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AllianzIM US Large Cap Buffer10 Jul ETF

37 hedge funds and large institutions have $37.8M invested in AllianzIM US Large Cap Buffer10 Jul ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-6
Holders Change %
-13.95%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
6
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
1
WealthPlan Investment Management
Nebraska
$8.01M +$8.01M +209,504 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.59M -$261K -6,829 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.56M -$1.76M -45,961 -24%
WP
4
WealthPLAN Partners
Nebraska
$3.72M +$3.72M +97,178 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.49M +$13.5K +353 +0.9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.38M -$113K -2,960 -8%
JSA
7
Jim Saulnier & Associates
Colorado
$1.29M
CF
8
Centaurus Financial
California
$1.19M -$43.8K -1,144 -4%
AWS
9
Atria Wealth Solutions
New York
$1.14M -$314K -8,204 -22%
GFG
10
Grantvest Financial Group
New Jersey
$922K
AA
11
Armis Advisers
Georgia
$714K
SL
12
Sentinus LLC
Illinois
$635K
MML Investors Services
13
MML Investors Services
Massachusetts
$591K -$4.67K -122 -0.8%
MCC
14
Money Concepts Capital
Florida
$464K +$11.5K +300 +3%
LPL Financial
15
LPL Financial
California
$352K -$20.2K -529 -5%
FFN
16
Focus Financial Network
Minnesota
$343K -$191 -5 -0.1%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$323K -$3.83K -100 -1%
OMC
18
Old Mission Capital
Illinois
$317K -$761K -19,902 -71%
NF
19
Nvest Financial
New Hampshire
$305K +$5.55K +145 +2%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$266K -$153 -4 -0.1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$251K -$121K -3,162 -32%
Raymond James Financial
22
Raymond James Financial
Florida
$243K -$536 -14 -0.2%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$220K +$25.2K +660 +13%
NFG
24
Nations Financial Group
Iowa
$217K -$95.7K -2,502 -31%
AWM
25
AE Wealth Management
Kansas
$216K -$30.7K -803 -12%