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AllianzIM U.S. Equity Buffer10 Feb ETF

30 hedge funds and large institutions have $92.6M invested in AllianzIM U.S. Equity Buffer10 Feb ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
30
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
GI
1
Gradient Investments
Minnesota
$49.2M
Osaic Holdings
2
Osaic Holdings
Arizona
$17.1M
MWM
3
Modern Wealth Management
Kansas
$10.2M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.94M
LPL Financial
5
LPL Financial
California
$2.29M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.16M
OMC
7
Old Mission Capital
Illinois
$967K
Raymond James Financial
8
Raymond James Financial
Florida
$957K
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$943K
BFA
10
Brown Financial Advisors
Ohio
$649K
AWA
11
A4 Wealth Advisors
North Carolina
$561K
JP Morgan Chase
12
JP Morgan Chase
New York
$499K
PW
13
Paladin Wealth
Minnesota
$486K
MFS
14
Mattson Financial Services
Michigan
$386K
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$350K
KAS
16
Kestra Advisory Services
Texas
$337K
SB
17
Strategic Blueprint
Georgia
$273K
SA
18
Sanctuary Advisors
Indiana
$256K
FFN
19
Focus Financial Network
Minnesota
$250K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$249K
HI
21
Harbour Investments
Wisconsin
$243K
BCI
22
Brinker Capital Investments
Pennsylvania
$233K
JSA
23
Jim Saulnier & Associates
Colorado
$224K
AIMU
24
Allianz Investment Management US
Minnesota
$185K
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$180K