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AllianzIM U.S. Equity Buffer20 Jan ETF

80 hedge funds and large institutions have $358M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more capital invested

Capital invested by funds: $336M → $358M (+$21.9M)

4% more funds holding

Funds holding: 7780 (+3)

0.5% less ownership

Funds ownership: 73.29%72.79% (-0.5%)

46% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 37

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
9
Increased
20
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
SMART Wealth
Nebraska
$1.97M +$83.3K +2,482 +5%
GI
27
Gradient Investments
Minnesota
$1.83M +$1.76M +52,357 New
LPL Financial
28
LPL Financial
California
$1.81M +$798K +23,770 +85%
JPLA
29
Joseph P. Lucia & Associates
New York
$1.75M -$7.39K -220 -0.4%
MFN
30
Midwest Financial Network
Illinois
$1.62M -$26K -774 -2%
SWM
31
Spire Wealth Management
Virginia
$1.6M -$126K -3,764 -8%
BFAG
32
Blackston Financial Advisory Group
Florida
$1.54M +$472K +14,044 +47%
GFG
33
Grantvest Financial Group
New Jersey
$1.5M -$40K -1,191 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.49M -$167K -4,960 -10%
CAG
35
Csenge Advisory Group
Florida
$1.38M +$236K +7,033 +21%
HI
36
Harbour Investments
Wisconsin
$1.35M -$168 -5 -0%
CPA
37
Clear Point Advisors
New York
$1.32M
KCM
38
Kaye Capital Management
California
$1.19M -$1.4M -41,563 -55%
MWM
39
Modern Wealth Management
Kansas
$1.19M +$1.15M +34,191 New
SPC
40
Sigma Planning Corp
Michigan
$1.14M -$11.2K -335 -1%
CRWM
41
Castle Rock Wealth Management
California
$996K
ECA
42
Elevated Capital Advisors
Utah
$927K
NFG
43
Nations Financial Group
Iowa
$871K -$19.9K -594 -2%
CPRC
44
Consolidated Portfolio Review Corp
New York
$868K +$835K +24,861 New
KWM
45
Kingsview Wealth Management
Oregon
$780K -$11.1K -332 -1%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$733K
AWA
47
Arkadios Wealth Advisors
Georgia
$723K +$695K +20,686 New
PSFG
48
Park Square Financial Group
Georgia
$699K +$490K +14,580 +268%
PA
49
PFG Advisors
Arizona
$614K -$14.6K -436 -2%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$608K -$1.75K -52 -0.3%

JANW Hedge Fund Activity: Q2 2025 in Review

80 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q2 2025, worth a combined $358M — up 6.5% from $336M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JANW positions and 6 closed out — a net gain of 3 holders — while 20 added to existing stakes and 37 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $12.3M. The largest seller was Osaic Holdings, cutting an estimated $11.6M.

  • 80 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q2 2025, up from 77 in Q1 2025.
  • Funds reported $358M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 9 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q2 2025 and 6 closed out, a net change of +3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q2 2025 was Commonwealth Equity Services, an estimated $12.3M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q2 2025 was Osaic Holdings, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2025.