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AllianzIM U.S. Equity Buffer20 Nov ETF

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: 23 (+1)

13% more capital invested

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

3% more funds holding

Funds holding: 3637 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$8.34M -$706K -22,784 -8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.97M +$1.02M +33,094 +15%
AAM
3
American Asset Management
Florida
$7.91M -$430K -13,890 -5%
AWA
4
Authentikos Wealth Advisory
California
$7.5M +$7.21M +232,738 New
KAS
5
Kestra Advisory Services
Texas
$4.44M +$487K +15,721 +13%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.72M -$1.14M -36,909 -30%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.33M +$16.9K +546 +0.8%
Raymond James Financial
8
Raymond James Financial
Florida
$1.56M
CRWM
9
Castle Rock Wealth Management
California
$1.35M
OMC
10
Old Mission Capital
Illinois
$996K -$246K -7,943 -20%
LPL Financial
11
LPL Financial
California
$791K +$216K +6,976 +40%
HI
12
Harbour Investments
Wisconsin
$778K -$24.8K -801 -3%
SWM
13
Spire Wealth Management
Virginia
$711K -$350K -11,312 -34%
JPLA
14
Joseph P. Lucia & Associates
New York
$580K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$579K -$302K -9,744 -35%
AWS
16
Atria Wealth Solutions
New York
$499K -$25.4K -821 -5%
FFN
17
Focus Financial Network
Minnesota
$451K +$2.63K +85 +0.6%
SWP
18
Sagespring Wealth Partners
Tennessee
$427K
IA
19
IFP Advisors
Florida
$390K -$3.25K -105 -0.9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$357K -$2.82K -91 -0.8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$325K -$1.75M -56,522 -85%
GFG
22
Grantvest Financial Group
New Jersey
$305K
CF
23
Centaurus Financial
California
$301K
SB
24
Strategic Blueprint
Georgia
$299K -$60.3K -1,948 -17%
MIAS
25
Mason Investment Advisory Services
Virginia
$295K