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AllianzIM U.S. Large Cap Buffer20 Oct ETF

54 hedge funds and large institutions have $196M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 24 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

84% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 31

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
LPL Financial
1
LPL Financial
California
$69.6M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$43.4M
Raymond James Financial
3
Raymond James Financial
Florida
$16.1M
KAS
4
Kestra Advisory Services
Texas
$7.99M
CF
5
Centaurus Financial
California
$7.98M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.11M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.98M
Osaic Holdings
8
Osaic Holdings
Arizona
$5.65M
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$3.79M
MML Investors Services
10
MML Investors Services
Massachusetts
$3.31M
CAG
11
Compass Advisory Group
New York
$2.61M
LIWM
12
Long Island Wealth Management
New York
$2.32M
PA
13
PFG Advisors
Arizona
$1.95M
SB
14
Strategic Blueprint
Georgia
$1.64M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.64M
GI
16
Gradient Investments
Minnesota
$1.46M
SRA
17
Secured Retirement Advisors
Minnesota
$1.18M
SWM
18
Spire Wealth Management
Virginia
$703K
CRWM
19
Castle Rock Wealth Management
California
$699K
DAS
20
Diversify Advisory Services
Utah
$692K
NFG
21
Nations Financial Group
Iowa
$647K
HI
22
Harbour Investments
Wisconsin
$595K
SAW
23
Signal Advisors Wealth
Michigan
$548K
CAC
24
Certified Advisory Corp
Florida
$546K
FFN
25
Focus Financial Network
Minnesota
$519K