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AllianzIM U.S. Large Cap Buffer20 Dec ETF

72 hedge funds and large institutions have $276M invested in AllianzIM U.S. Large Cap Buffer20 Dec ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
0.97%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
8
Increased
23
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OMC
51
Old Mission Capital
Illinois
$330K 10,441 +10,441 New
JPLA
52
Joseph P. Lucia & Associates
New York
$293K 9,285 +825 +10%
BI
53
Ballast Inc
Kentucky
$293K 9,285 +9,285 New
JSA
54
Jim Saulnier & Associates
Colorado
$289K 9,144
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$216K 6,845
CRWM
56
Castle Rock Wealth Management
California
$208K 6,492 +6,492 New
SB
57
Strategic Blueprint
Georgia
$206K 6,515 -535 -8%
AWM
58
Accurate Wealth Management
Florida
$202K 6,359 -854 -12%
CFD
59
Creative Financial Designs
Indiana
$171K 5,408 -793 -13%
T
60
Transce3nd
Texas
$159K 5,024 -77 -2%
AIMU
61
Allianz Investment Management US
Minnesota
$158K 5,000
IA
62
IFP Advisors
Florida
$54.7K 1,731 +485 +39%
UBS Group
63
UBS Group
Switzerland
$50.2K 1,589 -8,566 -84%
DRP
64
Decker Retirement Planning
Utah
$48.8K 1,544 +913 +145%
DFA
65
DHJJ Financial Advisors
Illinois
$34.9K 1,105 -35 -3%
EWA
66
EverSource Wealth Advisors
Alabama
$31.2K 988
NS
67
NBC Securities
Alabama
$25K 800
RWPA
68
Richard W. Paul & Associates
Michigan
$6.95K 220 -4 -2%
GRP
69
Global Retirement Partners
California
$6.07K 192 +192 New
Barclays
70
Barclays
United Kingdom
$6K 194 +194 New
PA
71
Pineridge Advisors
Missouri
$4.87K 154 -1,064 -87%
MAWAG
72
Mid-American Wealth Advisory Group
Missouri
$3.67K 116 +116 New
LRWM
73
Lord & Richards Wealth Management
Colorado
-28,218 Closed
WG
74
Wealth Group
North Carolina
-26,725 Closed
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
-20,923 Closed