AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
97 hedge funds and large institutions have $430M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 4 closing their positions.
975% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 4
118% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 11
114% more capital invested
Capital invested by funds: $200M → $430M (+$229M)
67% more funds holding
Funds holding: 58 → 97 (+39)
30.98% less ownership
Funds ownership: 110.72% → 79.74% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$85.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$20.2M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$19.6M |
| 4 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
+$14.1M |
| 5 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$8.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$1.46M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$844K |
| 3 |
MFN
Midwest Financial Network
Tinley Park,
Illinois
|
-$459K |
| 4 |
HF
HRT Financial
New York
|
-$345K |
| 5 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$289K |
OCTW Hedge Fund Activity: Q4 2025 in Review
97 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q4 2025, worth a combined $430M — up 114% from $200M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new OCTW positions and 4 closed out — a net gain of 39 holders — while 24 added to existing stakes and 11 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $85.6M. The largest seller was Gradient Investments, exiting entirely with an estimated $1.46M sold.
- 97 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q4 2025, up from 58 in Q3 2025.
- Funds reported $430M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q4 2025, up 114% quarter-over-quarter.
- 43 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q4 2025 and 4 closed out, a net change of +39 holders.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q4 2025 was AE Wealth Management, an estimated $85.6M added.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q4 2025 was Gradient Investments, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2025.