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AllianzIM US Equity Buffer15 Uncapped Apr ETF

24 hedge funds and large institutions have $35.2M invested in AllianzIM US Equity Buffer15 Uncapped Apr ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

27.57% more ownership

Funds ownership: 53.97%81.54% (+28%)

24% more capital invested

Capital invested by funds: $28.4M → $35.2M (+$6.79M)

20% more funds holding

Funds holding: 2024 (+4)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.16M +$655K +24,962 +8%
RA
2
RFG Advisory
Alabama
$5.21M +$1.75M +66,691 +56%
AWAG
3
ARS Wealth Advisors Group
Florida
$3.74M +$210 +8 +0%
UFF
4
USA Financial Formulas
Michigan
$2.82M +$2.66M +101,167 +224,816%
AIMU
5
Allianz Investment Management US
Minnesota
$2.78M -$1.44M -55,000 -36%
KAS
6
Kestra Advisory Services
Texas
$2.54M +$42K +1,600 +2%
SI
7
Stephens Inc
Arkansas
$2.26M +$81.9K +3,121 +4%
CF
8
Centaurus Financial
California
$1.01M +$956K +36,399 New
OMC
9
Old Mission Capital
Illinois
$716K +$674K +25,674 New
FHC
10
First Heartland Consultants
Missouri
$546K +$79 +3 +0%
JP Morgan Chase
11
JP Morgan Chase
New York
$514K +$131K +5,000 +37%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$513K -$1.39M -53,101 -74%
AAP
13
Arax Advisory Partners
Colorado
$451K +$69.4K +2,643 +20%
Citadel Advisors
14
Citadel Advisors
Florida
$451K -$31.9K -1,214 -7%
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$385K -$486K -18,532 -57%
IFG
16
Independent Financial Group
California
$380K +$29.4K +1,118 +9%
SOS
17
Silver Oak Securities
Tennessee
$375K
FIA
18
Foundations Investment Advisors
Arizona
$358K +$66.7K +2,540 +25%
SC
19
Savant Capital
Illinois
$333K +$314K +11,950 New
HI
20
Harbour Investments
Wisconsin
$292K
Barclays
21
Barclays
United Kingdom
$146K -$8.77K -334 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$129K +$97.2K +3,702 +397%
CFD
23
Creative Financial Designs
Indiana
$114K -$24.3K -925 -19%
UBS Group
24
UBS Group
Switzerland
$1.9K +$1.78K +68 New

ARLU Hedge Fund Activity: Q2 2025 in Review

24 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) for Q2 2025, worth a combined $35.2M — up 24% from $28.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ARLU positions and 0 closed out — a net gain of 4 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was USA Financial Formulas, adding an estimated $2.66M. The largest seller was Allianz Investment Management US, cutting an estimated $1.44M.

  • 24 institutional investors held AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) as of Q2 2025, up from 20 in Q1 2025.
  • Funds reported $35.2M of AllianzIM US Equity Buffer15 Uncapped Apr ETF stock for Q2 2025, up 24% quarter-over-quarter.
  • 4 funds opened new AllianzIM US Equity Buffer15 Uncapped Apr ETF positions in Q2 2025 and 0 closed out, a net change of +4 holders.
  • The largest AllianzIM US Equity Buffer15 Uncapped Apr ETF buyer in Q2 2025 was USA Financial Formulas, an estimated $2.66M added.
  • The largest AllianzIM US Equity Buffer15 Uncapped Apr ETF seller in Q2 2025 was Allianz Investment Management US, an estimated $1.44M sold.

Based on aggregated 13F filings for Q2 2025.