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AllianzIM U.S. Large Cap Buffer20 Mar ETF

37 hedge funds and large institutions have $62.2M invested in AllianzIM U.S. Large Cap Buffer20 Mar ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
26
BCGM Wealth Management
Indiana
$329K
TC
27
TAGStone Capital
North Carolina
$233K +$15.8K +480 +7%
JPLA
28
Joseph P. Lucia & Associates
New York
$229K -$65.1K -2,000 -22%
BI
29
Ballast Inc
Kentucky
$229K +$229K +7,039 New
GM
30
GeoWealth Management
Illinois
$205K +$205K +6,295 New
AIMU
31
Allianz Investment Management US
Minnesota
$163K
Barclays
32
Barclays
United Kingdom
$148K +$148K +4,547 New
AWM
33
AE Wealth Management
Kansas
$126K -$9.21K -283 -7%
CFD
34
Creative Financial Designs
Indiana
$39K
IA
35
IFP Advisors
Florida
$7.35K +$1.63K +50 +28%
FNWA
36
Financial Network Wealth Advisors
Utah
$5.63K
UBS Group
37
UBS Group
Switzerland
$390 +$390 +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