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AllianzIM US Equity Buffer15 Uncapped Apr ETF

20 hedge funds and large institutions have $28.4M invested in AllianzIM US Equity Buffer15 Uncapped Apr ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

25% more capital invested

Capital invested by funds: $22.8M → $28.4M (+$5.62M)

11% more funds holding

Funds holding: 1820 (+2)

31.51% less ownership

Funds ownership: 85.47%53.97% (-32%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.83M +$4.33M +159,127 +110%
AIMU
2
Allianz Investment Management US
Minnesota
$3.9M -$1.09M -40,000 -21%
AWAG
3
ARS Wealth Advisors Group
Florida
$3.46M +$3.65M +134,197 New
RA
4
RFG Advisory
Alabama
$3.1M +$639K +23,462 +24%
KAS
5
Kestra Advisory Services
Texas
$2.31M +$21.8K +800 +0.9%
SI
6
Stephens Inc
Arkansas
$2.01M +$85.7K +3,148 +4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.85M +$27.1K +994 +1%
PFGIA
8
Patriot Financial Group Insurance Agency
Massachusetts
$835K -$653K -23,982 -43%
FHC
9
First Heartland Consultants
Missouri
$505K -$7.57K -278 -1%
Citadel Advisors
10
Citadel Advisors
Florida
$448K +$205K +7,532 +76%
AAP
11
Arax Advisory Partners
Colorado
$349K +$369K +13,534 New
JP Morgan Chase
12
JP Morgan Chase
New York
$347K +$366K +13,451 New
SOS
13
Silver Oak Securities
Tennessee
$345K
IFG
14
Independent Financial Group
California
$323K
HI
15
Harbour Investments
Wisconsin
$270K -$8.85K -325 -3%
FIA
16
Foundations Investment Advisors
Arizona
$265K
Barclays
17
Barclays
United Kingdom
$143K +$151K +5,559 New
CFD
18
Creative Financial Designs
Indiana
$129K -$13.6K -500 -9%
Osaic Holdings
19
Osaic Holdings
Arizona
$24.1K +$21.1K +775 +491%
UFF
20
USA Financial Formulas
Michigan
$1.16K +$1.23K +45 New
AWS
21
Atria Wealth Solutions
New York
-$359K -13,163 Closed
RAG
22
RIA Advisory Group
Iowa
-$219K -8,053 Closed
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
-$209K -7,667 Closed

ARLU Hedge Fund Activity: Q1 2025 in Review

20 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) for Q1 2025, worth a combined $28.4M — up 25% from $22.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ARLU positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $4.33M. The largest seller was Allianz Investment Management US, cutting an estimated $1.09M.

  • 20 institutional investors held AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) as of Q1 2025, up from 18 in Q4 2024.
  • Funds reported $28.4M of AllianzIM US Equity Buffer15 Uncapped Apr ETF stock for Q1 2025, up 25% quarter-over-quarter.
  • 5 funds opened new AllianzIM US Equity Buffer15 Uncapped Apr ETF positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest AllianzIM US Equity Buffer15 Uncapped Apr ETF buyer in Q1 2025 was Commonwealth Equity Services, an estimated $4.33M added.
  • The largest AllianzIM US Equity Buffer15 Uncapped Apr ETF seller in Q1 2025 was Allianz Investment Management US, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2025.