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AllianzIM U.S. Large Cap Buffer20 Jan ETF

79 hedge funds and large institutions have $353M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.59% less ownership

Funds ownership: 72.34%71.75% (-0.59%)

49% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 37

Holders
79
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
SW
26
SMART Wealth
Nebraska
$1.97M
GI
27
Gradient Investments
Minnesota
$1.83M
LPL Financial
28
LPL Financial
California
$1.81M
JPLA
29
Joseph P. Lucia & Associates
New York
$1.75M
SWM
30
Spire Wealth Management
Virginia
$1.6M
BFAG
31
Blackston Financial Advisory Group
Florida
$1.54M
GFG
32
Grantvest Financial Group
New Jersey
$1.5M
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.49M
CAG
34
Csenge Advisory Group
Florida
$1.38M
HI
35
Harbour Investments
Wisconsin
$1.35M
CPA
36
Clear Point Advisors
New York
$1.32M
KCM
37
Kaye Capital Management
California
$1.19M
MWM
38
Modern Wealth Management
Kansas
$1.19M
SPC
39
Sigma Planning Corp
Michigan
$1.14M
CRWM
40
Castle Rock Wealth Management
California
$996K
ECA
41
Elevated Capital Advisors
Utah
$927K
NFG
42
Nations Financial Group
Iowa
$871K
CPRC
43
Consolidated Portfolio Review Corp
New York
$868K
KWM
44
Kingsview Wealth Management
Oregon
$780K
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$733K
AWA
46
Arkadios Wealth Advisors
Georgia
$723K
PSFG
47
Park Square Financial Group
Georgia
$699K
PA
48
PFG Advisors
Arizona
$614K
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$608K
Q1WB
50
Quest 10 Wealth Builders
Virginia
$608K