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AllianzIM U.S. Equity Buffer20 Nov ETF

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.

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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8M
AAM
2
American Asset Management
Florida
$7.67M
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.83M
KAS
4
Kestra Advisory Services
Texas
$5.85M
Osaic Holdings
5
Osaic Holdings
Arizona
$5.39M
A
6
Allianz
Germany
$5.2M
LPL Financial
7
LPL Financial
California
$4.79M
Raymond James Financial
8
Raymond James Financial
Florida
$3.42M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.59M
CRWM
10
Castle Rock Wealth Management
California
$2.5M
PA
11
PFG Advisors
Arizona
$2.27M
SWM
12
Spire Wealth Management
Virginia
$2.2M
HI
13
Harbour Investments
Wisconsin
$1.37M
OMC
14
Old Mission Capital
Illinois
$1.22M
WIA
15
World Investment Advisors
California
$811K
TWP
16
Tyche Wealth Partners
Texas
$808K
CF
17
Centaurus Financial
California
$761K
JSA
18
Jim Saulnier & Associates
Colorado
$611K
FFA
19
Farther Finance Advisors
California
$598K
FFN
20
Focus Financial Network
Minnesota
$549K
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$481K
JPLA
22
Joseph P. Lucia & Associates
New York
$423K
IA
23
IFP Advisors
Florida
$408K
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$388K
AWE
25
Avidian Wealth Enterprises
Texas
$364K