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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
AWM
1
AE Wealth Management
Kansas
$118M +$2.4M +71,336 +2%
AAM
2
American Asset Management
Florida
$40.1M -$637K -18,979 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$31.1M +$12.3M +365,485 +70%
LAS
4
Lloyd Advisory Services
Georgia
$14.2M -$554K -16,495 -4%
Raymond James Financial
5
Raymond James Financial
Florida
$13.3M +$425K +12,664 +3%
FWM
6
FSR Wealth Management
Illinois
$12M -$22K -656 -0.2%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.6M -$11.6M -344,522 -51%
OWA
8
Outlook Wealth Advisors
Texas
$10.2M -$101K -3,003 -1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$9.5M +$530K +15,786 +6%
KAS
10
Kestra Advisory Services
Texas
$7.05M -$214K -6,381 -3%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$6.98M +$45.4K +1,353 +0.7%
LI
12
LifeWealth Investments
Florida
$5.07M +$594K +17,694 +14%
BWM
13
BCGM Wealth Management
Indiana
$4.4M -$6.25K -186 -0.1%
CAG
14
Compass Advisory Group
New York
$4.28M -$194K -5,781 -5%
HBS
15
Howard Bailey Securities
Indiana
$4.23M +$241K +7,176 +6%
GM
16
GeoWealth Management
Illinois
$3.68M +$515K +15,349 +17%
AWS
17
Atria Wealth Solutions
New York
$3.54M -$109K -3,254 -3%
LIWM
18
Long Island Wealth Management
New York
$3.46M +$1.69M +50,247 +103%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.35M -$589K -17,542 -15%
TAP
20
Tounjian Advisory Partners
Florida
$2.82M -$36.5K -1,086 -1%
GLR
21
Great Lakes Retirement
Ohio
$2.6M -$225K -6,704 -8%
CF
22
Centaurus Financial
California
$2.46M -$1.31M -39,065 -36%
FA
23
FSA Advisors
Michigan
$2.19M +$442K +13,175 +27%
IA
24
IFP Advisors
Florida
$2.09M -$17K -506 -0.8%
SAW
25
Signal Advisors Wealth
Michigan
$2.04M +$1.55M +46,029 +369%

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.