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AllianzIM U.S. Equity Buffer20 Mar ETF

38 hedge funds and large institutions have $49.4M invested in AllianzIM U.S. Equity Buffer20 Mar ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

27% more capital invested

Capital invested by funds: $38.8M → $49.4M (+$10.6M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

3% more funds holding

Funds holding: 3738 (+1)

0.38% more ownership

Funds ownership: 64.73%65.12% (+0.38%)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
26
Joseph P. Lucia & Associates
New York
$280K +$283K +9,039 New
SB
27
Strategic Blueprint
Georgia
$271K -$390K -12,442 -59%
VCM
28
Virtue Capital Management
Tennessee
$251K +$254K +8,100 New
GFG
29
Grantvest Financial Group
New Jersey
$208K +$210K +6,698 New
TC
30
TAGStone Capital
North Carolina
$204K +$206K +6,589 New
AIMU
31
Allianz Investment Management US
Minnesota
$152K
AWM
32
AE Wealth Management
Kansas
$129K -$11.7K -373 -8%
CFD
33
Creative Financial Designs
Indiana
$37.2K
GSWM
34
Golden State Wealth Management
California
$11.7K +$11.8K +376 New
IA
35
IFP Advisors
Florida
$5.45K
FNWA
36
Financial Network Wealth Advisors
Utah
$5.36K
LRWM
37
Lord & Richards Wealth Management
Colorado
$2.82K +$2.85K +91 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$1K
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
-$1.1M -35,414 Closed
OMC
40
Old Mission Capital
Illinois
-$1.02M -32,993 Closed
Citadel Advisors
41
Citadel Advisors
Florida
-$553K -17,810 Closed
Goldman Sachs
42
Goldman Sachs
New York
-$552K -17,792 Closed
UBS Group
43
UBS Group
Switzerland
-$66.4K -2,138 Closed
JP Morgan Chase
44
JP Morgan Chase
New York
-$46K -1,481 Closed
MFS
45
Mattson Financial Services
Michigan
-$15.3K -501 Closed
CAS
46
Coppell Advisory Solutions
Texas
-$10.2K -329 Closed