AUGW icon

AllianzIM U.S. Equity Buffer20 Aug ETF

49 hedge funds and large institutions have $108M invested in AllianzIM U.S. Equity Buffer20 Aug ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

59% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 22

Holders
49
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
26
Crown Wealth Group
North Carolina
$595K
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$565K
FHC
28
First Heartland Consultants
Missouri
$555K
JPLA
29
Joseph P. Lucia & Associates
New York
$532K
AWM
30
AE Wealth Management
Kansas
$453K
AWMI
31
Aegis Wealth Management (Iowa)
Iowa
$404K
CF
32
Centaurus Financial
California
$346K
DI
33
Diligent Investors
California
$275K
FFA
34
Farther Finance Advisors
California
$248K
RCWM
35
Red Crane Wealth Management
California
$242K
AFG
36
Allegheny Financial Group
Pennsylvania
$226K
GFG
37
Grantvest Financial Group
New Jersey
$220K
AFP
38
Ausdal Financial Partners
Iowa
$219K
GS
39
GTS Securities
New York
$219K
CWS
40
Cypress Wealth Services
California
$207K
GRP
41
Global Retirement Partners
California
$176K
A
42
Allianz
Germany
$163K
LAS
43
Lloyd Advisory Services
Georgia
$153K
CFD
44
Creative Financial Designs
Indiana
$47.2K
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$32.5K
AW
46
Ankerstar Wealth
Texas
$16.5K
GM
47
GeoWealth Management
Illinois
$10.7K
IA
48
IFP Advisors
Florida
$6.51K
UBS Group
49
UBS Group
Switzerland
$5.63K
Citadel Advisors
50
Citadel Advisors
Florida