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

$1.4000000408000019e+141T

% of Float Held

QoQ Change in Holders

+11 / -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+$14.0B
STEPHENS INC /AR/New Position+143K+$4.1B
ALLIANZ SENew Position+81K+$2.0B
OSAIC HOLDINGS, INC.Increased+63K+$990.3M
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+21K+$400.1M
NBZ Investment Advisors LLCIncreased+13K+$374.6M
SMART Wealth LLCNew Position+12K+$329.0M
FWG Investments, LLC.New Position+10K+$289.0M
Grantvest Financial Group LLCNew Position+8K+$222.0M
Sterling Manor Financial, LLCIncreased+7K+$212.8M
Lloyd Advisory Services, LLC.New Position+3K+$87.0M
Quest 10 Wealth Builders, Inc.New Position+3K+$80.0M
DHJJ Financial Advisors, Ltd.New Position+2K+$48.0M
Kingdom Financial Group LLC.New Position+264+$7.0M
ALLIANZ INVESTMENT MANAGEMENT LLCNew Position+224K+$6.4M

OCTU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RFG Advisory, LLCDecreased-10K-$5.9B
OneDigital Investment Advisors LLCDecreased-44K-$2.0B
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
USA FINANCIAL FORMULASDecreased-15K-$380K
Cypress Wealth Services, LLCDecreased-4K-$97K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COMMONWEALTH EQUITY SERVICES, LLC496,791$14.0B0.02%Share
2STEPHENS INC /AR/143,368$4.1B0.05%Share
3ALLIANZ SE81,146$2.0B0.03%Share
4OneDigital Investment Advisors LLC64,153$1.0B0.01%Share
5SUSQUEHANNA INTERNATIONAL GROUP, LLP42,538$1.0B0.00%Share
6OSAIC HOLDINGS, INC.48,867$1.0B0.00%Share
7Sterling Manor Financial, LLC16,883$480.0M0.30%Share
8NBZ Investment Advisors LLC14,318$407.0M0.18%Share
9SMART Wealth LLC11,591$329.0M0.10%Share
10FWG Investments, LLC.10,186$289.0M0.18%Share
11BCGM Wealth Management, LLC9,240$262.0M0.07%Share
12Grantvest Financial Group LLC7,803$222.0M0.14%Share
13Lloyd Advisory Services, LLC.3,089$87.0M0.03%Share
14Quest 10 Wealth Builders, Inc.2,821$80.0M0.07%Share
15DHJJ Financial Advisors, Ltd.1,695$48.0M0.02%Share
16Kingdom Financial Group LLC.264$7.0M0.00%Share
17ALLIANZ INVESTMENT MANAGEMENT LLC223,514$6.4M3.98%Share
18RFG Advisory, LLC200,541$5.7M0.11%Share
19USA FINANCIAL FORMULAS72,839$2.1M0.38%Share
20UBS Group AG78$2.0M0.00%Share
21Savant Capital, LLC43,693$1.0M0.01%Share
22Decker Retirement Planning Inc.39$1.0M0.00%Share
23Cypress Wealth Services, LLC26,500$754K0.10%Share
24Stonebridge Financial Group, LLC / MO13,136$373K0.32%Share
25FSR Wealth Management Ltd.10,737$305K0.36%Share
26Patriot Financial Group Insurance Agency, LLC7,923$225K0.03%Share
27HARBOUR INVESTMENTS, INC.6,389$181K0.00%Share
28Networth Advisors, LLC207$5K0.00%Share
29AE Wealth Management LLC147,258$4K0.00%Share
30OSAIC HOLDINGS, INC.14,897$00.00%Share
31IFP Advisors, Inc6,391$00.00%Share
32AE Wealth Management LLC94$00.00%Share
33ENVESTNET ASSET MANAGEMENT INC9,837$00.00%Share
34MML INVESTORS SERVICES, LLC11,932$00.00%Share
35Cetera Investment Advisers24,750$00.00%Share
36CENTAURUS FINANCIAL, INC.9,237$00.00%Share
37JPMORGAN CHASE & CO2,390$00.00%Share
38Key Capital Management, INC4$00.00%Share
39FOUNDATIONS INVESTMENT ADVISORS, LLC10,611$00.00%Share
40Kestra Advisory Services, LLC13,503$00.00%Share
41Arax Advisory Partners14,198$00.00%Share

OCTU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202539$25.3B+21
Q3 202518$11.2B-15
Q2 202533$43.6B+12
Q1 202521$20.9B+5
Q4 202416$15.3B

As of Q4 2025, 41 institutional investors hold OCTU (AIM ETF PRODUCTS TRUST). The largest holder is COMMONWEALTH EQUITY SERVICES, LLC with $14.0B in shares. This quarter, 11 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 $14.0B in shares.

Is institutional ownership of OCTU increasing or decreasing?

This quarter, 11 institutions opened new positions in OCTU and 2 closed their positions.