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AllianzIM US Large Cap Buffer20 Jul ETF
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Overview Fund Activity

54 hedge funds and large institutions have $143M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
15
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$9.18M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$16.6M
3
LIWM
3
Long Island Wealth Management
New York
$4.52M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$54M
5
LPL Financial
5
LPL Financial
California
$3.36M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.35M
2
AWS
2
Atria Wealth Solutions
New York
$2.15M
3
WG
3
Wealth Group
North Carolina
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.6K
Name Market Value Shares Shares
Change 		Shares
Change %
BI
26
Ballast Inc
Kentucky
$624K 16,795 +16,795 New
JPLA
27
Joseph P. Lucia & Associates
New York
$624K 16,795 +16,795 New
GM
28
GeoWealth Management
Illinois
$498K 13,405 +1,413 +12%
RA
29
RFG Advisory
Alabama
$456K 12,264 – –
MFG
30
Merit Financial Group
Georgia
$426K 11,467 +11,467 New
PA
31
PFG Advisors
Arizona
$420K 11,287 +300 +3%
UBS Group
32
UBS Group
Switzerland
$379K 10,187 +809 +9%
HWM
33
HB Wealth Management
Georgia
$348K 9,357 – –
PAS
34
Park Avenue Securities
New York
$322K 8,654 – –
FFA
35
Farther Finance Advisors
California
$307K 8,258 – –
HAS
36
HBW Advisory Services
California
$304K 8,177 – –
AWM
37
Accurate Wealth Management
Florida
$297K 7,976 -200 -2%
AWM
38
AE Wealth Management
Kansas
$261K 7,013 +743 +12%
DFA
39
DHJJ Financial Advisors
Illinois
$241K 6,496 -597 -8%
FHC
40
First Heartland Consultants
Missouri
$219K 5,882 -483 -8%
BWM
41
BCGM Wealth Management
Indiana
$203K 5,467 +5,467 New
AIMU
42
Allianz Investment Management US
Minnesota
$186K 5,000 – –
SWM
43
Spire Wealth Management
Virginia
$177K 4,767 -7,655 -62%
Barclays
44
Barclays
United Kingdom
$148K 3,984 +3,829 +2,470%
AF
45
Advisornet Financial
Minnesota
$128K 3,453 – –
NB
46
NBT Bank
New York
$97.8K 2,630 – –
GRP
47
Global Retirement Partners
California
$55.8K 1,500 +1,500 New
CFD
48
Creative Financial Designs
Indiana
$43.4K 1,167 – –
Morgan Stanley
49
Morgan Stanley
New York
$37.2K 1,000 – –
SPIA
50
Steward Partners Investment Advisory
New York
$25.3K 680 – –
1
2
3