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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
IFG
51
Independent Financial Group
California
$327K -$12.8K -378 -4%
GFG
52
Grantvest Financial Group
New Jersey
$322K -$14.4K -423 -4%
JPLA
53
Joseph P. Lucia & Associates
New York
$272K -$9.85K -290 -3%
LI
54
LifeWealth Investments
Florida
$246K
MAWAG
55
Mid-American Wealth Advisory Group
Missouri
$242K
Bank of America
56
Bank of America
North Carolina
$236K +$240K +7,071 New
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$235K +$6.79K +200 +3%
TC
58
TAGStone Capital
North Carolina
$229K +$645 +19 +0.3%
CRWM
59
Castle Rock Wealth Management
California
$226K
CIA
60
Concurrent Investment Advisors
Florida
$224K
AA
61
Advisory Alpha
Michigan
$200K +$204K +5,993 New
Q1WB
62
Quest 10 Wealth Builders
Virginia
$156K -$4.69K -138 -3%
LAS
63
Lloyd Advisory Services
Georgia
$129K -$819K -24,127 -86%
KFG
64
Kingdom Financial Group
Arizona
$129K -$44.9K -1,321 -25%
AW
65
Ankerstar Wealth
Texas
$121K
CFD
66
Creative Financial Designs
Indiana
$102K -$13.9K -408 -12%
GM
67
GeoWealth Management
Illinois
$71.2K
IA
68
IFP Advisors
Florida
$55.5K -$12.4K -365 -18%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$38K
DFA
70
DHJJ Financial Advisors
Illinois
$36.9K
DJSG
71
D.J. St. Germain
Massachusetts
$36K +$36.6K +1,077 New
KCM
72
Key Capital Management
Tennessee
$34.3K +$8.08K +238 +30%
UBS Group
73
UBS Group
Switzerland
$31.7K +$32.2K +949 New
EWA
74
EverSource Wealth Advisors
Alabama
$27.7K -$849 -25 -3%
NS
75
NBC Securities
Alabama
$26.7K