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AllianzIM U.S. Equity Buffer20 Mar ETF

40 hedge funds and large institutions have $56.4M invested in AllianzIM U.S. Equity Buffer20 Mar ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

21% more capital invested

Capital invested by funds: $46.7M → $56.4M (+$9.75M)

3.31% more ownership

Funds ownership: 67.94%71.25% (+3.3%)

3% more funds holding

Funds holding: 3940 (+1)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.02M +$664K +19,244 +9%
LPL Financial
2
LPL Financial
California
$6.39M +$2.7M +78,342 +72%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.03M +$920K +26,672 +18%
A
4
Allianz
Germany
$5.27M +$5.16M +149,690 +2,994%
KAS
5
Kestra Advisory Services
Texas
$4.68M +$1.39M +40,409 +42%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.14M +$311K +9,011 +11%
WW
7
Westshore Wealth
California
$2.41M +$2.44M +70,675 New
Raymond James Financial
8
Raymond James Financial
Florida
$2.09M +$285K +8,262 +16%
FTEA
9
Forty-three Eighteen Advisors
Arkansas
$1.77M -$7.34K -213 -0.4%
HI
10
Harbour Investments
Wisconsin
$1.4M +$660K +19,130 +88%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.32M +$116K +3,368 +10%
SWM
12
Spire Wealth Management
Virginia
$1.31M -$242K -7,025 -15%
CRWM
13
Castle Rock Wealth Management
California
$1.18M +$538K +15,603 +82%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.13M +$510K +14,783 +81%
FFA
15
Farther Finance Advisors
California
$1.04M +$220K +6,391 +27%
PA
16
PFG Advisors
Arizona
$1.04M +$231K +6,697 +28%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$918K +$209K +6,065 +29%
WIA
18
World Investment Advisors
California
$916K +$927K +26,876 New
JSA
19
Jim Saulnier & Associates
Colorado
$736K +$82.7K +2,397 +12%
CF
20
Centaurus Financial
California
$687K -$303K -8,775 -30%
GF
21
GTS Financial
Minnesota
$639K +$711K +20,628 New
MML Investors Services
22
MML Investors Services
Massachusetts
$558K +$123K +3,579 +28%
CIA
23
Concurrent Investment Advisors
Florida
$445K +$450K +13,042 New
CWS
24
Cypress Wealth Services
California
$377K
FFN
25
Focus Financial Network
Minnesota
$370K -$59K -1,711 -14%