We are live on ! Find out more
JANW icon

AllianzIM U.S. Equity Buffer20 Jan ETF
JANW

70 hedge funds and large institutions have $229M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

12% more capital invested

Capital invested by funds: $205M → $229M (+$24.7M)

10% more ownership

Funds ownership: 69.99% → 79.99% (+10%)

6% more funds holding

Funds holding: 66 → 70 (+4)

26% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 27

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
20
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OWA
Outlook Wealth Advisors
Texas
+$4.15M
2
AIMU
Allianz Investment Management US
Minnesota
+$3.65M
3
LPL Financial
LPL Financial
California
+$3.06M
4
AIM
Advyzon Investment Management
Illinois
+$2.18M
5
PA
PFG Advisors
Arizona
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$1.89M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.24M
3
CPRC
Consolidated Portfolio Review Corp
New York
-$898K
4
MWM
Modern Wealth Management
Kansas
-$870K
5
OMC
Old Mission Capital
Illinois
-$850K
Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
26
Grantvest Financial Group
New Jersey
$1.52M -$33.2K -910 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.42M -$100K -2,750 -7%
FA
28
FSA Advisors
Michigan
$1.34M +$181K +4,955 +16%
MFN
29
Midwest Financial Network
Illinois
$1.32M -$461K -12,629 -26%
HI
30
Harbour Investments
Wisconsin
$1.31M -$27.6K -756 -2%
SWM
31
Spire Wealth Management
Virginia
$1.29M -$210K -5,748 -14%
CPA
32
Clear Point Advisors
New York
$1.22M -$159K -4,360 -12%
CRWM
33
Castle Rock Wealth Management
California
$1.22M +$168K +4,596 +16%
SPC
34
Sigma Planning Corp
Michigan
$1.22M +$27.2K +744 +2%
ECA
35
Elevated Capital Advisors
Utah
$1.08M +$27.2K +745 +3%
LAS
36
Lloyd Advisory Services
Georgia
$968K +$710K +19,436 +290%
NFG
37
Nations Financial Group
Iowa
$900K -$8.21K -225 -0.9%
BFAG
38
Blackston Financial Advisory Group
Florida
$850K +$93.6K +2,563 +13%
CIA
39
Concurrent Investment Advisors
Florida
$760K +$7.05K +193 +0.9%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$683K -$53.4K -1,463 -7%
SW
41
SMART Wealth
Nebraska
$659K +$650K +17,809 New
AWA
42
Arkadios Wealth Advisors
Georgia
$652K – – –
SAW
43
Signal Advisors Wealth
Michigan
$650K -$722K -19,775 -53%
FFN
44
Focus Financial Network
Minnesota
$532K -$33.3K -912 -6%
BW
45
BIP Wealth
Georgia
$527K +$519K +14,228 New
PAS
46
Park Avenue Securities
New York
$440K -$57.8K -1,582 -12%
CAG
47
Csenge Advisory Group
Florida
$415K +$20.8K +569 +5%
MWM
48
Modern Wealth Management
Kansas
$398K -$870K -23,826 -69%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$388K +$19K +520 +5%
SI
50
Stirlingshire Investments
New York
$387K +$382K +10,456 New
1
2
3 4

JANW Hedge Fund Activity: Q4 2025 in Review

70 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q4 2025, worth a combined $229M — up 12% from $205M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JANW positions and 9 closed out — a net gain of 4 holders — while 20 added to existing stakes and 27 trimmed.

The largest buyer was Outlook Wealth Advisors, adding an estimated $4.15M. The largest seller was Gradient Investments, exiting entirely with an estimated $1.89M sold.

  • 70 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q4 2025, up from 66 in Q3 2025.
  • Funds reported $229M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q4 2025, up 12% quarter-over-quarter.
  • 13 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q4 2025 and 9 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q4 2025 was Outlook Wealth Advisors, an estimated $4.15M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q4 2025 was Gradient Investments, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2025.