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AllianzIM US Large Cap Buffer20 Jul ETF
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Overview Fund Activity

55 hedge funds and large institutions have $145M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
16
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
+$4.36M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.02M
3
LIWM
Long Island Wealth Management
New York
+$2.77M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.74M
5
LPL Financial
LPL Financial
California
+$963K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.6M
2
AWS
Atria Wealth Solutions
New York
-$721K
3
WG
Wealth Group
North Carolina
-$603K
4
OMC
Old Mission Capital
Illinois
-$415K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
26
Clear Point Advisors
New York
$639K – – –
BI
27
Ballast Inc
Kentucky
$624K +$624K +16,795 New
JPLA
28
Joseph P. Lucia & Associates
New York
$624K +$624K +16,795 New
GM
29
GeoWealth Management
Illinois
$498K +$52.5K +1,413 +12%
RA
30
RFG Advisory
Alabama
$456K – – –
MFG
31
Merit Financial Group
Georgia
$426K +$426K +11,467 New
PA
32
PFG Advisors
Arizona
$420K +$11.2K +300 +3%
UBS Group
33
UBS Group
Switzerland
$379K +$30.1K +809 +9%
HWM
34
HB Wealth Management
Georgia
$348K – – –
PAS
35
Park Avenue Securities
New York
$322K – – –
FFA
36
Farther Finance Advisors
California
$307K – – –
HAS
37
HBW Advisory Services
California
$304K – – –
AWM
38
Accurate Wealth Management
Florida
$297K -$7.46K -200 -2%
AWM
39
AE Wealth Management
Kansas
$261K +$27.6K +743 +12%
DFA
40
DHJJ Financial Advisors
Illinois
$241K -$22.2K -597 -8%
FHC
41
First Heartland Consultants
Missouri
$219K -$18K -483 -8%
BWM
42
BCGM Wealth Management
Indiana
$203K +$203K +5,467 New
AIMU
43
Allianz Investment Management US
Minnesota
$186K – – –
SWM
44
Spire Wealth Management
Virginia
$177K -$285K -7,655 -62%
Barclays
45
Barclays
United Kingdom
$148K +$142K +3,829 +2,470%
AF
46
Advisornet Financial
Minnesota
$128K – – –
NB
47
NBT Bank
New York
$97.8K – – –
GRP
48
Global Retirement Partners
California
$55.8K +$55.8K +1,500 New
CFD
49
Creative Financial Designs
Indiana
$43.4K – – –
Morgan Stanley
50
Morgan Stanley
New York
$37.2K – – –
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