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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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
51
Old Mission Capital
Illinois
$330K +$330K +10,441 New
JPLA
52
Joseph P. Lucia & Associates
New York
$293K +$26.1K +825 +10%
BI
53
Ballast Inc
Kentucky
$293K +$293K +9,285 New
JSA
54
Jim Saulnier & Associates
Colorado
$289K
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$216K
CRWM
56
Castle Rock Wealth Management
California
$208K +$208K +6,492 New
SB
57
Strategic Blueprint
Georgia
$206K -$16.9K -535 -8%
AWM
58
Accurate Wealth Management
Florida
$202K -$27.1K -854 -12%
CFD
59
Creative Financial Designs
Indiana
$171K -$25.1K -793 -13%
T
60
Transce3nd
Texas
$159K -$2.43K -77 -2%
AIMU
61
Allianz Investment Management US
Minnesota
$158K
IA
62
IFP Advisors
Florida
$54.7K +$15.3K +485 +39%
UBS Group
63
UBS Group
Switzerland
$50.2K -$271K -8,566 -84%
DRP
64
Decker Retirement Planning
Utah
$48.8K +$28.8K +913 +145%
DFA
65
DHJJ Financial Advisors
Illinois
$34.9K -$1.11K -35 -3%
EWA
66
EverSource Wealth Advisors
Alabama
$31.2K
NS
67
NBC Securities
Alabama
$25K
RWPA
68
Richard W. Paul & Associates
Michigan
$6.95K -$126 -4 -2%
GRP
69
Global Retirement Partners
California
$6.07K +$6.07K +192 New
Barclays
70
Barclays
United Kingdom
$6K +$6K +194 New
PA
71
Pineridge Advisors
Missouri
$4.87K -$33.6K -1,064 -87%
MAWAG
72
Mid-American Wealth Advisory Group
Missouri
$3.67K +$3.67K +116 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
-$1.43M -47,709 Closed
LRWM
74
Lord & Richards Wealth Management
Colorado
-$845K -28,218 Closed
WG
75
Wealth Group
North Carolina
-$800K -26,725 Closed