OCTW icon

AllianzIM U.S. Equity Buffer20 Oct ETF

98 hedge funds and large institutions have $413M 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, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

3.07% less ownership

Funds ownership: 79.15%76.07% (-3.1%)

48% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 42

Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$87.3M
AWM
2
AE Wealth Management
Kansas
$85.6M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$44.4M
Raymond James Financial
4
Raymond James Financial
Florida
$18M
AFS
5
Access Financial Services
Minnesota
$13.5M
KAS
6
Kestra Advisory Services
Texas
$9.39M
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$8.44M
CF
8
Centaurus Financial
California
$8.4M
Osaic Holdings
9
Osaic Holdings
Arizona
$7.59M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$7.58M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.5M
PIS
12
POM Investment Strategies
North Carolina
$7.3M
FWM
13
FSR Wealth Management
Illinois
$5.55M
A
14
Allianz
Germany
$5.25M
AIM
15
Advyzon Investment Management
Illinois
$5.04M
ECA
16
Elevated Capital Advisors
Utah
$4.65M
HBS
17
Howard Bailey Securities
Indiana
$4.63M
FTEA
18
Forty-three Eighteen Advisors
Arkansas
$4.52M
OWA
19
Outlook Wealth Advisors
Texas
$4.12M
BOSSRA
20
B.O.S.S. Retirement Advisors
Utah
$4.1M
GCP
21
Guardian Capital (Pennsylvania)
Pennsylvania
$3.83M
IWMO
22
Integrated Wealth Management (Ohio)
Ohio
$3.77M
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$3.55M
WIA
24
World Investment Advisors
California
$3.1M
SWM
25
Spire Wealth Management
Virginia
$3.04M