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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
MML Investors Services
1
MML Investors Services
Massachusetts
$12.8M +$3.45M +110,090 +39%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.27M +$2.61M +83,286 +41%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.84M -$2.34M -74,822 -29%
KAS
4
Kestra Advisory Services
Texas
$2.97M +$451K +14,406 +19%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.53M +$211K +6,746 +10%
FCM
6
Fortis Capital Management
Washington
$2.53M
SWM
7
Spire Wealth Management
Virginia
$2.36M -$912K -29,134 -29%
LPL Financial
8
LPL Financial
California
$2.32M +$698K +22,289 +46%
Raymond James Financial
9
Raymond James Financial
Florida
$1.63M +$41.9K +1,338 +3%
AWS
10
Atria Wealth Solutions
New York
$1.24M -$963K -30,750 -45%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.11M +$72.5K +2,315 +7%
OMC
12
Old Mission Capital
Illinois
$1.08M +$1.04M +33,276 New
FFA
13
Farther Finance Advisors
California
$976K +$10.7K +343 +1%
CF
14
Centaurus Financial
California
$958K
CRWM
15
Castle Rock Wealth Management
California
$953K -$10.2K -325 -1%
HI
16
Harbour Investments
Wisconsin
$925K -$175K -5,598 -16%
PA
17
PFG Advisors
Arizona
$793K -$11.5K -366 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$765K -$98.7K -3,152 -12%
JSA
19
Jim Saulnier & Associates
Colorado
$624K
GRP
20
Global Retirement Partners
California
$494K +$476K +15,194 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$480K +$462K +14,741 New
ECA
22
Elevated Capital Advisors
Utah
$471K
SWP
23
Sagespring Wealth Partners
Tennessee
$415K
FFN
24
Focus Financial Network
Minnesota
$409K
CWS
25
Cypress Wealth Services
California
$360K +$346K +11,059 New

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.