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AllianzIM U.S. Large Cap Buffer20 Jun ETF

42 hedge funds and large institutions have $41.3M invested in AllianzIM U.S. Large Cap Buffer20 Jun ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
18
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1
American Asset Management
Florida
$5.71M -$54.8K -1,721 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.43M +$1.16M +36,473 +27%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.08M +$407K +13,454 +11%
ECA
4
Elevated Capital Advisors
Utah
$3.18M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.52M +$499K +15,665 +25%
KAS
6
Kestra Advisory Services
Texas
$2.31M +$710K +22,285 +44%
AWS
7
Atria Wealth Solutions
New York
$1.91M +$649K +20,371 +52%
Raymond James Financial
8
Raymond James Financial
Florida
$1.52M +$225K +7,048 +17%
SWM
9
Spire Wealth Management
Virginia
$1.28M +$664K +29,039 +108%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.19M +$244K +7,654 +26%
FFA
11
Farther Finance Advisors
California
$1.13M +$1.01M +31,624 +827%
HI
12
Harbour Investments
Wisconsin
$999K +$60.6K +1,903 +6%
GFG
13
Grantvest Financial Group
New Jersey
$712K -$37.4K -1,173 -5%
JSA
14
Jim Saulnier & Associates
Colorado
$617K +$247K +7,737 +66%
CF
15
Centaurus Financial
California
$592K -$34K -1,066 -5%
LPL Financial
16
LPL Financial
California
$576K +$154K +4,837 +37%
GRP
17
Global Retirement Partners
California
$572K +$572K +17,940 New
SOS
18
Silver Oak Securities
Tennessee
$561K +$561K +17,596 New
BDPWM
19
Barnes Dennig Private Wealth Management
Ohio
$504K +$504K +15,809 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$497K +$271K +8,519 +120%
FFN
21
Focus Financial Network
Minnesota
$467K +$95K +2,980 +26%
ACA
22
Aspire Capital Advisors
Washington
$466K +$466K +14,625 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$454K +$115K +3,607 +34%
AWM
24
AE Wealth Management
Kansas
$445K +$34.1K +1,071 +8%
BI
25
Ballast Inc
Kentucky
$395K +$395K +12,411 New