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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

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

5.07% more ownership

Funds ownership: 71.58%76.65% (+5.1%)

4% more funds holding

Funds holding: 5052 (+2)

4% less capital invested

Capital invested by funds: $107M → $103M (-$3.84M)

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
+2
Holders Change %
+4%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
11
Reduced
22
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$26.4M -$262K -8,039 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.7M -$923K -28,339 -7%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.06M -$1.4M -43,093 -13%
AFS
4
Access Financial Services
Minnesota
$5.37M -$237K -7,272 -4%
A
5
Allianz
Germany
$5.27M +$5.18M +158,930 +3,179%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.56M -$38.1K -1,170 -1%
LPL Financial
7
LPL Financial
California
$3.5M -$421K -12,915 -11%
AA
8
Advisory Alpha
Michigan
$3.45M -$25.5K -784 -0.7%
AAM
9
American Asset Management
Florida
$3.23M -$36.7K -1,128 -1%
KAS
10
Kestra Advisory Services
Texas
$3.1M +$523K +16,066 +20%
SB
11
Strategic Blueprint
Georgia
$2.5M -$81.3K -2,496 -3%
SWM
12
Spire Wealth Management
Virginia
$2.37M +$12.1K +370 +0.5%
PAS
13
Park Avenue Securities
New York
$2.06M -$138K -4,250 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.8M -$2.35K -72 -0.1%
GF
15
GTS Financial
Minnesota
$1.68M +$1.9M +58,196 New
WIA
16
World Investment Advisors
California
$1.61M +$1.63M +50,189 New
CRWM
17
Castle Rock Wealth Management
California
$1.32M -$3K -92 -0.2%
PA
18
PFG Advisors
Arizona
$1.24M
WW
19
Westshore Wealth
California
$1.09M -$478K -14,685 -30%
HI
20
Harbour Investments
Wisconsin
$982K -$150K -4,613 -13%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$942K -$27.1K -832 -3%
OMC
22
Old Mission Capital
Illinois
$845K +$17.5K +536 +2%
FFN
23
Focus Financial Network
Minnesota
$830K -$29.4K -904 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$728K +$171K +5,256 +30%
MML Investors Services
25
MML Investors Services
Massachusetts
$678K +$81.2K +2,493 +13%