Who Owns AIM ETF PRODUCTS TRUST (OCTU)?Hedge Fund & Institutional Holders

$28.02-0.23 (-0.81%)BATS

Institutional Holders

41

as of Q4 2025

Total Institutional Value

$1.400063615707419e+90T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$23.23$24.64$26.05$27.46$28.87Oct 24Jun 25Mar 26

OCTU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+497K+$14.0M
ALLIANZ INVESTMENT MANAGEMENT LLCNew Position+224K+$6.4M
AE Wealth Management LLCNew Position+147K+$4.2M
STEPHENS INC /AR/New Position+143K+$4.1M
ALLIANZ SENew Position+81K+$2.0M
Savant Capital, LLCNew Position+44K+$1.0M
Stonebridge Financial Group, LLC / MONew Position+13K+$373K
SMART Wealth LLCNew Position+12K+$329K
FSR Wealth Management Ltd.New Position+11K+$305K
FWG Investments, LLC.New Position+10K+$289K
Grantvest Financial Group LLCNew Position+8K+$222K
Lloyd Advisory Services, LLC.New Position+3K+$87K
Quest 10 Wealth Builders, Inc.New Position+3K+$80K
DHJJ Financial Advisors, Ltd.New Position+2K+$48K
Kingdom Financial Group LLC.New Position+264+$7K

OCTU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RFG Advisory, LLCDecreased-10K-$5.9B
OneDigital Investment Advisors LLCDecreased-44K-$3.0B
USA FINANCIAL FORMULASDecreased-15K-$2.5B
Cypress Wealth Services, LLCDecreased-4K-$850.6M
CITADEL ADVISORS LLCClosed Position-9K-$262.7M
JPMORGAN CHASE & CODecreased-5K-$198.0M
BARCLAYS PLCClosed Position-134-$3.8M
CENTAURUS FINANCIAL, INC.Decreased-10K-$532K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COMMONWEALTH EQUITY SERVICES, LLC496,791$14.0M0.02%Share
2ALLIANZ INVESTMENT MANAGEMENT LLC223,514$6.4M3.98%Share
3RFG Advisory, LLC200,541$5.7M0.11%Share
4AE Wealth Management LLC147,258$4.2M0.02%Share
5STEPHENS INC /AR/143,368$4.1M0.05%Share
6USA FINANCIAL FORMULAS72,839$2.1M0.38%Share
7ALLIANZ SE81,146$2.0M0.03%Share
8OSAIC HOLDINGS, INC.48,867$1.0M0.00%Share
9Savant Capital, LLC43,693$1.0M0.01%Share
10OneDigital Investment Advisors LLC64,153$1.0M0.01%Share
11SUSQUEHANNA INTERNATIONAL GROUP, LLP42,538$1.0M0.00%Share
12Cypress Wealth Services, LLC26,500$754K0.10%Share
13Sterling Manor Financial, LLC16,883$480K0.30%Share
14NBZ Investment Advisors LLC14,318$407K0.18%Share
15Stonebridge Financial Group, LLC / MO13,136$373K0.32%Share
16SMART Wealth LLC11,591$329K0.10%Share
17FSR Wealth Management Ltd.10,737$305K0.36%Share
18FWG Investments, LLC.10,186$289K0.18%Share
19BCGM Wealth Management, LLC9,240$262K0.07%Share
20Patriot Financial Group Insurance Agency, LLC7,923$225K0.03%Share
21Grantvest Financial Group LLC7,803$222K0.14%Share
22HARBOUR INVESTMENTS, INC.6,389$181K0.00%Share
23Lloyd Advisory Services, LLC.3,089$87K0.03%Share
24Quest 10 Wealth Builders, Inc.2,821$80K0.07%Share
25DHJJ Financial Advisors, Ltd.1,695$48K0.02%Share
26Kingdom Financial Group LLC.264$7K0.00%Share
27Networth Advisors, LLC207$5K0.00%Share
28AE Wealth Management LLC94$2K0.00%Share
29UBS Group AG78$2K0.00%Share
30Decker Retirement Planning Inc.39$1K0.00%Share
31Key Capital Management, INC4$00.00%Share
32OSAIC HOLDINGS, INC.14,897$00.00%Share
33CENTAURUS FINANCIAL, INC.9,237$00.00%Share
34MML INVESTORS SERVICES, LLC11,932$00.00%Share
35IFP Advisors, Inc6,391$00.00%Share
36Arax Advisory Partners14,198$00.00%Share
37Kestra Advisory Services, LLC13,503$00.00%Share
38ENVESTNET ASSET MANAGEMENT INC9,837$00.00%Share
39Cetera Investment Advisers24,750$00.00%Share
40FOUNDATIONS INVESTMENT ADVISORS, LLC10,611$00.00%Share
41JPMORGAN CHASE & CO2,390$00.00%Share

OCTU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202539$46.5M+21
Q3 202518$14.8B-15
Q2 202533$43.0B+12
Q1 202521$16.8B+5
Q4 202416$3.0T—

As of Q4 2025, 41 institutional investors hold OCTU (AIM ETF PRODUCTS TRUST). The largest holder is COMMONWEALTH EQUITY SERVICES, LLC with $14.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own OCTU?

As of Q4 2025, 41 institutional investors report holding OCTU (AIM ETF PRODUCTS TRUST) in their 13F filings.

Who is the largest institutional holder of OCTU?

The largest institutional holder of OCTU is COMMONWEALTH EQUITY SERVICES, LLC with $14.0M in shares.

Is institutional ownership of OCTU increasing or decreasing?

This quarter, 15 institutions opened new positions in OCTU and 2 closed their positions.