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AllianzIM U.S. Equity Buffer20 Apr ETF

58 hedge funds and large institutions have $137M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $121M → $137M (+$16.2M)

10.31% more ownership

Funds ownership: 71.37%81.69% (+10%)

5% less funds holding

Funds holding: 6158 (-3)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
13
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$30.9M -$1.21M -34,545 -4%
Raymond James Financial
2
Raymond James Financial
Florida
$14.6M +$1.39M +39,482 +11%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.2M -$1.33M -37,822 -10%
LPL Financial
4
LPL Financial
California
$10.6M +$3.48M +99,095 +49%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.81M -$265K -7,542 -3%
A
6
Allianz
Germany
$5.24M +$5.06M +144,229 +3,606%
AIM
7
Advyzon Investment Management
Illinois
$5.03M +$2.5M +71,115 +100%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.86M +$37.4K +1,065 +0.8%
GF
9
GTS Financial
Minnesota
$4.51M +$4.93M +140,527 New
CF
10
Centaurus Financial
California
$3.81M -$1.32M -37,600 -26%
GCP
11
Guardian Capital (Pennsylvania)
Pennsylvania
$3.74M +$1.59M +45,351 +75%
WIA
12
World Investment Advisors
California
$3.11M +$3.08M +87,906 New
KAS
13
Kestra Advisory Services
Texas
$3.02M +$671K +19,121 +29%
FFA
14
Farther Finance Advisors
California
$2.85M +$2.16M +61,515 +327%
AFP
15
Ausdal Financial Partners
Iowa
$1.8M +$1.78M +50,796 New
JPLA
16
Joseph P. Lucia & Associates
New York
$1.72M -$12.5K -355 -0.7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.58M -$126K -3,590 -7%
LIWM
18
Long Island Wealth Management
New York
$1.3M
CAG
19
Compass Advisory Group
New York
$1.27M
MFN
20
Midwest Financial Network
Illinois
$1M -$200K -5,695 -17%
JSA
21
Jim Saulnier & Associates
Colorado
$997K
WW
22
Westshore Wealth
California
$884K +$877K +25,000 New
CPA
23
Clear Point Advisors
New York
$847K -$161K -4,575 -16%
FFN
24
Focus Financial Network
Minnesota
$845K -$39.5K -1,126 -5%
FCM
25
Fortis Capital Management
Washington
$786K