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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

2.68% less ownership

Funds ownership: 64.72%62.05% (-2.7%)

Holders
45
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.39M
KAS
3
Kestra Advisory Services
Texas
$8.21M
AAM
4
American Asset Management
Florida
$5.61M
Raymond James Financial
5
Raymond James Financial
Florida
$2.96M
KCM
6
Kaye Capital Management
California
$2.91M
MWM
7
Modern Wealth Management
Kansas
$2.91M
SWM
8
Spire Wealth Management
Virginia
$2.77M
AWS
9
Atria Wealth Solutions
New York
$2.68M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.38M
HI
11
Harbour Investments
Wisconsin
$1.87M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.32M
JSA
13
Jim Saulnier & Associates
Colorado
$1.15M
ECA
14
Elevated Capital Advisors
Utah
$1.08M
LPL Financial
15
LPL Financial
California
$991K
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$890K
FCM
17
Fortis Capital Management
Washington
$744K
CPA
18
Clear Point Advisors
New York
$703K
FFA
19
Farther Finance Advisors
California
$646K
FFN
20
Focus Financial Network
Minnesota
$596K
JPLA
21
Joseph P. Lucia & Associates
New York
$418K
BI
22
Ballast Inc
Kentucky
$418K
PA
23
PFG Advisors
Arizona
$366K
CPRC
24
Consolidated Portfolio Review Corp
New York
$338K
MML Investors Services
25
MML Investors Services
Massachusetts
$327K