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AllianzIM U.S. Equity Buffer20 Aug ETF

49 hedge funds and large institutions have $108M invested in AllianzIM U.S. Equity Buffer20 Aug ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

59% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 22

Holders
49
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Raymond James Financial
1
Raymond James Financial
Florida
$27M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.8M
Osaic Holdings
3
Osaic Holdings
Arizona
$10.6M
AFS
4
Access Financial Services
Minnesota
$5.67M
LPL Financial
5
LPL Financial
California
$3.96M
ECA
6
Elevated Capital Advisors
Utah
$3.96M
AIMU
7
Allianz Investment Management US
Minnesota
$3.75M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.64M
AA
9
Advisory Alpha
Michigan
$3.52M
AAM
10
American Asset Management
Florida
$3.31M
KAS
11
Kestra Advisory Services
Texas
$2.61M
SB
12
Strategic Blueprint
Georgia
$2.61M
SWM
13
Spire Wealth Management
Virginia
$2.38M
PAS
14
Park Avenue Securities
New York
$2.22M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.82M
WIA
16
World Investment Advisors
California
$1.63M
WW
17
Westshore Wealth
California
$1.58M
CRWM
18
Castle Rock Wealth Management
California
$1.33M
PA
19
PFG Advisors
Arizona
$1.25M
HI
20
Harbour Investments
Wisconsin
$1.14M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$980K
FFN
22
Focus Financial Network
Minnesota
$869K
OMC
23
Old Mission Capital
Illinois
$837K
MFG
24
Merit Financial Group
Georgia
$623K
MML Investors Services
25
MML Investors Services
Massachusetts
$604K