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AllianzIM U.S. Equity Buffer20 Dec ETF

81 hedge funds and large institutions have $157M invested in AllianzIM U.S. Equity Buffer20 Dec ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 7481 (+7)

3% more capital invested

Capital invested by funds: $153M → $157M (+$4.01M)

0.77% more ownership

Funds ownership: 70.06%70.83% (+0.77%)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
12
Increased
20
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$29.6M -$16.6K -490 -0.1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21M -$333K -9,801 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$10.2M -$1.31M -38,444 -11%
AFS
4
Access Financial Services
Minnesota
$8.18M +$731K +21,531 +10%
LPL Financial
5
LPL Financial
California
$7.82M -$56.8K -1,671 -0.7%
AWA
6
Authentikos Wealth Advisory
California
$6.66M -$365K -10,749 -5%
PIS
7
POM Investment Strategies
North Carolina
$5.96M +$6.06M +178,365 New
AAM
8
American Asset Management
Florida
$5.51M -$80.2K -2,361 -1%
A
9
Allianz
Germany
$5.28M +$5.19M +152,894 +3,058%
Raymond James Financial
10
Raymond James Financial
Florida
$4.94M -$7.34K -216 -0.1%
KAS
11
Kestra Advisory Services
Texas
$4.81M +$407K +11,988 +9%
FWM
12
FSR Wealth Management
Illinois
$4.28M -$26.8K -789 -0.6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.65M -$55.1K -1,621 -1%
OWA
14
Outlook Wealth Advisors
Texas
$3.36M -$3.47M -102,235 -50%
SWM
15
Spire Wealth Management
Virginia
$2.48M -$336K -9,902 -12%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.95M +$1.98M +58,405 New
OC
17
Oppenheimer & Co
New York
$1.86M +$1.89M +55,564 New
NA
18
Networth Advisors
Pennsylvania
$1.78M -$20.8K -613 -1%
FFA
19
Farther Finance Advisors
California
$1.63M
IWMO
20
Integrated Wealth Management (Ohio)
Ohio
$1.51M +$227K +6,690 +17%
HI
21
Harbour Investments
Wisconsin
$1.45M -$191K -5,611 -11%
AWMI
22
Aegis Wealth Management (Iowa)
Iowa
$1.28M +$142K +4,167 +12%
FA
23
FSA Advisors
Michigan
$1.18M +$147K +4,329 +14%
FFN
24
Focus Financial Network
Minnesota
$1.13M -$37.2K -1,096 -3%
OMC
25
Old Mission Capital
Illinois
$1.11M +$905K +26,658 +410%