AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
58 hedge funds and large institutions have $199M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 32 closing their positions.
29.08% less ownership
Funds ownership: 78.88% → 49.81% (-29%)
33% less funds holding
Funds holding: 87 → 58 (-29)
50% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 24
60% less capital inflows, than outflows
Capital inflows: $71.6M | Capital outflows: $180M
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 |
HRT Financial
New York
|
+$340K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
-$62.9M |
| 2 |
Gradient Investments
Arden Hills,
Minnesota
|
-$37.5M |
| 3 |
Lloyd Advisory Services
Suwanee,
Georgia
|
-$10.6M |
| 4 |
Centaurus Financial
Anaheim,
California
|
-$7.7M |
| 5 |
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$5.84M |
OCTW Hedge Fund Activity: Q3 2025 in Review
58 of the 7,661 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 $199M — down 35% from $304M 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 12 added.
The largest buyer was LPL Financial, adding an estimated $66.7M. The largest seller was AE Wealth Management, cutting an estimated $62.9M.
- 58 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q3 2025, down from 87 in Q2 2025.
- Funds reported $199M 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.