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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 %
CRWM
26
Castle Rock Wealth Management
California
$272K 8,423 -3,221 -28%
SAM
27
Secure Asset Management
Michigan
$272K 8,501 +8,501 New
AWM
28
AE Wealth Management
Kansas
$265K 8,299 +1,134 +16%
KWM
29
Kingsview Wealth Management
Oregon
$262K 8,191 – –
GFA
30
Gallagher Fiduciary Advisors
Illinois
$226K 7,075 – –
MC
31
Moors & Cabot
Massachusetts
$220K 6,900 -1,700 -20%
OMC
32
Old Mission Capital
Illinois
$215K 6,725 -4,281 -39%
GS
33
GTS Securities
New York
$208K 6,500 +6,500 New
GRP
34
Global Retirement Partners
California
$206K 6,463 +6,463 New
NS
35
NBC Securities
Alabama
$174K 5,469 +183 +3%
AIMU
36
Allianz Investment Management US
Minnesota
$160K 5,000 – –
LC
37
Luminist Capital
Michigan
$157K 4,904 – –
Barclays
38
Barclays
United Kingdom
$144K 4,517 +4,517 New
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$86.8K 2,717 – –
CFD
40
Creative Financial Designs
Indiana
$28.8K 900 -600 -40%
IA
41
IFP Advisors
Florida
$24.9K 780 +300 +63%
PP
42
PFS Partners
New Jersey
$19.2K 600 +600 New
FNWA
43
Financial Network Wealth Advisors
Utah
$11K 345 – –
AWM
44
Abound Wealth Management
Tennessee
$4.47K 140 +140 New
FHC
45
First Heartland Consultants
Missouri
– – -21,696 Closed
WG
46
Wealth Group
North Carolina
– – -13,028 Closed
SB
47
Strategic Blueprint
Georgia
– – -7,919 Closed
Jane Street
48
Jane Street
New York
– – -6,977 Closed
LRWM
49
Lord & Richards Wealth Management
Colorado
– – -101 Closed
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
– – -93 Closed
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