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AllianzIM U.S. Equity Buffer20 Jan ETF

86 hedge funds and large institutions have $259M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more funds holding

Funds holding: 7086 (+16)

13% more capital invested

Capital invested by funds: $229M → $259M (+$29.3M)

1.17% less ownership

Funds ownership: 79.99%78.82% (-1.2%)

Holders
86
Holders Change
+16
Holders Change %
+22.86%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
21
Increased
33
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
American Asset Management
Florida
$40.1M -$878K -23,724 -2%
AWM
2
AE Wealth Management
Kansas
$37M -$53.9K -1,455 -0.1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$21.5M +$820K +22,155 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$15.4M +$1.21M +32,625 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$10.8M +$598K +16,143 +6%
LPL Financial
6
LPL Financial
California
$10.1M +$955K +25,808 +10%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$9.46M +$1.03M +27,819 +12%
KAS
8
Kestra Advisory Services
Texas
$8.44M +$1.67M +45,218 +24%
PIS
9
POM Investment Strategies
North Carolina
$7.62M +$7.73M +208,819 New
FWM
10
FSR Wealth Management
Illinois
$5.45M -$19.5K -528 -0.4%
A
11
Allianz
Germany
$5.16M +$5.14M +138,996 +5,560%
AIM
12
Advyzon Investment Management
Illinois
$5.01M +$2.6M +70,229 +105%
BWM
13
BCGM Wealth Management
Indiana
$4.54M
OWA
14
Outlook Wealth Advisors
Texas
$4.29M -$4.41M -119,014 -50%
CAG
15
Compass Advisory Group
New York
$4.22M -$14.7K -396 -0.3%
GCP
16
Guardian Capital (Pennsylvania)
Pennsylvania
$3.79M +$1.74M +46,897 +82%
LIWM
17
Long Island Wealth Management
New York
$3.46M -$81.4K -2,200 -2%
AWMI
18
Aegis Wealth Management (Iowa)
Iowa
$3.21M +$97.2K +2,626 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.19M +$1.04M +28,160 +47%
WIA
20
World Investment Advisors
California
$2.95M +$3M +80,982 New
CF
21
Centaurus Financial
California
$2.93M +$858K +23,175 +41%
SWM
22
Spire Wealth Management
Virginia
$2.56M +$1.31M +35,411 +102%
FFA
23
Farther Finance Advisors
California
$2.31M +$2.23M +60,339 +2,157%
NA
24
Networth Advisors
Pennsylvania
$2.26M -$28.4K -766 -1%
IA
25
IFP Advisors
Florida
$2.19M +$36.4K +984 +2%