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AllianzIM U.S. Equity Buffer20 Jan ETF

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: 24 (+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: 6670 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LI
51
LifeWealth Investments
Florida
$318K -$311K -8,524 -50%
SL
52
Sentinus LLC
Illinois
$310K
MC
53
Moors & Cabot
Massachusetts
$292K
W
54
Wealthquest
Ohio
$279K +$275K +7,540 New
CW
55
CreativeOne Wealth
Kansas
$217K
NS
56
NBC Securities
Alabama
$212K -$2.77K -76 -1%
RAG
57
RIA Advisory Group
Iowa
$209K
Q1WB
58
Quest 10 Wealth Builders
Virginia
$208K +$15K +410 +8%
DFA
59
DHJJ Financial Advisors
Illinois
$206K
CFD
60
Creative Financial Designs
Indiana
$151K -$26.4K -724 -15%
KFG
61
Kingdom Financial Group
Arizona
$132K +$131K +3,577 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$120K +$77.6K +2,126 +193%
FFA
63
Farther Finance Advisors
California
$104K -$48.7K -1,333 -32%
A
64
Allianz
Germany
$92.5K +$91.3K +2,500 New
GM
65
GeoWealth Management
Illinois
$85.9K
Comerica Bank
66
Comerica Bank
Texas
$79.1K
KCM
67
Key Capital Management
Tennessee
$33.8K +$33.3K +913 New
DRP
68
Decker Retirement Planning
Utah
$28.1K +$2.01K +55 +8%
SPIA
69
Steward Partners Investment Advisory
New York
$25.5K
AssetMark Inc
70
AssetMark Inc
California
$3.52K +$3.47K +95 New
GI
71
Gradient Investments
Minnesota
-$1.89M -52,357 Closed
CPRC
72
Consolidated Portfolio Review Corp
New York
-$898K -24,861 Closed
OMC
73
Old Mission Capital
Illinois
-$850K -23,508 Closed
SB
74
Strategic Blueprint
Georgia
-$603K -16,683 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-$429K -11,881 Closed

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.