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AllianzIM U.S. Large Cap Buffer20 Oct ETF

83 hedge funds and large institutions have $302M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 36

Holders
83
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
AWM
1
AE Wealth Management
Kansas
$62M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$46.4M
GI
3
Gradient Investments
Minnesota
$38.2M
CF
4
Centaurus Financial
California
$15.3M
Raymond James Financial
5
Raymond James Financial
Florida
$12.9M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$12M
LAS
7
Lloyd Advisory Services
Georgia
$10.6M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10M
KAS
9
Kestra Advisory Services
Texas
$9.58M
Osaic Holdings
10
Osaic Holdings
Arizona
$8.28M
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$5.84M
MAWAG
12
Mid-American Wealth Advisory Group
Missouri
$5.41M
FWM
13
FSR Wealth Management
Illinois
$4.97M
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$4.23M
OWA
15
Outlook Wealth Advisors
Texas
$4.15M
AWS
16
Atria Wealth Solutions
New York
$2.96M
MML Investors Services
17
MML Investors Services
Massachusetts
$2.93M
HBS
18
Howard Bailey Securities
Indiana
$2.63M
CAG
19
Compass Advisory Group
New York
$2.57M
TAP
20
Tounjian Advisory Partners
Florida
$2.33M
LIWM
21
Long Island Wealth Management
New York
$2.24M
GM
22
GeoWealth Management
Illinois
$2.19M
BFA
23
Brown Financial Advisors
Ohio
$2.15M
PA
24
PFG Advisors
Arizona
$1.94M
GLR
25
Great Lakes Retirement
Ohio
$1.91M