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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
AAM
1
American Asset Management
Florida
$41.5M -$343K -9,392 -0.8%
AWM
2
AE Wealth Management
Kansas
$37.6M +$834K +22,853 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.9M +$1.48M +40,656 +8%
Raymond James Financial
4
Raymond James Financial
Florida
$14.4M +$186K +5,081 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$10.3M -$823K -22,550 -7%
LPL Financial
6
LPL Financial
California
$9.3M +$3.06M +83,789 +50%
OWA
7
Outlook Wealth Advisors
Texas
$8.76M +$4.15M +113,739 +93%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$8.56M -$1.24M -33,979 -13%
KAS
9
Kestra Advisory Services
Texas
$6.89M -$24K -656 -0.4%
FWM
10
FSR Wealth Management
Illinois
$5.55M -$139K -3,798 -2%
BWM
11
BCGM Wealth Management
Indiana
$4.61M
CAG
12
Compass Advisory Group
New York
$4.29M -$191K -5,225 -4%
AIMU
13
Allianz Investment Management US
Minnesota
$3.79M +$3.65M +99,951 +3,998%
LIWM
14
Long Island Wealth Management
New York
$3.59M -$20.8K -570 -0.6%
AWMI
15
Aegis Wealth Management (Iowa)
Iowa
$3.16M +$3.12M +85,356 New
PA
16
PFG Advisors
Arizona
$2.7M +$2.02M +55,304 +315%
AIM
17
Advyzon Investment Management
Illinois
$2.48M +$2.18M +59,802 +827%
NA
18
Networth Advisors
Pennsylvania
$2.32M +$2.29M +62,796 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.2M -$242K -6,627 -10%
IA
20
IFP Advisors
Florida
$2.19M -$22.3K -612 -1%
CF
21
Centaurus Financial
California
$2.11M -$288K -7,889 -12%
GCP
22
Guardian Capital (Pennsylvania)
Pennsylvania
$2.11M +$2.08M +57,007 New
IWMO
23
Integrated Wealth Management (Ohio)
Ohio
$1.66M +$1.64M +44,849 New
BWAM
24
Blue Water Asset Management
Michigan
$1.61M +$1.59M +43,605 New
JPLA
25
Joseph P. Lucia & Associates
New York
$1.55M -$164K -4,505 -10%

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.