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AllianzIM U.S. Large Cap Buffer20 Feb ETF

45 hedge funds and large institutions have $65.1M invested in AllianzIM U.S. Large Cap Buffer20 Feb ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
12
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M -$5.03M -162,111 -33%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.39M +$1.82M +56,920 +24%
KAS
3
Kestra Advisory Services
Texas
$8.21M +$458K +14,331 +6%
AAM
4
American Asset Management
Florida
$5.61M -$275K -8,618 -5%
Raymond James Financial
5
Raymond James Financial
Florida
$2.96M +$72.9K +2,283 +3%
KCM
6
Kaye Capital Management
California
$2.91M -$652K -20,398 -18%
MWM
7
Modern Wealth Management
Kansas
$2.91M +$2.91M +91,161 New
SWM
8
Spire Wealth Management
Virginia
$2.77M -$108K -3,374 -4%
AWS
9
Atria Wealth Solutions
New York
$2.68M -$236K -7,376 -8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.38M +$47.3K +1,481 +2%
HI
11
Harbour Investments
Wisconsin
$1.87M +$104K +3,265 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.32M -$1.22M -38,167 -48%
JSA
13
Jim Saulnier & Associates
Colorado
$1.15M
ECA
14
Elevated Capital Advisors
Utah
$1.08M
LPL Financial
15
LPL Financial
California
$991K +$367K +11,478 +59%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$890K +$17.7K +555 +2%
FCM
17
Fortis Capital Management
Washington
$744K
CPA
18
Clear Point Advisors
New York
$703K
FFA
19
Farther Finance Advisors
California
$646K -$30.6K -959 -5%
FFN
20
Focus Financial Network
Minnesota
$596K +$5.85K +183 +1%
JPLA
21
Joseph P. Lucia & Associates
New York
$418K
BI
22
Ballast Inc
Kentucky
$418K +$418K +13,075 New
PA
23
PFG Advisors
Arizona
$366K -$10.2K -318 -3%
CPRC
24
Consolidated Portfolio Review Corp
New York
$338K +$72.8K +2,280 +27%
MML Investors Services
25
MML Investors Services
Massachusetts
$327K -$691K -21,601 -68%