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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
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
MFG
26
Merit Financial Group
Georgia
$665K
CWG
27
Crown Wealth Group
North Carolina
$588K
JPLA
28
Joseph P. Lucia & Associates
New York
$511K
AWM
29
AE Wealth Management
Kansas
$431K
FHC
30
First Heartland Consultants
Missouri
$410K
AWMI
31
Aegis Wealth Management (Iowa)
Iowa
$405K
CF
32
Centaurus Financial
California
$342K
CIA
33
Concurrent Investment Advisors
Florida
$300K
FTEA
34
Forty-three Eighteen Advisors
Arkansas
$289K
IFG
35
Independent Financial Group
California
$281K
DI
36
Diligent Investors
California
$265K
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
CFD
45
Creative Financial Designs
Indiana
$53.2K
Barclays
46
Barclays
United Kingdom
$46.5K
UBS Group
47
UBS Group
Switzerland
$30.3K
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$24.4K
DJSG
49
D.J. St. Germain
Massachusetts
$17.8K
AW
50
Ankerstar Wealth
Texas
$16.3K