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AllianzIM U.S. Large Cap Buffer20 Nov ETF

36 hedge funds and large institutions have $47.9M invested in AllianzIM U.S. Large Cap Buffer20 Nov ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

1.54% less ownership

Funds ownership: 73.38%71.84% (-1.5%)

75% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 16

Holders
36
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$8.62M
AAM
2
American Asset Management
Florida
$7.94M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.56M
KAS
4
Kestra Advisory Services
Texas
$3.74M
Osaic Holdings
5
Osaic Holdings
Arizona
$3.71M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.2M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.04M
Raymond James Financial
8
Raymond James Financial
Florida
$1.48M
CRWM
9
Castle Rock Wealth Management
California
$1.27M
OMC
10
Old Mission Capital
Illinois
$1.19M
SWM
11
Spire Wealth Management
Virginia
$1.02M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$848K
HI
13
Harbour Investments
Wisconsin
$764K
Citadel Advisors
14
Citadel Advisors
Florida
$605K
JPLA
15
Joseph P. Lucia & Associates
New York
$551K
LPL Financial
16
LPL Financial
California
$538K
AWS
17
Atria Wealth Solutions
New York
$499K
FFN
18
Focus Financial Network
Minnesota
$426K
SWP
19
Sagespring Wealth Partners
Tennessee
$406K
IA
20
IFP Advisors
Florida
$374K
SB
21
Strategic Blueprint
Georgia
$344K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$342K
GFG
23
Grantvest Financial Group
New Jersey
$290K
CF
24
Centaurus Financial
California
$286K
MIAS
25
Mason Investment Advisory Services
Virginia
$280K