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AllianzIM U.S. Equity Buffer20 Feb ETF

50 hedge funds and large institutions have $83.2M invested in AllianzIM U.S. Equity Buffer20 Feb ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

17% more capital invested

Capital invested by funds: $71.2M → $83.2M (+$12M)

6% more funds holding

Funds holding: 4750 (+3)

1.54% more ownership

Funds ownership: 70.46%72% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
21
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$11.7M -$2M -58,810 -14%
KAS
2
Kestra Advisory Services
Texas
$10.1M +$1.75M +51,370 +21%
LPL Financial
3
LPL Financial
California
$9.76M +$5.32M +156,541 +116%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.64M +$331K +9,733 +4%
A
5
Allianz
Germany
$5.24M +$5.15M +151,481 +3,030%
AAM
6
American Asset Management
Florida
$5.1M -$308K -9,062 -6%
Raymond James Financial
7
Raymond James Financial
Florida
$3.65M +$445K +13,092 +14%
SWM
8
Spire Wealth Management
Virginia
$2.85M +$1.71M +50,346 +144%
MWM
9
Modern Wealth Management
Kansas
$2.46M -$28.4K -834 -1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.31M +$147K +4,338 +7%
HI
11
Harbour Investments
Wisconsin
$2.08M +$730K +21,457 +53%
WIA
12
World Investment Advisors
California
$2.02M +$2.05M +60,210 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.27M -$77.2K -2,271 -6%
FFN
14
Focus Financial Network
Minnesota
$1.22M +$614K +18,047 +97%
JSA
15
Jim Saulnier & Associates
Colorado
$1.17M -$36.2K -1,066 -3%
OMC
16
Old Mission Capital
Illinois
$1.04M -$210K -6,179 -17%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$925K +$216K +6,356 +30%
FTEA
18
Forty-three Eighteen Advisors
Arkansas
$884K
FFA
19
Farther Finance Advisors
California
$827K +$222K +6,523 +36%
JPLA
20
Joseph P. Lucia & Associates
New York
$826K +$409K +12,025 +95%
CPA
21
Clear Point Advisors
New York
$737K
FHC
22
First Heartland Consultants
Missouri
$723K +$4.93K +145 +0.7%
AFS
23
Access Financial Services
Minnesota
$702K +$713K +20,980 New
FCM
24
Fortis Capital Management
Washington
$642K -$140K -4,117 -18%
IFG
25
Independent Financial Group
California
$619K +$6.39K +188 +1%