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AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW

49 hedge funds and large institutions have $117M invested in AllianzIM U.S. Equity Buffer20 Aug ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

48% more capital invested

Capital invested by funds: $79.5M → $117M (+$37.9M)

9% more funds holding

Funds holding: 45 → 49 (+4)

4.19% more ownership

Funds ownership: 67.55% → 71.74% (+4.2%)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
17
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFS
Access Financial Services
Minnesota
+$19.9M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.06M
3
SWM
Spire Wealth Management
Virginia
+$1.98M
4
PAS
Park Avenue Securities
New York
+$1.91M
5
LPL Financial
LPL Financial
California
+$1.76M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$1.01M
2
ECA
Elevated Capital Advisors
Utah
-$657K
3
AAM
American Asset Management
Florida
-$604K
4
JP Morgan Chase
JP Morgan Chase
New York
-$310K
5
Barclays
Barclays
United Kingdom
-$142K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
26
First Heartland Consultants
Missouri
$564K +$57.3K +1,827 +12%
AWM
27
AE Wealth Management
Kansas
$456K -$102K -3,249 -19%
OMC
28
Old Mission Capital
Illinois
$443K -$1.01M -32,073 -70%
MML Investors Services
29
MML Investors Services
Massachusetts
$399K +$392K +12,497 New
MSAM
30
Moloney Securities Asset Management
Missouri
$372K +$365K +11,651 New
CF
31
Centaurus Financial
California
$340K – – –
DI
32
Diligent Investors
California
$270K +$265K +8,454 New
IFG
33
Independent Financial Group
California
$252K +$247K +7,882 New
GFG
34
Grantvest Financial Group
New Jersey
$249K -$22.4K -713 -8%
FFA
35
Farther Finance Advisors
California
$243K +$127K +4,035 +113%
RCWM
36
Red Crane Wealth Management
California
$238K – – –
AFG
37
Allegheny Financial Group
Pennsylvania
$222K – – –
AFP
38
Ausdal Financial Partners
Iowa
$215K – – –
GS
39
GTS Securities
New York
$215K +$211K +6,739 New
Jane Street
40
Jane Street
New York
$207K +$203K +6,486 New
CWS
41
Cypress Wealth Services
California
$204K +$200K +6,372 New
GRP
42
Global Retirement Partners
California
$173K – – –
AIMU
43
Allianz Investment Management US
Minnesota
$160K – – –
UBS Group
44
UBS Group
Switzerland
$85.9K -$73.7K -2,349 -47%
CFD
45
Creative Financial Designs
Indiana
$52.9K – – –
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$32K – – –
GM
47
GeoWealth Management
Illinois
$10.5K +$10.3K +329 New
PA
48
Pineridge Advisors
Missouri
$9.49K – – –
IA
49
IFP Advisors
Florida
$6.39K +$6.27K +200 New
JP Morgan Chase
50
JP Morgan Chase
New York
$24 -$310K -9,895 Closed
1
2
3

AUGW Hedge Fund Activity: Q3 2025 in Review

49 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) for Q3 2025, worth a combined $117M — up 48% from $79.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AUGW positions and 5 closed out — a net gain of 7 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Access Financial Services, opening a new position worth an estimated $19.9M. The largest seller was Old Mission Capital, cutting an estimated $1.01M.

  • 49 institutional investors held AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) as of Q3 2025, up from 45 in Q2 2025.
  • Funds reported $117M of AllianzIM U.S. Equity Buffer20 Aug ETF stock for Q3 2025, up 48% quarter-over-quarter.
  • 12 funds opened new AllianzIM U.S. Equity Buffer20 Aug ETF positions in Q3 2025 and 5 closed out, a net change of +7 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Aug ETF buyer in Q3 2025 was Access Financial Services, an estimated $19.9M added.
  • The largest AllianzIM U.S. Equity Buffer20 Aug ETF seller in Q3 2025 was Old Mission Capital, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2025.