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AllianzIM U.S. Large Cap Buffer20 Feb ETF
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Overview Fund Activity

44 hedge funds and large institutions have $64.8M invested in AllianzIM U.S. Large Cap Buffer20 Feb ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
12
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modern Wealth Management
Kansas
$2.91M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.39M
3
KAS
3
Kestra Advisory Services
Texas
$8.21M
4
BI
4
Ballast Inc
Kentucky
$418K
5
LPL Financial
5
LPL Financial
California
$991K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.32M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$327K
4
FHC
4
First Heartland Consultants
Missouri
$0
5
KCM
5
Kaye Capital Management
California
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M 326,675 -162,111 -33%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.39M 293,903 +56,920 +24%
KAS
3
Kestra Advisory Services
Texas
$8.21M 256,822 +14,331 +6%
AAM
4
American Asset Management
Florida
$5.61M 175,685 -8,618 -5%
Raymond James Financial
5
Raymond James Financial
Florida
$2.96M 92,607 +2,283 +3%
KCM
6
Kaye Capital Management
California
$2.91M 91,161 -20,398 -18%
MWM
7
Modern Wealth Management
Kansas
$2.91M 91,161 +91,161 New
SWM
8
Spire Wealth Management
Virginia
$2.77M 86,702 -3,374 -4%
AWS
9
Atria Wealth Solutions
New York
$2.68M 83,734 -7,376 -8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.38M 74,511 +1,481 +2%
HI
11
Harbour Investments
Wisconsin
$1.87M 58,665 +3,265 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.32M 41,406 -38,167 -48%
JSA
13
Jim Saulnier & Associates
Colorado
$1.15M 36,049 – –
ECA
14
Elevated Capital Advisors
Utah
$1.08M 35,640 – –
LPL Financial
15
LPL Financial
California
$991K 31,026 +11,478 +59%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$890K 27,871 +555 +2%
FCM
17
Fortis Capital Management
Washington
$744K 23,299 – –
CPA
18
Clear Point Advisors
New York
$703K 22,009 – –
FFA
19
Farther Finance Advisors
California
$646K 20,214 -959 -5%
FFN
20
Focus Financial Network
Minnesota
$596K 18,644 +183 +1%
JPLA
21
Joseph P. Lucia & Associates
New York
$418K 13,075 – –
BI
22
Ballast Inc
Kentucky
$418K 13,075 +13,075 New
PA
23
PFG Advisors
Arizona
$366K 11,458 -318 -3%
CPRC
24
Consolidated Portfolio Review Corp
New York
$338K 10,573 +2,280 +27%
MML Investors Services
25
MML Investors Services
Massachusetts
$327K 10,220 -21,601 -68%
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