,316 New
PA
24
PFG Advisors
Arizona
$2.17M -$43.4K -1,216 -2%
GLR
25
Great Lakes Retirement
Ohio
$2M -$111K -3,101 -5%

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.