We are live on ! Find out more
MART icon

AllianzIM U.S. Equity Buffer10 Mar ETF

20 hedge funds and large institutions have $21M invested in AllianzIM U.S. Equity Buffer10 Mar ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

10% more capital invested

Capital invested by funds: $19.1M → $21M (+$1.96M)

1.37% more ownership

Funds ownership: 73.22%74.59% (+1.4%)

9% less funds holding

Funds holding: 2220 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$4.76M -$554K -15,051 -11%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.14M +$44.5K +1,211 +1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.58M -$425K -11,546 -14%
OMC
4
Old Mission Capital
Illinois
$1.76M +$1.72M +46,696 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.51M +$232K +6,314 +19%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.39M +$252K +6,838 +23%
LPL Financial
7
LPL Financial
California
$1.06M +$792K +21,543 +333%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$886K +$629K +17,093 +267%
NF
9
Nvest Financial
New Hampshire
$567K -$589K -16,003 -52%
HI
10
Harbour Investments
Wisconsin
$531K -$34.5K -937 -6%
CF
11
Centaurus Financial
California
$312K
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$303K -$184 -5 -0.1%
CWS
13
Cypress Wealth Services
California
$271K
Citadel Advisors
14
Citadel Advisors
Florida
$254K +$248K +6,741 New
AIMU
15
Allianz Investment Management US
Minnesota
$189K
AWM
16
AE Wealth Management
Kansas
$185K +$10.6K +289 +6%
Barclays
17
Barclays
United Kingdom
$148K -$7.39K -201 -5%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$144K +$2.1K +57 +2%
UBS Group
19
UBS Group
Switzerland
$31.5K +$19.6K +534 +177%
IA
20
IFP Advisors
Florida
$1.89K
KAS
21
Kestra Advisory Services
Texas
-$365K -10,158 Closed
Raymond James Financial
22
Raymond James Financial
Florida
-$182K -5,065 Closed
MAWAG
23
Mid-American Wealth Advisory Group
Missouri
-$144 -4 Closed