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AllianzIM US Large Cap Buffer20 Jul ETF

67 hedge funds and large institutions have $209M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.82% less ownership

Funds ownership: 70.1%66.28% (-3.8%)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

Holders
67
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
CWS
26
Cypress Wealth Services
California
$1.03M
IA
27
IFP Advisors
Florida
$1M
CRWM
28
Castle Rock Wealth Management
California
$945K
GI
29
Gradient Investments
Minnesota
$844K
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$788K
JPLA
31
Joseph P. Lucia & Associates
New York
$733K
NFG
32
Nations Financial Group
Iowa
$664K
CPA
33
Clear Point Advisors
New York
$652K
GFG
34
Grantvest Financial Group
New Jersey
$615K
PA
35
PFG Advisors
Arizona
$557K
Citadel Advisors
36
Citadel Advisors
Florida
$518K
JP Morgan Chase
37
JP Morgan Chase
New York
$507K
KFG
38
Kingdom Financial Group
Arizona
$497K
RA
39
RFG Advisory
Alabama
$471K
MFG
40
Merit Financial Group
Georgia
$440K
HWM
41
HB Wealth Management
Georgia
$359K
Goldman Sachs
42
Goldman Sachs
New York
$359K
PAS
43
Park Avenue Securities
New York
$332K
CPRC
44
Consolidated Portfolio Review Corp
New York
$321K
FHC
45
First Heartland Consultants
Missouri
$319K
FFA
46
Farther Finance Advisors
California
$317K
AWM
47
Accurate Wealth Management
Florida
$302K
MIAS
48
Mason Investment Advisory Services
Virginia
$295K
CAG
49
Csenge Advisory Group
Florida
$267K
AIM
50
Advyzon Investment Management
Illinois
$262K