AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
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.
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: 5 → 6 (+1)
7% more capital invested
Capital invested by funds: $336M → $358M (+$21.9M)
4% more funds holding
Funds holding: 77 → 80 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$12.3M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.4M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.76M |
| 4 |
LIWM
Long Island Wealth Management
Melville,
New York
|
+$1.69M |
| 5 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.6M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$2.06M |
| 3 |
KCM
Kaye Capital Management
El Segundo,
California
|
-$1.4M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.31M |
| 5 |
LRWM
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
-$984K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Barclays
London,
United Kingdom
| $9.15K | +$8.8K | +262 | New |
|
|
RWPA
77
Richard W. Paul & Associates
Novi,
Michigan
| $6.5K | – | – | – |
|
|
GRP
78
Global Retirement Partners
San Rafael,
California
| $5.59K | +$5.37K | +160 | New |
|
|
PA
79
Pineridge Advisors
St. Charles,
Missouri
| $2.73K | -$29.5K | -879 | -92% |
|
|
CAWM
80
Capital A Wealth Management
New Castle,
Pennsylvania
| $2.27K | -$45.1K | -1,344 | -95% |
|
|
AWA
81
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$2.06M | -61,965 | Closed |
|
|
LRWM
82
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| – | -$984K | -29,629 | Closed |
|
|
VCM
83
Virtue Capital Management
Brentwood,
Tennessee
| – | -$949K | -28,591 | Closed |
|
|
SG
84
StoneX Group
New York
| – | -$730K | -21,970 | Closed |
|
85
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$264K | -7,955 | Closed |
|
86
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -56 | Closed |
|
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.