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AllianzIM U.S. Large Cap Buffer20 Mar ETF

37 hedge funds and large institutions have $49.1M invested in AllianzIM U.S. Large Cap Buffer20 Mar ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
1
MML Investors Services
Massachusetts
$8.78M +$8.78M +283,404 New
Osaic Holdings
2
Osaic Holdings
Arizona
$7.88M -$4.29M -138,352 -35%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.25M +$2.12M +68,261 +51%
SWM
4
Spire Wealth Management
Virginia
$3.15M +$2.57M +83,011 +448%
FCM
5
Fortis Capital Management
Washington
$2.41M +$2.41M +77,654 New
KAS
6
Kestra Advisory Services
Texas
$2.38M +$85K +2,744 +4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.2M -$591K -19,057 -21%
AWS
8
Atria Wealth Solutions
New York
$2.14M +$30K +967 +1%
LPL Financial
9
LPL Financial
California
$1.52M -$123K -3,962 -7%
Raymond James Financial
10
Raymond James Financial
Florida
$1.52M +$294K +9,481 +24%
HI
11
Harbour Investments
Wisconsin
$1.05M +$92.9K +2,998 +10%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$985K +$226K +7,298 +30%
FFA
13
Farther Finance Advisors
California
$921K +$711K +22,879 +337%
CF
14
Centaurus Financial
California
$913K +$281K +9,079 +45%
CRWM
15
Castle Rock Wealth Management
California
$912K +$18.9K +609 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$826K +$330K +10,651 +66%
PA
17
PFG Advisors
Arizona
$766K +$280K +9,033 +58%
JSA
18
Jim Saulnier & Associates
Colorado
$595K +$208K +6,703 +54%
Jane Street
19
Jane Street
New York
$482K +$482K +15,561 New
ECA
20
Elevated Capital Advisors
Utah
$471K -$19.2K -621 -4%
SWP
21
Sagespring Wealth Partners
Tennessee
$396K +$396K +12,767 New
FFN
22
Focus Financial Network
Minnesota
$389K +$8.34K +269 +2%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$314K -$270K -8,706 -46%
BWM
24
BCGM Wealth Management
Indiana
$313K
JPLA
25
Joseph P. Lucia & Associates
New York
$280K +$280K +9,039 New