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AllianzIM U.S. Equity Buffer20 Jul ETF

69 hedge funds and large institutions have $211M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

59% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 34

Holders
69
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
DWM
26
Diversify Wealth Management
Utah
$1.41M
WFS
27
WealthGarden F.S.
California
$1.39M
AWMI
28
Aegis Wealth Management (Iowa)
Iowa
$1.35M
IWMO
29
Integrated Wealth Management (Ohio)
Ohio
$1.25M
IA
30
IFP Advisors
Florida
$1.22M
LI
31
LifeWealth Investments
Florida
$1.22M
OMC
32
Old Mission Capital
Illinois
$1.16M
CA
33
Centennial Advisors
Texas
$1.13M
FTEA
34
Forty-three Eighteen Advisors
Arkansas
$1.08M
FFN
35
Focus Financial Network
Minnesota
$1.06M
CWS
36
Cypress Wealth Services
California
$1.04M
HI
37
Harbour Investments
Wisconsin
$1.02M
CRWM
38
Castle Rock Wealth Management
California
$960K
IFG
39
Independent Financial Group
California
$906K
SW
40
SMART Wealth
Nebraska
$765K
SWM
41
Spire Wealth Management
Virginia
$724K
JPLA
42
Joseph P. Lucia & Associates
New York
$687K
NFG
43
Nations Financial Group
Iowa
$643K
LAS
44
Lloyd Advisory Services
Georgia
$635K
KFG
45
Kingdom Financial Group
Arizona
$635K
GFG
46
Grantvest Financial Group
New Jersey
$603K
CPA
47
Clear Point Advisors
New York
$598K
PA
48
PFG Advisors
Arizona
$563K
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$444K
SI
50
Stirlingshire Investments
New York
$408K