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AllianzIM U.S. Equity Buffer20 Aug ETF

45 hedge funds and large institutions have $79.5M invested in AllianzIM U.S. Equity Buffer20 Aug ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

15% more funds holding

Funds holding: 3945 (+6)

9% more capital invested

Capital invested by funds: $73M → $79.5M (+$6.51M)

2.24% more ownership

Funds ownership: 65.31%67.55% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
9
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$304K -$50K -1,706 -15%
AAS
27
Avantax Advisory Services
Texas
$291K
GFG
28
Grantvest Financial Group
New Jersey
$261K -$25.7K -877 -9%
SWM
29
Spire Wealth Management
Virginia
$247K -$158K -5,396 -40%
PAS
30
Park Avenue Securities
New York
$231K +$221K +7,538 New
RCWM
31
Red Crane Wealth Management
California
$229K -$702K -23,954 -76%
AFG
32
Allegheny Financial Group
Pennsylvania
$213K -$85.8K -2,928 -30%
AFP
33
Ausdal Financial Partners
Iowa
$207K +$198K +6,742 New
GRP
34
Global Retirement Partners
California
$166K +$159K +5,421 New
UBS Group
35
UBS Group
Switzerland
$155K -$50.9K -1,737 -26%
AIMU
36
Allianz Investment Management US
Minnesota
$153K
Barclays
37
Barclays
United Kingdom
$142K -$65.5K -2,236 -33%
FFA
38
Farther Finance Advisors
California
$110K
CFD
39
Creative Financial Designs
Indiana
$50.7K -$7.85K -268 -14%
MAWAG
40
Mid-American Wealth Advisory Group
Missouri
$34.5K +$33K +1,125 New
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$30.7K
AAS
42
Ameritas Advisory Services
Nebraska
$11K +$10.6K +360 New
PA
43
Pineridge Advisors
Missouri
$9.11K
PSFG
44
Park Square Financial Group
Georgia
$1.84K
CAWM
45
Capital A Wealth Management
Pennsylvania
$1.24K +$1.41K +48 New
WG
46
Wealth Group
North Carolina
-$344K -11,920 Closed
CAG
47
Csenge Advisory Group
Florida
-$315K -11,236 Closed
Citadel Advisors
48
Citadel Advisors
Florida
-$249K -8,636 Closed
NMG
49
New Millennium Group
Utah
-$7.55K -262 Closed

AUGW Hedge Fund Activity: Q2 2025 in Review

45 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) for Q2 2025, worth a combined $79.5M — up 8.9% from $73M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AUGW positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $954K. The largest seller was Red Crane Wealth Management, cutting an estimated $702K.

  • 45 institutional investors held AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) as of Q2 2025, up from 39 in Q1 2025.
  • Funds reported $79.5M of AllianzIM U.S. Equity Buffer20 Aug ETF stock for Q2 2025, up 8.9% quarter-over-quarter.
  • 10 funds opened new AllianzIM U.S. Equity Buffer20 Aug ETF positions in Q2 2025 and 4 closed out, a net change of +6 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Aug ETF buyer in Q2 2025 was Old Mission Capital, an estimated $954K added.
  • The largest AllianzIM U.S. Equity Buffer20 Aug ETF seller in Q2 2025 was Red Crane Wealth Management, an estimated $702K sold.

Based on aggregated 13F filings for Q2 2025.