We are live on ! Find out more
MARW icon

AllianzIM U.S. Equity Buffer20 Mar ETF

33 hedge funds and large institutions have $44.8M invested in AllianzIM U.S. Equity Buffer20 Mar ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.24% less ownership

Funds ownership: 65.64%61.4% (-4.2%)

11% less funds holding

Funds holding: 3733 (-4)

20% less capital invested

Capital invested by funds: $56M → $44.8M (-$11.2M)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
9
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.8M -$1.75M -52,783 -19%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.88M -$88.8K -2,687 -1%
LPL Financial
3
LPL Financial
California
$3.8M +$1.38M +41,851 +59%
KAS
4
Kestra Advisory Services
Texas
$2.78M -$288K -8,723 -10%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.7M +$89K +2,691 +3%
FCM
6
Fortis Capital Management
Washington
$2.59M -$15K -454 -0.6%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.53M -$10.5M -318,171 -81%
SWM
8
Spire Wealth Management
Virginia
$2.01M -$418K -12,652 -17%
Raymond James Financial
9
Raymond James Financial
Florida
$1.75M +$56.3K +1,703 +3%
OMC
10
Old Mission Capital
Illinois
$1.4M +$281K +8,498 +26%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.15M +$7.57K +229 +0.7%
FFA
12
Farther Finance Advisors
California
$1.03M +$24.9K +753 +3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.02M +$513K +15,514 +105%
CRWM
14
Castle Rock Wealth Management
California
$977K
CF
15
Centaurus Financial
California
$973K -$17.1K -518 -2%
HI
16
Harbour Investments
Wisconsin
$918K -$36.8K -1,114 -4%
PA
17
PFG Advisors
Arizona
$801K -$17.6K -532 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$774K -$16.3K -493 -2%
JSA
19
Jim Saulnier & Associates
Colorado
$645K
ECA
20
Elevated Capital Advisors
Utah
$518K +$6.98K +211 +1%
GRP
21
Global Retirement Partners
California
$432K -$77.7K -2,350 -15%
FFN
22
Focus Financial Network
Minnesota
$422K
CWS
23
Cypress Wealth Services
California
$372K
BWM
24
BCGM Wealth Management
Indiana
$340K
TC
25
TAGStone Capital
North Carolina
$238K

MARW Hedge Fund Activity: Q3 2025 in Review

33 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) for Q3 2025, worth a combined $44.8M — down 20% from $56M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MARW and 0 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $1.38M. The largest seller was MML Investors Services, cutting an estimated $10.5M.

  • 33 institutional investors held AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) as of Q3 2025, down from 37 in Q2 2025.
  • Funds reported $44.8M of AllianzIM U.S. Equity Buffer20 Mar ETF stock for Q3 2025, down 20% quarter-over-quarter.
  • 0 funds opened new AllianzIM U.S. Equity Buffer20 Mar ETF positions in Q3 2025 and 3 closed out, a net change of -3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Mar ETF buyer in Q3 2025 was LPL Financial, an estimated $1.38M added.
  • The largest AllianzIM U.S. Equity Buffer20 Mar ETF seller in Q3 2025 was MML Investors Services, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2025.