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AllianzIM U.S. Equity Buffer20 Nov ETF
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37 hedge funds and large institutions have $54.1M invested in AllianzIM U.S. Equity Buffer20 Nov ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

13% more capital invested

Capital invested by funds: $47.9M → $54.1M (+$6.22M)

3% more funds holding

Funds holding: 36 → 37 (+1)

0.41% more ownership

Funds ownership: 71.84% → 72.25% (+0.41%)

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
1
Increased
7
Reduced
17
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Authentikos Wealth Advisory
California
+$7.21M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.02M
3
KAS
Kestra Advisory Services
Texas
+$487K
4
LPL Financial
LPL Financial
California
+$216K
5
UBS Group
UBS Group
Switzerland
+$75.1K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.75M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.14M
3
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$706K
4
AAM
American Asset Management
Florida
-$430K
5
Citadel Advisors
Citadel Advisors
Florida
-$403K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
PFG Advisors
Arizona
$283K -$9.88K -319 -4%
FFA
27
Farther Finance Advisors
California
$280K – – –
HAS
28
HBW Advisory Services
California
$237K -$54K -1,744 -19%
Citadel Advisors
29
Citadel Advisors
Florida
$218K -$403K -12,998 -66%
JSA
30
Jim Saulnier & Associates
Colorado
$213K – – –
CFD
31
Creative Financial Designs
Indiana
$169K -$1.11K -36 -0.7%
AIMU
32
Allianz Investment Management US
Minnesota
$161K – – –
Barclays
33
Barclays
United Kingdom
$151K -$2.29K -74 -2%
UBS Group
34
UBS Group
Switzerland
$135K +$75.1K +2,424 +136%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$70.8K – – –
DFA
36
DHJJ Financial Advisors
Illinois
$10.6K – – –
AWM
37
AE Wealth Management
Kansas
$7.09K +$4.89K +158 +255%
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