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AllianzIM U.S. Equity Buffer20 Jan ETF

66 hedge funds and large institutions have $205M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.81% less ownership

Funds ownership: 72.79%69.99% (-2.8%)

18% less funds holding

Funds holding: 8066 (-14)

43% less capital invested

Capital invested by funds: $358M → $205M (-$153M)

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

83% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 41

Holders
66
Holders Change
-14
Holders Change %
-17.5%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
6
Increased
7
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
51
Lloyd Advisory Services
Georgia
$242K -$14.2M -399,032 -98%
Citadel Advisors
52
Citadel Advisors
Florida
$234K -$131K -3,699 -36%
CW
53
CreativeOne Wealth
Kansas
$212K
NS
54
NBC Securities
Alabama
$210K
RAG
55
RIA Advisory Group
Iowa
$204K +$200K +5,640 New
DFA
56
DHJJ Financial Advisors
Illinois
$201K -$12.4K -350 -6%
Q1WB
57
Quest 10 Wealth Builders
Virginia
$188K -$434K -12,202 -70%
CFD
58
Creative Financial Designs
Indiana
$173K -$1.17K -33 -0.7%
FFA
59
Farther Finance Advisors
California
$149K
AIMU
60
Allianz Investment Management US
Minnesota
$90.3K
GM
61
GeoWealth Management
Illinois
$83.9K -$3.67M -103,156 -98%
Comerica Bank
62
Comerica Bank
Texas
$77.3K
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$40K
DRP
64
Decker Retirement Planning
Utah
$25.5K -$31.2K -877 -55%
SPIA
65
Steward Partners Investment Advisory
New York
$24.9K -$604 -17 -2%
UBS Group
66
UBS Group
Switzerland
$9.9K -$153K -4,298 -94%
BOSSRA
67
B.O.S.S. Retirement Advisors
Utah
-$6.98M -199,928 Closed
HBS
68
Howard Bailey Securities
Indiana
-$4.23M -121,116 Closed
TAP
69
Tounjian Advisory Partners
Florida
-$2.82M -85,030 Closed
GLR
70
Great Lakes Retirement
Ohio
-$2.6M -74,445 Closed
SW
71
SMART Wealth
Nebraska
-$1.97M -56,252 Closed
KWM
72
Kingsview Wealth Management
Oregon
-$780K -22,320 Closed
PSFG
73
Park Square Financial Group
Georgia
-$699K -20,017 Closed
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
-$608K -17,411 Closed
KFG
75
Kingdom Financial Group
Arizona
-$545K -15,598 Closed

JANW Hedge Fund Activity: Q3 2025 in Review

66 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q3 2025, worth a combined $205M — down 43% from $358M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of JANW and 6 opened new positions — a net loss of 11 holders — while 41 trimmed existing stakes and 7 added.

The largest buyer was LPL Financial, adding an estimated $4.12M. The largest seller was AE Wealth Management, cutting an estimated $85.3M.

  • 66 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q3 2025, down from 80 in Q2 2025.
  • Funds reported $205M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q3 2025, down 43% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q3 2025 and 17 closed out, a net change of -11 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q3 2025 was LPL Financial, an estimated $4.12M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q3 2025 was AE Wealth Management, an estimated $85.3M sold.

Based on aggregated 13F filings for Q3 2025.