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AllianzIM U.S. Equity Buffer20 Aug ETF

45 hedge funds and large institutions have $79.5M invested in AllianzIM U.S. Equity Buffer20 Aug ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

15% more funds holding

Funds holding: 3945 (+6)

9% more capital invested

Capital invested by funds: $73M → $79.5M (+$6.51M)

2.24% more ownership

Funds ownership: 65.31%67.55% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
9
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$25.2M +$688K +23,480 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.6M +$935K +31,914 +9%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.46M -$356K -12,146 -5%
ECA
4
Elevated Capital Advisors
Utah
$4.29M
AAM
5
American Asset Management
Florida
$3.72M -$38.7K -1,320 -1%
AA
6
Advisory Alpha
Michigan
$3.39M -$13.1K -446 -0.4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.6M +$4.95K +169 +0.2%
SB
8
Strategic Blueprint
Georgia
$2.58M -$142K -4,843 -5%
LPL Financial
9
LPL Financial
California
$2.09M +$493K +16,835 +33%
KAS
10
Kestra Advisory Services
Texas
$1.72M +$289K +9,853 +21%
AWS
11
Atria Wealth Solutions
New York
$1.48M -$170K -5,802 -11%
OMC
12
Old Mission Capital
Illinois
$1.41M +$954K +32,541 +243%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.23M +$142K +4,847 +14%
FFN
14
Focus Financial Network
Minnesota
$1.2M -$594K -20,254 -34%
CRWM
15
Castle Rock Wealth Management
California
$979K
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$884K -$143K -4,874 -14%
HI
17
Harbour Investments
Wisconsin
$656K -$666K -22,741 -52%
PA
18
PFG Advisors
Arizona
$653K +$15.5K +530 +3%
CWG
19
Crown Wealth Group
North Carolina
$610K +$583K +19,886 New
MFG
20
Merit Financial Group
Georgia
$591K +$565K +19,279 New
AWM
21
AE Wealth Management
Kansas
$537K +$14K +478 +3%
FHC
22
First Heartland Consultants
Missouri
$485K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$452K +$432K +14,745 New
JPLA
24
Joseph P. Lucia & Associates
New York
$447K +$427K +14,563 New
CF
25
Centaurus Financial
California
$326K

AUGW Hedge Fund Activity: Q2 2025 in Review

45 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) for Q2 2025, worth a combined $79.5M — up 8.9% from $73M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AUGW positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $954K. The largest seller was Red Crane Wealth Management, cutting an estimated $702K.

  • 45 institutional investors held AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) as of Q2 2025, up from 39 in Q1 2025.
  • Funds reported $79.5M of AllianzIM U.S. Equity Buffer20 Aug ETF stock for Q2 2025, up 8.9% quarter-over-quarter.
  • 10 funds opened new AllianzIM U.S. Equity Buffer20 Aug ETF positions in Q2 2025 and 4 closed out, a net change of +6 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Aug ETF buyer in Q2 2025 was Old Mission Capital, an estimated $954K added.
  • The largest AllianzIM U.S. Equity Buffer20 Aug ETF seller in Q2 2025 was Red Crane Wealth Management, an estimated $702K sold.

Based on aggregated 13F filings for Q2 2025.