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AllianzIM U.S. Equity Buffer20 Aug ETF

50 hedge funds and large institutions have $107M invested in AllianzIM U.S. Equity Buffer20 Aug ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

2% more funds holding

Funds holding: 4950 (+1)

0.16% less ownership

Funds ownership: 71.74%71.58% (-0.16%)

9% less capital invested

Capital invested by funds: $117M → $107M (-$10.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
10
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$27M -$24.5K -762 -0.1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.8M -$225K -6,995 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$10.6M -$505K -15,693 -5%
AFS
4
Access Financial Services
Minnesota
$5.67M -$14.8M -460,897 -73%
LPL Financial
5
LPL Financial
California
$3.96M -$77.5K -2,411 -2%
ECA
6
Elevated Capital Advisors
Utah
$3.96M -$204K -6,346 -5%
AIMU
7
Allianz Investment Management US
Minnesota
$3.75M +$3.55M +110,287 +2,206%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.64M -$266K -8,267 -7%
AA
9
Advisory Alpha
Michigan
$3.52M -$67.6K -2,101 -2%
AAM
10
American Asset Management
Florida
$3.31M -$10.1K -315 -0.3%
KAS
11
Kestra Advisory Services
Texas
$2.61M +$350K +10,870 +16%
SB
12
Strategic Blueprint
Georgia
$2.61M -$70K -2,176 -3%
SWM
13
Spire Wealth Management
Virginia
$2.38M +$62.8K +1,953 +3%
PAS
14
Park Avenue Securities
New York
$2.22M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.82M +$249K +7,744 +16%
WW
16
Westshore Wealth
California
$1.58M +$505K +15,711 +48%
CRWM
17
Castle Rock Wealth Management
California
$1.33M -$76.3K -2,373 -6%
PA
18
PFG Advisors
Arizona
$1.25M -$35.4K -1,100 -3%
HI
19
Harbour Investments
Wisconsin
$1.14M -$256K -7,952 -18%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$980K -$32.2K -1,000 -3%
FFN
21
Focus Financial Network
Minnesota
$869K -$388K -12,055 -31%
OMC
22
Old Mission Capital
Illinois
$837K +$382K +11,879 +86%
MFG
23
Merit Financial Group
Georgia
$623K +$25.7K +800 +4%
MML Investors Services
24
MML Investors Services
Massachusetts
$604K +$196K +6,083 +49%
CWG
25
Crown Wealth Group
North Carolina
$595K