AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
81 hedge funds and large institutions have $286M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 29 closing their positions.
12.39% more ownership
Funds ownership: 76.66% → 89.06% (+12%)
20% less funds holding
Funds holding: 101 → 81 (-20)
31% less capital invested
Capital invested by funds: $416M → $286M (-$130M)
57% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 35
69% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 29
75% less funds holding in top 10
Funds holding in top 10: 8 → 2 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
+$3.07M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.01M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.18M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.65M |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$88.5M |
| 2 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$13.5M |
| 3 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$8.44M |
| 4 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
-$7.59M |
| 5 |
FWM
FSR Wealth Management
Elmhurst,
Illinois
|
-$5.55M |
OCTW Hedge Fund Activity: Q2 2026 in Review
81 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) for Q2 2026, worth a combined $286M — down 31% from $416M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of OCTW and 9 opened new positions — a net loss of 20 holders — while 35 trimmed existing stakes and 15 added.
The largest buyer was Advyzon Investment Management, adding an estimated $3.07M. The largest seller was AE Wealth Management, cutting an estimated $88.5M.
- 81 institutional investors held AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) as of Q2 2026, down from 101 in Q1 2026.
- Funds reported $286M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q2 2026, down 31% quarter-over-quarter.
- 9 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q2 2026 and 29 closed out, a net change of -20 holders.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF buyer in Q2 2026 was Advyzon Investment Management, an estimated $3.07M added.
- The largest AllianzIM U.S. Equity Buffer20 Oct ETF seller in Q2 2026 was AE Wealth Management, an estimated $88.5M sold.
Based on aggregated 13F filings for Q2 2026.