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AllianzIM U.S. Large Cap Buffer20 Dec ETF

67 hedge funds and large institutions have $245M invested in AllianzIM U.S. Large Cap Buffer20 Dec ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

37% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 27

Holders
67
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
FHC
26
First Heartland Consultants
Missouri
$1.07M
SAW
27
Signal Advisors Wealth
Michigan
$1.01M
CAG
28
Csenge Advisory Group
Florida
$931K
HF
29
HRT Financial
New York
$907K
KFG
30
Kingdom Financial Group
Arizona
$683K
Creative Planning
31
Creative Planning
Kansas
$657K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$614K
CPRC
33
Consolidated Portfolio Review Corp
New York
$578K
CF
34
Centaurus Financial
California
$568K
Q1WB
35
Quest 10 Wealth Builders
Virginia
$558K
PA
36
PFG Advisors
Arizona
$552K
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$519K
AF
38
Advisornet Financial
Minnesota
$461K
MFG
39
Merit Financial Group
Georgia
$396K
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$384K
LIWM
41
Long Island Wealth Management
New York
$363K
GFG
42
Grantvest Financial Group
New Jersey
$361K
MAWAG
43
Mid-American Wealth Advisory Group
Missouri
$360K
GSIAS
44
Garden State Investment Advisory Services
New Jersey
$355K
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$317K
JSA
46
Jim Saulnier & Associates
Colorado
$302K
BCM
47
Brookstone Capital Management
Illinois
$275K
JPLA
48
Joseph P. Lucia & Associates
New York
$274K
AWM
49
Accurate Wealth Management
Florida
$243K
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$226K