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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
+2
Holders Change %
+2.74%
% of All Funds
1.02%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
28
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$105M +$2.38M +79,340 +2%
AFS
2
Access Financial Services
Minnesota
$22.7M +$13.2M +441,340 +139%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19.2M +$254K +8,479 +1%
LAS
4
Lloyd Advisory Services
Georgia
$17.2M -$584K -19,508 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$13.8M +$4.48M +149,661 +48%
FWM
6
FSR Wealth Management
Illinois
$8.75M +$380K +12,680 +5%
OWA
7
Outlook Wealth Advisors
Texas
$7.33M -$152K -5,059 -2%
BOSSRA
8
B.O.S.S. Retirement Advisors
Utah
$7.28M +$33.7K +1,126 +0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$7.19M +$5.03M +167,907 +233%
AAM
10
American Asset Management
Florida
$5.56M -$208K -6,955 -4%
KAS
11
Kestra Advisory Services
Texas
$4.16M +$3.09K +103 +0.1%
HBS
12
Howard Bailey Securities
Indiana
$3.56M -$222K -7,402 -6%
GLR
13
Great Lakes Retirement
Ohio
$2.99M -$150K -4,994 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.52M +$646K +21,566 +35%
SWM
15
Spire Wealth Management
Virginia
$2.5M -$183K -6,102 -7%
TAP
16
Tounjian Advisory Partners
Florida
$2.4M +$2.4M +80,180 New
LI
17
LifeWealth Investments
Florida
$2.15M +$969K +32,343 +82%
CAG
18
Csenge Advisory Group
Florida
$1.79M +$201K +6,877 +13%
AWS
19
Atria Wealth Solutions
New York
$1.71M -$556K -18,575 -25%
HI
20
Harbour Investments
Wisconsin
$1.69M +$15.2K +507 +0.9%
AIA
21
AssuredPartners Investment Advisors
Florida
$1.63M -$40.6K -1,356 -2%
SW
22
SMART Wealth
Nebraska
$1.58M -$153K -5,094 -9%
FA
23
FSA Advisors
Michigan
$1.46M +$271K +9,033 +23%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.43M +$1.43M +47,709 New
CWS
25
Cypress Wealth Services
California
$1.13M +$888K +29,657 +364%