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AllianzIM U.S. Equity Buffer20 Jul ETF

73 hedge funds and large institutions have $217M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

57% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 28

Holders
73
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFS
26
WealthGarden F.S.
California
$1.41M
DAS
27
Diversify Advisory Services
Utah
$1.4M
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.39M
IWMO
29
Integrated Wealth Management (Ohio)
Ohio
$1.31M
AWMI
30
Aegis Wealth Management (Iowa)
Iowa
$1.29M
CA
31
Centennial Advisors
Texas
$1.2M
FTEA
32
Forty-three Eighteen Advisors
Arkansas
$1.17M
SWM
33
Spire Wealth Management
Virginia
$1.15M
IA
34
IFP Advisors
Florida
$1.12M
FFN
35
Focus Financial Network
Minnesota
$1.07M
CWS
36
Cypress Wealth Services
California
$1.05M
CRWM
37
Castle Rock Wealth Management
California
$966K
OMC
38
Old Mission Capital
Illinois
$872K
SW
39
SMART Wealth
Nebraska
$771K
JPLA
40
Joseph P. Lucia & Associates
New York
$708K
KFG
41
Kingdom Financial Group
Arizona
$696K
NFG
42
Nations Financial Group
Iowa
$668K
CPA
43
Clear Point Advisors
New York
$643K
GS
44
GTS Securities
New York
$641K
GFG
45
Grantvest Financial Group
New Jersey
$622K
PA
46
PFG Advisors
Arizona
$567K
EWM
47
Elevation Wealth Management
Minnesota
$397K
SI
48
Stirlingshire Investments
New York
$386K
HWM
49
HB Wealth Management
Georgia
$366K
SB
50
Strategic Blueprint
Georgia
$353K