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AllianzIM U.S. Large Cap Buffer20 Dec ETF

75 hedge funds and large institutions have $266M invested in AllianzIM U.S. Large Cap Buffer20 Dec ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.02%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
28
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFN
26
Focus Financial Network
Minnesota
$1.03M +$437K +14,595 +74%
FHC
27
First Heartland Consultants
Missouri
$994K +$67.8K +2,263 +7%
FFA
28
Farther Finance Advisors
California
$991K
KFG
29
Kingdom Financial Group
Arizona
$918K -$30.7K -1,024 -3%
BFAG
30
Blackston Financial Advisory Group
Florida
$852K +$466K +15,559 +121%
LRWM
31
Lord & Richards Wealth Management
Colorado
$845K +$26.2K +875 +3%
WG
32
Wealth Group
North Carolina
$800K +$38.8K +1,296 +5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$780K +$17.5K +586 +2%
AWA
34
Authentikos Wealth Advisory
California
$718K -$1.7M -56,852 -70%
HAS
35
HBW Advisory Services
California
$690K -$12.6K -421 -2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$640K -$54.4K -1,818 -8%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$627K +$627K +20,923 New
PA
38
PFG Advisors
Arizona
$617K -$69.4K -2,318 -10%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$581K -$596K -19,903 -51%
PIS
40
POM Investment Strategies
North Carolina
$569K -$55.3K -1,848 -9%
CF
41
Centaurus Financial
California
$531K +$347K +11,578 +188%
AAS
42
Avantax Advisory Services
Texas
$421K +$101K +3,365 +31%
AF
43
Advisornet Financial
Minnesota
$419K
Citadel Advisors
44
Citadel Advisors
Florida
$386K +$386K +12,898 New
CPRC
45
Consolidated Portfolio Review Corp
New York
$386K
LPL Financial
46
LPL Financial
California
$366K +$26.3K +878 +8%
Q1WB
47
Quest 10 Wealth Builders
Virginia
$362K +$194K +6,486 +115%
GFG
48
Grantvest Financial Group
New Jersey
$354K -$15.9K -530 -4%
SAW
49
Signal Advisors Wealth
Michigan
$345K +$345K +11,504 New
Creative Planning
50
Creative Planning
Kansas
$341K +$341K +11,380 New