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AllianzIM U.S. Equity Buffer20 May ETF

38 hedge funds and large institutions have $47.9M invested in AllianzIM U.S. Equity Buffer20 May ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

8% more capital invested

Capital invested by funds: $44.2M → $47.9M (+$3.75M)

7% more ownership

Funds ownership: 65.02%72.02% (+7%)

6% more funds holding

Funds holding: 3638 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

67% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 15

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% 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
5
Increased
5
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.83M -$486K -14,422 -6%
A
2
Allianz
Germany
$5.31M +$5.13M +152,241 +3,045%
AAM
3
American Asset Management
Florida
$5M -$98K -2,905 -2%
LPL Financial
4
LPL Financial
California
$4.44M -$227K -6,746 -5%
KAS
5
Kestra Advisory Services
Texas
$4.13M +$406K +12,045 +11%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.65M -$673K -19,969 -16%
WIA
7
World Investment Advisors
California
$1.84M +$1.84M +54,451 New
Raymond James Financial
8
Raymond James Financial
Florida
$1.54M -$92.3K -2,736 -6%
OMC
9
Old Mission Capital
Illinois
$1.49M +$625K +18,531 +72%
GF
10
GTS Financial
Minnesota
$1.47M +$1.61M +47,829 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.36M -$61.1K -1,812 -4%
BWM
12
BCGM Wealth Management
Indiana
$1.28M
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.23M -$269K -7,964 -18%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$923K +$5.5K +163 +0.6%
SWM
15
Spire Wealth Management
Virginia
$743K -$172K -5,100 -19%
CWS
16
Cypress Wealth Services
California
$619K
JSA
17
Jim Saulnier & Associates
Colorado
$537K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$511K -$24.5K -726 -5%
CRWM
19
Castle Rock Wealth Management
California
$506K
MML Investors Services
20
MML Investors Services
Massachusetts
$460K -$13.5K -400 -3%
NAS
21
NWF Advisory Services
California
$375K -$27K -800 -7%
MC
22
Moors & Cabot
Massachusetts
$350K -$13.5K -400 -4%
FFA
23
Farther Finance Advisors
California
$343K
IFG
24
Independent Financial Group
California
$289K -$10.1K -300 -3%
CF
25
Centaurus Financial
California
$270K