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AllianzIM US Large Cap Buffer20 Jul ETF

54 hedge funds and large institutions have $123M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-5
Holders Change %
-8.47%
% 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
6
Increased
8
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
26
Clear Point Advisors
New York
$593K -$45.7K -1,327 -7%
SWM
27
Spire Wealth Management
Virginia
$428K -$179K -5,197 -29%
RA
28
RFG Advisory
Alabama
$423K -$5.69K -165 -1%
OMC
29
Old Mission Capital
Illinois
$415K +$415K +12,042 New
GM
30
GeoWealth Management
Illinois
$413K +$99.6K +2,891 +32%
PA
31
PFG Advisors
Arizona
$379K
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$344K +$344K +9,991 New
UBS Group
33
UBS Group
Switzerland
$323K +$319K +9,264 +8,126%
HWM
34
HB Wealth Management
Georgia
$322K
PAS
35
Park Avenue Securities
New York
$298K
FFA
36
Farther Finance Advisors
California
$285K
HAS
37
HBW Advisory Services
California
$282K -$18.4K -534 -6%
AWM
38
Accurate Wealth Management
Florida
$275K -$7.21K -214 -3%
DFA
39
DHJJ Financial Advisors
Illinois
$244K -$18.7K -542 -7%
FHC
40
First Heartland Consultants
Missouri
$219K -$1.14K -33 -0.5%
AWM
41
AE Wealth Management
Kansas
$216K -$43.2K -1,252 -17%
AIMU
42
Allianz Investment Management US
Minnesota
$169K
AF
43
Advisornet Financial
Minnesota
$119K
NB
44
NBT Bank
New York
$90.6K
CFD
45
Creative Financial Designs
Indiana
$40.2K
Morgan Stanley
46
Morgan Stanley
New York
$34.5K
NS
47
NBC Securities
Alabama
$24K +$24K +700 New
SPIA
48
Steward Partners Investment Advisory
New York
$23.4K
PSFG
49
Park Square Financial Group
Georgia
$17K +$17K +494 New
PA
50
Pineridge Advisors
Missouri
$14.3K