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AllianzIM U.S. Large Cap Buffer10 Feb ETF

32 hedge funds and large institutions have $91.1M invested in AllianzIM U.S. Large Cap Buffer10 Feb ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
9
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$46.5M +$46.5M +1,323,678 New
KCM
2
Kaye Capital Management
California
$9.98M -$2.74M -77,937 -22%
MWM
3
Modern Wealth Management
Kansas
$9.98M +$9.98M +284,405 New
Osaic Holdings
4
Osaic Holdings
Arizona
$9.05M -$9.82M -290,381 -52%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.95M +$1.26M +35,920 +47%
AWS
6
Atria Wealth Solutions
New York
$1.28M -$415K -11,819 -25%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$996K +$68.8K +1,960 +7%
Raymond James Financial
8
Raymond James Financial
Florida
$977K +$115K +3,278 +13%
LPL Financial
9
LPL Financial
California
$911K +$117K +3,335 +15%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$888K +$247K +7,034 +39%
Citadel Advisors
11
Citadel Advisors
Florida
$556K +$156K +4,452 +39%
BFA
12
Brown Financial Advisors
Ohio
$541K +$541K +15,423 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$521K +$521K +14,853 New
MFS
14
Mattson Financial Services
Michigan
$456K +$456K +12,997 New
OMC
15
Old Mission Capital
Illinois
$449K +$189K +5,377 +73%
PW
16
Paladin Wealth
Minnesota
$445K +$445K +12,690 New
HI
17
Harbour Investments
Wisconsin
$404K -$44.7K -1,274 -10%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$393K -$313K -8,903 -44%
KAS
19
Kestra Advisory Services
Texas
$359K +$134K +3,825 +60%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$346K
AF
21
Atala Financial
California
$310K +$310K +8,843 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$262K
SB
23
Strategic Blueprint
Georgia
$259K +$259K +7,368 New
FFN
24
Focus Financial Network
Minnesota
$238K +$10.5K +300 +5%
BCI
25
Brinker Capital Investments
Pennsylvania
$216K -$1.16K -33 -0.5%