DECW icon

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
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$105M
AFS
2
Access Financial Services
Minnesota
$22.7M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19.2M
LAS
4
Lloyd Advisory Services
Georgia
$17.2M
Osaic Holdings
5
Osaic Holdings
Arizona
$13.8M
FWM
6
FSR Wealth Management
Illinois
$8.75M
OWA
7
Outlook Wealth Advisors
Texas
$7.33M
BOSSRA
8
B.O.S.S. Retirement Advisors
Utah
$7.28M
Raymond James Financial
9
Raymond James Financial
Florida
$7.19M
AAM
10
American Asset Management
Florida
$5.56M
KAS
11
Kestra Advisory Services
Texas
$4.16M
HBS
12
Howard Bailey Securities
Indiana
$3.56M
GLR
13
Great Lakes Retirement
Ohio
$2.99M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.52M
SWM
15
Spire Wealth Management
Virginia
$2.5M
TAP
16
Tounjian Advisory Partners
Florida
$2.4M
LI
17
LifeWealth Investments
Florida
$2.15M
CAG
18
Csenge Advisory Group
Florida
$1.79M
AWS
19
Atria Wealth Solutions
New York
$1.71M
HI
20
Harbour Investments
Wisconsin
$1.69M
AIA
21
AssuredPartners Investment Advisors
Florida
$1.63M
SW
22
SMART Wealth
Nebraska
$1.58M
FA
23
FSA Advisors
Michigan
$1.46M
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.43M
CWS
25
Cypress Wealth Services
California
$1.13M