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AllianzIM U.S. Equity Buffer20 Jul ETF

73 hedge funds and large institutions have $221M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

57% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 28

Holders
73
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
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$51.2M
AWM
2
AE Wealth Management
Kansas
$32.3M
Osaic Holdings
3
Osaic Holdings
Arizona
$13.5M
LAS
4
Lloyd Advisory Services
Georgia
$11.5M
LPL Financial
5
LPL Financial
California
$9.96M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.99M
CF
7
Centaurus Financial
California
$7.87M
AAM
8
American Asset Management
Florida
$5.98M
KAS
9
Kestra Advisory Services
Texas
$4.98M
LIWM
10
Long Island Wealth Management
New York
$4.8M
WIA
11
World Investment Advisors
California
$4.71M
Raymond James Financial
12
Raymond James Financial
Florida
$4.01M
AIMU
13
Allianz Investment Management US
Minnesota
$3.73M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.41M
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$3.4M
HBS
16
Howard Bailey Securities
Indiana
$3.17M
RA
17
RFG Advisory
Alabama
$3.12M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.95M
BW
19
BIP Wealth
Georgia
$2.65M
AIM
20
Advyzon Investment Management
Illinois
$2.48M
GLR
21
Great Lakes Retirement
Ohio
$2.25M
GCP
22
Guardian Capital (Pennsylvania)
Pennsylvania
$2.11M
ECA
23
Elevated Capital Advisors
Utah
$2.06M
CAG
24
Compass Advisory Group
New York
$1.79M
LI
25
LifeWealth Investments
Florida
$1.55M