JULW icon

AllianzIM US Large Cap Buffer20 Jul ETF

55 hedge funds and large institutions have $139M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

0.77% less ownership

Funds ownership: 70.87%70.1% (-0.77%)

Holders
55
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$54M
Osaic Holdings
2
Osaic Holdings
Arizona
$11.9M
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$10.9M
CF
4
Centaurus Financial
California
$9.18M
AAM
5
American Asset Management
Florida
$5.8M
KAS
6
Kestra Advisory Services
Texas
$5.67M
LIWM
7
Long Island Wealth Management
New York
$4.52M
LPL Financial
8
LPL Financial
California
$3.36M
SB
9
Strategic Blueprint
Georgia
$3.08M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.6M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.35M
ECA
12
Elevated Capital Advisors
Utah
$2.23M
AWS
13
Atria Wealth Solutions
New York
$2.15M
WFS
14
WealthGarden F.S.
California
$1.89M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.86M
CAG
16
Compass Advisory Group
New York
$1.73M
DAS
17
Diversify Advisory Services
Utah
$1.42M
Raymond James Financial
18
Raymond James Financial
Florida
$1.42M
HI
19
Harbour Investments
Wisconsin
$1.09M
FFN
20
Focus Financial Network
Minnesota
$1.06M
IA
21
IFP Advisors
Florida
$969K
GI
22
Gradient Investments
Minnesota
$953K
CRWM
23
Castle Rock Wealth Management
California
$934K
GFG
24
Grantvest Financial Group
New Jersey
$685K
NFG
25
Nations Financial Group
Iowa
$657K