Allianzim US BF15 Uncap OctOCTUETF
13F holders, Q1 2025 (March 31)21holders +6
10new positions
4sold out
1famous investor
$24.57avg. 13F price*
At the end of Q1 2025, 21 institutions reported holding Allianzim US BF15 Uncap Oct (OCTU) in their 13F filings, up 6 from Q4 2024. 10 opened new positions and 4 sold out. The largest holders were Commonwealth Equity Services, LLC ($4.9M), Allianz Investment Management U.S. LLC ($4.1M) and RFG Advisory, LLC ($3.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Allianzim US BF15 Uncap Oct
- Filed as
- AIM ETF PRODUCTS TRUST (Q1 2025)
- CUSIP
- 00888H547
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.5M |
| Exits | 4 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 332,845 shares bought and 83,675 shares sold, net +249,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Commonwealth Equity Services, LLC | 0.01% | Add +46.1% | 199,532 | $4.9M |
| Allianz Investment Management U.S. LLC | 0.23% | Reduce -12.8% | 171,146 | $4.1M |
| RFG Advisory, LLC | 0.09% | New | 132,810 | $3.3M |
| Stephens Inc. | 0.04% | Add +1.5% | 117,969 | $2.9M |
| OneDigital Investment Advisors LLC | 0.03% | Add +54.6% | 112,659 | $2.8M |
| Cypress Wealth Services, LLC | 0.15% | No change | 30,421 | $750K |
| Centaurus Financial, Inc. | 0.04% | New | 28,932 | $713K |
| Susquehanna International Group, LLP | 0.00% | New | 22,366 | $551K |
| Cetera Investment Advisers | 0.00% | Add +17.6% | 15,844 | $390K |
| Worth Asset Management, LLC | 0.20% | New | 14,539 | $358K |
| Arax Advisory Partners | 0.02% | New | 13,454 | $332K |
| Citadel Advisors | 0.00% | Add +13.5% | 12,014 | $296K |
| Savant Capital, LLC | 0.00% | Reduce -49.0% | 10,134 | $250K |
| BCGM Wealth Management, LLC | 0.07% | No change | 9,240 | $228K |
| CreativeOne Wealth, LLC | 0.01% | No change | 8,705 | $215K |
| JPMorgan Chase & Co. | 0.00% | New | 6,429 | $158K |
| Barclays PLC | 0.00% | New | 5,661 | $140K |
| Harbour Investments, Inc. | 0.00% | No change | 5,146 | $127K |
| UBS Group AG | 0.00% | New | 200 | $5K |
| AE Wealth Management LLC | 0.00% | New | 112 | $3K |
| USA Financial Formulas | 0.00% | New | 49 | $1K |
"% of holder's portfolio" is OCTU's weight in each manager's 13F, not the share of Allianzim US BF15 Uncap Oct the manager owns.