We are live on ! Find out more
MARW icon

AllianzIM U.S. Equity Buffer20 Mar ETF

39 hedge funds and large institutions have $46.7M invested in AllianzIM U.S. Equity Buffer20 Mar ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more funds holding

Funds holding: 3339 (+6)

6.54% more ownership

Funds ownership: 61.4%67.94% (+6.5%)

4% more capital invested

Capital invested by funds: $44.8M → $46.7M (+$1.85M)

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
14
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.42M -$543K -16,027 -7%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.16M -$903K -26,668 -15%
LPL Financial
3
LPL Financial
California
$3.75M -$133K -3,920 -3%
AIMU
4
Allianz Investment Management US
Minnesota
$3.72M +$3.5M +103,205 +2,064%
KAS
5
Kestra Advisory Services
Texas
$3.33M +$487K +14,389 +17%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.85M +$90.6K +2,674 +3%
FCM
7
Fortis Capital Management
Washington
$2.61M -$36.1K -1,067 -1%
Raymond James Financial
8
Raymond James Financial
Florida
$1.82M +$33.4K +986 +2%
FTEA
9
Forty-three Eighteen Advisors
Arkansas
$1.79M +$1.76M +52,022 New
SWM
10
Spire Wealth Management
Virginia
$1.56M -$484K -14,287 -24%
OMC
11
Old Mission Capital
Illinois
$1.42M -$14.8K -438 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.22M +$37K +1,092 +3%
CF
13
Centaurus Financial
California
$994K
FFA
14
Farther Finance Advisors
California
$827K -$226K -6,671 -22%
PA
15
PFG Advisors
Arizona
$819K
HI
16
Harbour Investments
Wisconsin
$749K -$187K -5,508 -20%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$716K -$73.4K -2,167 -9%
JSA
18
Jim Saulnier & Associates
Colorado
$659K
CRWM
19
Castle Rock Wealth Management
California
$654K -$343K -10,115 -35%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$630K -$404K -11,917 -39%
ECA
21
Elevated Capital Advisors
Utah
$540K +$11K +324 +2%
GRP
22
Global Retirement Partners
California
$441K
MML Investors Services
23
MML Investors Services
Massachusetts
$440K -$2.12M -62,522 -83%
FFN
24
Focus Financial Network
Minnesota
$432K
CWS
25
Cypress Wealth Services
California
$380K

MARW Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) for Q4 2025, worth a combined $46.7M — up 4.1% from $44.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MARW positions and 0 closed out — a net gain of 6 holders — while 7 added to existing stakes and 14 trimmed.

The largest buyer was Allianz Investment Management US, adding an estimated $3.5M. The largest seller was MML Investors Services, cutting an estimated $2.12M.

  • 39 institutional investors held AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) as of Q4 2025, up from 33 in Q3 2025.
  • Funds reported $46.7M of AllianzIM U.S. Equity Buffer20 Mar ETF stock for Q4 2025, up 4.1% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer20 Mar ETF positions in Q4 2025 and 0 closed out, a net change of +6 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Mar ETF buyer in Q4 2025 was Allianz Investment Management US, an estimated $3.5M added.
  • The largest AllianzIM U.S. Equity Buffer20 Mar ETF seller in Q4 2025 was MML Investors Services, an estimated $2.12M sold.

Based on aggregated 13F filings for Q4 2025.