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AllianzIM US Equity Buffer15 Uncapped Apr ETF

22 hedge funds and large institutions have $34.5M invested in AllianzIM US Equity Buffer15 Uncapped Apr ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $35.2M → $34.5M (-$733K)

5.57% less ownership

Funds ownership: 81.54%75.97% (-5.6%)

8% less funds holding

Funds holding: 2422 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

67% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 12

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
12
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
$9.64M -$134K -4,657 -1%
RA
2
RFG Advisory
Alabama
$5.87M +$294K +10,252 +5%
AWAG
3
ARS Wealth Advisors Group
Florida
$3.99M -$2.15K -75 -0.1%
SI
4
Stephens Inc
Arkansas
$2.74M +$313K +10,905 +13%
KAS
5
Kestra Advisory Services
Texas
$2.6M -$118K -4,104 -4%
UFF
6
USA Financial Formulas
Michigan
$2.48M -$514K -17,891 -18%
AIMU
7
Allianz Investment Management US
Minnesota
$1.48M -$1.44M -50,000 -50%
CF
8
Centaurus Financial
California
$1.03M -$54K -1,882 -5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$646K +$94.5K +3,292 +18%
FHC
10
First Heartland Consultants
Missouri
$477K -$103K -3,583 -18%
IFG
11
Independent Financial Group
California
$406K
SOS
12
Silver Oak Securities
Tennessee
$400K
JP Morgan Chase
13
JP Morgan Chase
New York
$398K -$146K -5,081 -28%
FIA
14
Foundations Investment Advisors
Arizona
$357K -$24K -835 -7%
SC
15
Savant Capital
Illinois
$356K
OMC
16
Old Mission Capital
Illinois
$333K -$416K -14,499 -56%
HI
17
Harbour Investments
Wisconsin
$312K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$310K +$299K +10,400 New
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$256K -$150K -5,221 -38%
Osaic Holdings
20
Osaic Holdings
Arizona
$148K +$10K +350 +8%
Barclays
21
Barclays
United Kingdom
$148K -$7.09K -247 -5%
CFD
22
Creative Financial Designs
Indiana
$121K
AAP
23
Arax Advisory Partners
Colorado
-$451K -16,177 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$451K -16,167 Closed
UBS Group
25
UBS Group
Switzerland
-$1.9K -68 Closed

ARLU Hedge Fund Activity: Q3 2025 in Review

22 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) for Q3 2025, worth a combined $34.5M — down 2.1% from $35.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ARLU and 1 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 4 added.

The largest buyer was Stephens Inc, adding an estimated $313K. The largest seller was Allianz Investment Management US, cutting an estimated $1.44M.

  • 22 institutional investors held AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) as of Q3 2025, down from 24 in Q2 2025.
  • Funds reported $34.5M of AllianzIM US Equity Buffer15 Uncapped Apr ETF stock for Q3 2025, down 2.1% quarter-over-quarter.
  • 1 fund opened new AllianzIM US Equity Buffer15 Uncapped Apr ETF positions in Q3 2025 and 3 closed out, a net change of -2 holders.
  • The largest AllianzIM US Equity Buffer15 Uncapped Apr ETF buyer in Q3 2025 was Stephens Inc, an estimated $313K added.
  • The largest AllianzIM US Equity Buffer15 Uncapped Apr ETF seller in Q3 2025 was Allianz Investment Management US, an estimated $1.44M sold.

Based on aggregated 13F filings for Q3 2025.