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AllianzIM U.S. Equity Buffer20 Aug ETF

52 hedge funds and large institutions have $103M invested in AllianzIM U.S. Equity Buffer20 Aug ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

5.07% more ownership

Funds ownership: 71.58%76.65% (+5.1%)

4% more funds holding

Funds holding: 5052 (+2)

4% less capital invested

Capital invested by funds: $107M → $103M (-$3.84M)

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
11
Reduced
22
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Merit Financial Group
Georgia
$665K +$50.2K +1,541 +8%
CWG
27
Crown Wealth Group
North Carolina
$588K
JPLA
28
Joseph P. Lucia & Associates
New York
$511K -$14.5K -445 -3%
AWM
29
AE Wealth Management
Kansas
$431K -$16.1K -495 -4%
FHC
30
First Heartland Consultants
Missouri
$410K -$140K -4,310 -25%
AWMI
31
Aegis Wealth Management (Iowa)
Iowa
$405K +$6.06K +186 +1%
CF
32
Centaurus Financial
California
$342K
CIA
33
Concurrent Investment Advisors
Florida
$300K +$304K +9,337 New
FTEA
34
Forty-three Eighteen Advisors
Arkansas
$289K
IFG
35
Independent Financial Group
California
$281K
DI
36
Diligent Investors
California
$265K -$6.51K -200 -2%
FFA
37
Farther Finance Advisors
California
$246K
RCWM
38
Red Crane Wealth Management
California
$240K
AFG
39
Allegheny Financial Group
Pennsylvania
$223K
GFG
40
Grantvest Financial Group
New Jersey
$218K
AFP
41
Ausdal Financial Partners
Iowa
$217K
GS
42
GTS Securities
New York
$217K
CWS
43
Cypress Wealth Services
California
$205K
ECA
44
Elevated Capital Advisors
Utah
$85.3K -$3.87M -118,937 -98%
CFD
45
Creative Financial Designs
Indiana
$53.2K +$6.68K +205 +14%
Barclays
46
Barclays
United Kingdom
$46.5K +$47.1K +1,446 New
UBS Group
47
UBS Group
Switzerland
$30.3K +$25.1K +770 +445%
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$24.4K -$7.82K -240 -24%
DJSG
49
D.J. St. Germain
Massachusetts
$17.8K +$18K +553 New
AW
50
Ankerstar Wealth
Texas
$16.3K