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AllianzIM U.S. Equity Buffer20 Nov ETF
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44 hedge funds and large institutions have $69.1M invested in AllianzIM U.S. Equity Buffer20 Nov ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 5 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

more funds holding in top 10

Funds holding in top 10: →

1% less capital invested

Capital invested by funds: $69.8M → $69.1M (-$730K)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
44
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$5.12M
2
+$941K
3
+$825K
4
KAS
Kestra Advisory Services
Texas
+$806K
5
DWM
Diversify Wealth Management
Utah
+$354K

Top Sellers

1
-$987K
2
-$972K
3
-$789K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$709K
5
Citadel Advisors
Citadel Advisors
Florida
-$401K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Diversify Wealth Management
Utah
$363K
EWM
27
Elevation Wealth Management
Minnesota
$347K
MML Investors Services
28
MML Investors Services
Massachusetts
$320K
SWP
29
Sagespring Wealth Partners
Tennessee
$311K
GFG
30
Grantvest Financial Group
New Jersey
$300K
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$276K
TSS
32
Taylor Securities Services
Pennsylvania
$225K
Creative Planning
33
Creative Planning
Kansas
$219K
Ameriprise
34
Ameriprise
Minnesota
$210K
FIA
35
Foundations Investment Advisors
Arizona
$206K
FHC
36
First Heartland Consultants
Missouri
$205K
JP Morgan Chase
37
JP Morgan Chase
New York
$199K
CFD
38
Creative Financial Designs
Indiana
$173K
PIS
39
POM Investment Strategies
North Carolina
$99.2K
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$68K
DJSG
41
D.J. St. Germain
Massachusetts
$53.3K
CIAS
42
Capital Investment Advisory Services
North Carolina
$27.3K
DFA
43
DHJJ Financial Advisors
Illinois
$11K
UBS Group
44
UBS Group
Switzerland
$5.99K
AFS
45
Access Financial Services
Minnesota
–
Citadel Advisors
46
Citadel Advisors
Florida
–
DAS
47
Diversify Advisory Services
Utah
–
Jane Street
48
Jane Street
New York
–
LAS
49
Lloyd Advisory Services
Georgia
–
1
2