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AllianzIM U.S. Large Cap Buffer20 May ETF

35 hedge funds and large institutions have $38.3M invested in AllianzIM U.S. Large Cap Buffer20 May ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
17
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.75M +$3.24M +100,610 +50%
AAM
2
American Asset Management
Florida
$4.92M -$38.1K -1,183 -0.8%
KAS
3
Kestra Advisory Services
Texas
$3.62M +$839K +26,099 +30%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.35M +$7.53K +247 +0.2%
AWS
5
Atria Wealth Solutions
New York
$2.39M +$22.1K +687 +0.9%
SWM
6
Spire Wealth Management
Virginia
$1.56M +$1.32M +40,912 +534%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.3M +$121K +3,765 +10%
BWM
8
BCGM Wealth Management
Indiana
$1.22M
Raymond James Financial
9
Raymond James Financial
Florida
$1.17M +$938K +29,161 +404%
LPL Financial
10
LPL Financial
California
$907K +$580K +18,018 +177%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$667K +$235K +7,302 +54%
CWS
12
Cypress Wealth Services
California
$589K +$589K +18,314 New
HI
13
Harbour Investments
Wisconsin
$589K +$180K +5,605 +44%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$539K -$54.3K -1,687 -9%
JSA
15
Jim Saulnier & Associates
Colorado
$511K +$62.2K +1,935 +14%
CRWM
16
Castle Rock Wealth Management
California
$483K +$79.9K +2,466 +20%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$470K +$113K +3,500 +32%
AAS
18
Avantax Advisory Services
Texas
$458K +$458K +14,225 New
NAS
19
NWF Advisory Services
California
$418K -$16.7K -520 -4%
MC
20
Moors & Cabot
Massachusetts
$407K +$407K +12,650 New
FFA
21
Farther Finance Advisors
California
$355K +$302K +9,399 +569%
JPLA
22
Joseph P. Lucia & Associates
New York
$299K +$88.6K +2,754 +42%
BI
23
Ballast Inc
Kentucky
$299K +$299K +9,306 New
MML Investors Services
24
MML Investors Services
Massachusetts
$299K +$299K +9,297 New
CPRC
25
Consolidated Portfolio Review Corp
New York
$275K +$275K +8,556 New