We are live on ! Find out more
NVBW icon

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

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 4244 (+2)

0.42% more ownership

Funds ownership: 73.71%74.13% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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
+2
Holders Change %
+4.76%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
9
Reduced
16
Closed
5
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 -$709K -20,940 -8%
AAM
2
American Asset Management
Florida
$7.67M -$133K -3,920 -2%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.83M +$101K +2,998 +1%
KAS
4
Kestra Advisory Services
Texas
$5.85M +$806K +23,817 +16%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.39M -$972K -28,718 -15%
A
6
Allianz
Germany
$5.2M +$5.12M +151,274 +3,025%
LPL Financial
7
LPL Financial
California
$4.79M -$119K -3,509 -2%
Raymond James Financial
8
Raymond James Financial
Florida
$3.42M +$49.2K +1,454 +1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.59M +$314K +9,266 +14%
CRWM
10
Castle Rock Wealth Management
California
$2.5M
PA
11
PFG Advisors
Arizona
$2.27M -$314K -9,274 -12%
SWM
12
Spire Wealth Management
Virginia
$2.2M -$2.1K -62 -0.1%
HI
13
Harbour Investments
Wisconsin
$1.37M -$171K -5,050 -11%
OMC
14
Old Mission Capital
Illinois
$1.22M +$941K +27,798 +313%
WIA
15
World Investment Advisors
California
$811K +$825K +24,359 New
TWP
16
Tyche Wealth Partners
Texas
$808K -$13.5K -400 -2%
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 +$20.6K +610 +4%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$481K +$245K +7,226 +100%
JPLA
22
Joseph P. Lucia & Associates
New York
$423K
IA
23
IFP Advisors
Florida
$408K -$29.5K -872 -7%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$388K
AWE
25
Avidian Wealth Enterprises
Texas
$364K