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AllianzIM U.S. Equity Buffer20 Dec ETF

81 hedge funds and large institutions have $157M invested in AllianzIM U.S. Equity Buffer20 Dec ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 7481 (+7)

3% more capital invested

Capital invested by funds: $153M → $157M (+$4.01M)

0.77% more ownership

Funds ownership: 70.06%70.83% (+0.77%)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
12
Increased
20
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Cypress Wealth Services
California
$1.1M -$55.6K -1,637 -5%
FHC
27
First Heartland Consultants
Missouri
$1.03M
WIA
28
World Investment Advisors
California
$848K +$862K +25,375 New
WW
29
Westshore Wealth
California
$843K +$17.8K +524 +2%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$721K +$338K +9,945 +85%
SW
31
SMART Wealth
Nebraska
$703K +$180K +5,297 +34%
AIA
32
AssuredPartners Investment Advisors
Florida
$676K -$7.34K -216 -1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$675K -$124K -3,663 -15%
BFAG
34
Blackston Financial Advisory Group
Florida
$670K +$13.3K +391 +2%
PA
35
PFG Advisors
Arizona
$641K +$5.03K +148 +0.8%
GRR
36
Golden Reserve Retirement
Ohio
$613K +$108K +3,182 +21%
CF
37
Centaurus Financial
California
$503K -$57.3K -1,688 -10%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$495K +$66.1K +1,946 +15%
AF
39
Advisornet Financial
Minnesota
$467K
BWAM
40
Blue Water Asset Management
Michigan
$457K
LWP
41
LeClair Wealth Partners
Ohio
$457K +$464K +13,664 New
CAG
42
Csenge Advisory Group
Florida
$453K +$69.5K +2,046 +18%
MFG
43
Merit Financial Group
Georgia
$407K
EWM
44
Elevation Wealth Management
Minnesota
$407K -$5.09K -150 -1%
Creative Planning
45
Creative Planning
Kansas
$392K +$11.9K +350 +3%
LIWM
46
Long Island Wealth Management
New York
$368K
TWP
47
Tyche Wealth Partners
Texas
$368K +$374K +11,000 New
GSIAS
48
Garden State Investment Advisory Services
New Jersey
$359K
SAW
49
Signal Advisors Wealth
Michigan
$357K -$135K -3,963 -27%
MML Investors Services
50
MML Investors Services
Massachusetts
$345K +$66.1K +1,946 +23%