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AllianzIM U.S. Large Cap Buffer10 Oct ETF
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Overview Fund Activity

44 hedge funds and large institutions have $135M invested in AllianzIM U.S. Large Cap Buffer10 Oct ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
13
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
WealthPlan Investment Management
Nebraska
+$9.02M
2
WP
WealthPLAN Partners
Nebraska
+$2.42M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.61M
4
GI
Gradient Investments
Minnesota
+$1.54M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.23M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$1.13M
2
CF
Centaurus Financial
California
-$1.13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$457K
4
SW
SMART Wealth
Nebraska
-$223K
5
Jane Street
Jane Street
New York
-$206K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$67.6M -$1.13M -28,238 -2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.65M +$1.23M +30,759 +15%
WIM
3
WealthPlan Investment Management
Nebraska
$9.02M +$9.02M +224,727 New
Osaic Holdings
4
Osaic Holdings
Arizona
$7.34M +$1.61M +42,002 +28%
SL
5
Sentinus LLC
Illinois
$5.94M +$530K +13,202 +10%
FWM
6
FSR Wealth Management
Illinois
$4.91M +$112K +2,783 +2%
SW
7
SMART Wealth
Nebraska
$4.42M -$223K -5,552 -5%
FI
8
FWG Investments
Kentucky
$4.02M +$407K +10,133 +11%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.53M -$9.19K -229 -0.4%
WP
10
WealthPLAN Partners
Nebraska
$2.42M +$2.42M +60,191 New
LPL Financial
11
LPL Financial
California
$1.73M +$297K +7,411 +21%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$1.64M -$3.93K -98 -0.2%
GI
13
Gradient Investments
Minnesota
$1.54M +$1.54M +38,429 New
FA
14
FSA Advisors
Michigan
$1.19M +$261K +6,498 +28%
CAG
15
Csenge Advisory Group
Florida
$996K -$5.39K -139 -0.5%
AAS
16
Avantax Advisory Services
Texas
$803K -$44.3K -1,103 -5%
AWS
17
Atria Wealth Solutions
New York
$785K -$4.01K -100 -0.5%
LI
18
LifeWealth Investments
Florida
$695K -$43.5K -1,084 -6%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$641K -$457K -11,377 -42%
PIA
20
Panoramic Investment Advisors
Colorado
$532K – – –
BFG
21
Bleakley Financial Group
New Jersey
$494K – – –
Citadel Advisors
22
Citadel Advisors
Florida
$460K +$14.5K +361 +3%
HI
23
Harbour Investments
Wisconsin
$457K -$7.19K -179 -2%
NWA
24
Navis Wealth Advisors
New York
$346K -$28.1K -700 -8%
SB
25
Strategic Blueprint
Georgia
$340K +$72.1K +1,797 +27%
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