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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
MML Investors Services
1
MML Investors Services
Massachusetts
$8.78M +$8.88M +283,404 New
Osaic Holdings
2
Osaic Holdings
Arizona
$7.88M -$4.33M -138,352 -35%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.25M +$2.14M +68,261 +51%
SWM
4
Spire Wealth Management
Virginia
$3.15M +$2.6M +83,011 +448%
FCM
5
Fortis Capital Management
Washington
$2.41M +$2.43M +77,654 New
KAS
6
Kestra Advisory Services
Texas
$2.38M +$86K +2,744 +4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.2M -$597K -19,057 -21%
AWS
8
Atria Wealth Solutions
New York
$2.14M +$30.3K +967 +1%
LPL Financial
9
LPL Financial
California
$1.52M -$124K -3,962 -7%
Raymond James Financial
10
Raymond James Financial
Florida
$1.52M +$297K +9,481 +24%
HI
11
Harbour Investments
Wisconsin
$1.05M +$93.9K +2,998 +10%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$985K +$229K +7,298 +30%
FFA
13
Farther Finance Advisors
California
$921K +$717K +22,879 +337%
CF
14
Centaurus Financial
California
$913K +$284K +9,079 +45%
CRWM
15
Castle Rock Wealth Management
California
$912K +$19.1K +609 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$826K +$334K +10,651 +66%
PA
17
PFG Advisors
Arizona
$766K +$283K +9,033 +58%
JSA
18
Jim Saulnier & Associates
Colorado
$595K +$210K +6,703 +54%
Jane Street
19
Jane Street
New York
$482K +$488K +15,561 New
ECA
20
Elevated Capital Advisors
Utah
$471K -$19.5K -621 -4%
SWP
21
Sagespring Wealth Partners
Tennessee
$396K +$400K +12,767 New
FFN
22
Focus Financial Network
Minnesota
$389K +$8.43K +269 +2%
IFG
23
Independent Financial Group
California
$325K -$32.7K -1,045 -9%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$314K -$273K -8,706 -46%
BWM
25
BCGM Wealth Management
Indiana
$313K