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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
AAM
1
American Asset Management
Florida
$40.9M -$595K -16,727 -1%
AWM
2
AE Wealth Management
Kansas
$35.8M -$85.3M -2,399,725 -71%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19M -$13M -364,427 -41%
Raymond James Financial
4
Raymond James Financial
Florida
$13.9M +$171K +4,814 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$10.8M -$1.07M -30,179 -9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.59M -$233K -6,549 -2%
KAS
7
Kestra Advisory Services
Texas
$6.75M -$526K -14,807 -7%
LPL Financial
8
LPL Financial
California
$6.05M +$4.12M +115,786 +224%
FWM
9
FSR Wealth Management
Illinois
$5.56M -$6.77M -190,387 -55%
BWM
10
BCGM Wealth Management
Indiana
$4.5M -$53.3K -1,499 -1%
OWA
11
Outlook Wealth Advisors
Texas
$4.44M -$6.02M -169,449 -58%
CAG
12
Compass Advisory Group
New York
$4.38M -$48.2K -1,356 -1%
LIWM
13
Long Island Wealth Management
New York
$3.53M -$48.3K -1,359 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.38M -$1.07M -30,026 -31%
CF
15
Centaurus Financial
California
$2.35M -$188K -5,282 -8%
IA
16
IFP Advisors
Florida
$2.16M -$3.31K -93 -0.2%
GI
17
Gradient Investments
Minnesota
$1.89M
MFN
18
Midwest Financial Network
Illinois
$1.75M +$71.1K +1,999 +4%
JPLA
19
Joseph P. Lucia & Associates
New York
$1.68M -$134K -3,780 -8%
GFG
20
Grantvest Financial Group
New Jersey
$1.52M -$34.7K -977 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.48M -$58.5K -1,646 -4%
SWM
22
Spire Wealth Management
Virginia
$1.47M -$182K -5,119 -11%
SAW
23
Signal Advisors Wealth
Michigan
$1.35M -$753K -21,171 -36%
CPA
24
Clear Point Advisors
New York
$1.35M -$17.2K -484 -1%
HI
25
Harbour Investments
Wisconsin
$1.3M -$94.9K -2,670 -7%

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.