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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 %
AWM
1
AE Wealth Management
Kansas
$112M +$1.73M +54,896 +2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.4M +$1.17M +37,025 +6%
AFS
3
Access Financial Services
Minnesota
$20.5M -$3.43M -108,706 -14%
LAS
4
Lloyd Advisory Services
Georgia
$17.4M -$705K -22,327 -4%
Osaic Holdings
5
Osaic Holdings
Arizona
$13.1M -$1.11M -35,957 -8%
FWM
6
FSR Wealth Management
Illinois
$9.21M -$13.6K -429 -0.1%
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$7.68M +$2.94K +93 +0%
OWA
8
Outlook Wealth Advisors
Texas
$7.66M -$70.6K -2,233 -0.9%
AWA
9
Authentikos Wealth Advisory
California
$7.53M +$6.78M +214,437 +895%
AAM
10
American Asset Management
Florida
$5.54M -$332K -10,522 -6%
KAS
11
Kestra Advisory Services
Texas
$4.3M -$80.6K -2,550 -2%
HBS
12
Howard Bailey Securities
Indiana
$3.66M -$98.9K -3,129 -3%
Raymond James Financial
13
Raymond James Financial
Florida
$2.93M -$4.65M -147,282 -61%
GLR
14
Great Lakes Retirement
Ohio
$2.86M -$290K -9,175 -9%
HI
15
Harbour Investments
Wisconsin
$2.66M +$879K +27,811 +49%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.59M -$65K -2,057 -2%
LI
17
LifeWealth Investments
Florida
$2.46M +$190K +6,002 +8%
TAP
18
Tounjian Advisory Partners
Florida
$2.37M -$32.2K -1,074 -1%
CAG
19
Csenge Advisory Group
Florida
$2.25M +$357K +11,603 +19%
FA
20
FSA Advisors
Michigan
$1.87M +$330K +10,460 +21%
SWM
21
Spire Wealth Management
Virginia
$1.85M -$789K -24,973 -30%
AWS
22
Atria Wealth Solutions
New York
$1.81M +$7.05K +223 +0.4%
SW
23
SMART Wealth
Nebraska
$1.72M +$48K +1,518 +3%
SAW
24
Signal Advisors Wealth
Michigan
$1.52M +$1.16M +36,733 +319%
BFAG
25
Blackston Financial Advisory Group
Florida
$1.28M +$384K +12,161 +43%