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AllianzIM U.S. Equity Buffer20 Aug ETF

39 hedge funds and large institutions have $73M invested in AllianzIM U.S. Equity Buffer20 Aug ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

28.08% more ownership

Funds ownership: 37.22%65.31% (+28%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 4239 (-3)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

20% less capital invested

Capital invested by funds: $91.3M → $73M (-$18.3M)

91% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 22

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
2
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$23M -$242K -8,218 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10M -$1.25M -42,451 -11%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.36M -$230K -7,835 -3%
ECA
4
Elevated Capital Advisors
Utah
$4.29M +$123K +4,200 +3%
AAM
5
American Asset Management
Florida
$3.53M -$104K -3,529 -3%
AA
6
Advisory Alpha
Michigan
$3.2M -$37.5K -1,276 -1%
SB
7
Strategic Blueprint
Georgia
$2.57M -$97.8K -3,326 -4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.44M -$119K -4,039 -5%
FFN
9
Focus Financial Network
Minnesota
$1.71M -$45.3K -1,540 -3%
AWS
10
Atria Wealth Solutions
New York
$1.55M -$27.3K -928 -2%
LPL Financial
11
LPL Financial
California
$1.47M -$26.8K -913 -2%
KAS
12
Kestra Advisory Services
Texas
$1.34M -$465K -15,829 -25%
HI
13
Harbour Investments
Wisconsin
$1.27M -$715K -24,338 -36%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.02M -$21.3K -726 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$971K -$1.03M -35,120 -51%
CRWM
16
Castle Rock Wealth Management
California
$909K
RCWM
17
Red Crane Wealth Management
California
$905K
PA
18
PFG Advisors
Arizona
$598K -$14.7K -500 -2%
AWM
19
AE Wealth Management
Kansas
$491K -$434K -14,759 -46%
FHC
20
First Heartland Consultants
Missouri
$456K
SWM
21
Spire Wealth Management
Virginia
$388K -$147K -5,016 -27%
OMC
22
Old Mission Capital
Illinois
$386K +$394K +13,391 New
WG
23
Wealth Group
North Carolina
$344K -$165K -5,600 -32%
JP Morgan Chase
24
JP Morgan Chase
New York
$334K +$138K +4,707 +68%
CAG
25
Csenge Advisory Group
Florida
$315K +$330K +11,236 New