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 10 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 29 closing their positions.
12.77% more ownership
Funds ownership: 76.29% → 89.06% (+13%)
19% less funds holding
Funds holding: 100 → 81 (-19)
56% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 34
66% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 29
75% less funds holding in top 10
Funds holding in top 10: 8 → 2 (-6)
88% less capital inflows, than outflows
Capital inflows: $21M | Capital outflows: $170M
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 |
AFP
Advus Financial Partners
Winter Park,
Florida
|
+$2.06M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
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 8,353 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 $414M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of OCTW and 10 opened new positions — a net loss of 19 holders — while 34 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 100 in Q1 2026.
- Funds reported $286M of AllianzIM U.S. Equity Buffer20 Oct ETF stock for Q2 2026, down 31% quarter-over-quarter.
- 10 funds opened new AllianzIM U.S. Equity Buffer20 Oct ETF positions in Q2 2026 and 29 closed out, a net change of -19 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.