ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT)

33 + Investors. Track Smart Money conviction in OCTT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — OCTT

Based on 33 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added OCTT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 80% of 3.0Y peak

80% of all-time peak

33 funds currently hold this stock — 80% of the 3.0-year high of 41 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q

8 fewer hedge funds hold OCTT compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟢

More buyers than sellers — 67% buying

20 buying10 selling

Last quarter: 20 funds were net buyers (9 opened a brand new position + 11 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new OCTT position: 3 → 6 → 2 → 9. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 21% medium ■ 24% new

18 out of 33 hedge funds have held OCTT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~9 new funds/quarter

20 → 3 → 6 → 2 → 9 new funds/Q

New funds entering each quarter: 3 → 6 → 2 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 6% 1-2yr ■ 33% new

Of 33 current holders: 20 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds

4 of 33 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

2.6

out of 10

Low Exit Risk

Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	33	29	13.79%
13F Shares	981K	772K	26.99%
Total Value	$43M	$33M	30.07%
New Positions	9	2	+7
Increased Positions	11	7	+4
Closed Positions	5	13	-8
Reduced Positions	5	10	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

13.79%

13F Shares

981K

772K

26.99%

Total Value

$43M

$33M

30.07%

New Positions

Increased Positions

Closed Positions

-8

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

33 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OCTT. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 12 institutional holders of OCTT — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mayflower Financial Advisors, LLC	0.03%	5,941	$251K
2	Patriot Financial Group Insurance Agency, LLC	0.03%	12,772	$541K
3	Strategic Blueprint, LLC	0.02%	8,465	$358K
4	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.01%	5,439	$230K
5	Focus Financial Network, Inc.	0.01%	7,715	$327K
6	Cambridge Investment Research Advisors, Inc.	0.01%	93,036	$4K
7	Spire Wealth Management	0.01%	5,705	$241K
8	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	95,956	$4.1M
9	AdvisorNet Financial, Inc	0.00%	1,995	$84K
10	CREATIVE FINANCIAL DESIGNS INC /ADV	0.00%	900	$38K
11	NBC SECURITIES, INC.	0.00%	633	$27K
12	IFP Advisors, Inc	0.00%	156	$7K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT)

What does the Smart Money Trend signal show for OCTT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OCTT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OCTT?

More buyers than sellers — 67% buying: Last quarter: 20 funds were net buyers (9 opened a brand new position + 11 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OCTT holders?

Smaller funds dominant — 8% AUM from top-100: 4 of 33 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OCTT?

55% of holders stayed for 2+ years: 18 out of 33 hedge funds have held OCTT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT)

Smart Money Signals — OCTT

Buying streak — 1 quarter in a row

High ownership — 80% of 3.0Y peak

Outflows — 20% fewer funds vs a year ago

More buyers than sellers — 67% buying

More new buyers each quarter (+7 vs last Q)

55% of holders stayed for 2+ years

Steady discovery — ~9 new funds/quarter

Deep conviction — 61% of holders stayed 2+ years

Smaller funds dominant — 8% AUM from top-100

Hedge Fund Ownership: OCTT

Market Analysis: OCTT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OCTT

Hedge Fund Positioning: OCTT

Statistics: OCTT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT)

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