We are live on ! Find out more
MARW icon

AllianzIM U.S. Equity Buffer20 Mar ETF

37 hedge funds and large institutions have $56M invested in AllianzIM U.S. Equity Buffer20 Mar ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $49.4M → $56M (+$6.6M)

0.52% more ownership

Funds ownership: 65.12%65.64% (+0.52%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

3% less funds holding

Funds holding: 3837 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BCGM Wealth Management
Indiana
$329K
IFG
27
Independent Financial Group
California
$256K -$82.6K -2,637 -25%
TC
28
TAGStone Capital
North Carolina
$233K +$15K +480 +7%
JPLA
29
Joseph P. Lucia & Associates
New York
$229K -$62.6K -2,000 -22%
GM
30
GeoWealth Management
Illinois
$205K +$197K +6,295 New
AIMU
31
Allianz Investment Management US
Minnesota
$163K
Barclays
32
Barclays
United Kingdom
$148K +$142K +4,547 New
AWM
33
AE Wealth Management
Kansas
$126K -$8.86K -283 -7%
CFD
34
Creative Financial Designs
Indiana
$39K
IA
35
IFP Advisors
Florida
$7.35K +$1.57K +50 +28%
FNWA
36
Financial Network Wealth Advisors
Utah
$5.63K
UBS Group
37
UBS Group
Switzerland
$390 +$376 +12 New
Jane Street
38
Jane Street
New York
-$482K -15,561 Closed
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
-$314K -10,139 Closed
SB
40
Strategic Blueprint
Georgia
-$271K -8,747 Closed
VCM
41
Virtue Capital Management
Tennessee
-$251K -8,100 Closed
GFG
42
Grantvest Financial Group
New Jersey
-$208K -6,698 Closed
GSWM
43
Golden State Wealth Management
California
-$11.7K -376 Closed
LRWM
44
Lord & Richards Wealth Management
Colorado
-$2.82K -91 Closed
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
-$1K -28 Closed

MARW Hedge Fund Activity: Q2 2025 in Review

37 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) for Q2 2025, worth a combined $56M — up 13% from $49.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MARW and 7 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 10 added.

The largest buyer was MML Investors Services, adding an estimated $3.45M. The largest seller was Osaic Holdings, cutting an estimated $2.34M.

  • 37 institutional investors held AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) as of Q2 2025, down from 38 in Q1 2025.
  • Funds reported $56M of AllianzIM U.S. Equity Buffer20 Mar ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 7 funds opened new AllianzIM U.S. Equity Buffer20 Mar ETF positions in Q2 2025 and 8 closed out, a net change of -1 holder.
  • The largest AllianzIM U.S. Equity Buffer20 Mar ETF buyer in Q2 2025 was MML Investors Services, an estimated $3.45M added.
  • The largest AllianzIM U.S. Equity Buffer20 Mar ETF seller in Q2 2025 was Osaic Holdings, an estimated $2.34M sold.

Based on aggregated 13F filings for Q2 2025.