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AllianzIM U.S. Large Cap Buffer20 Oct ETF

86 hedge funds and large institutions have $351M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
GM
26
GeoWealth Management
Illinois
$1.71M
MFS
27
Mattson Financial Services
Michigan
$1.67M
LI
28
LifeWealth Investments
Florida
$1.53M
SB
29
Strategic Blueprint
Georgia
$1.5M
LPL Financial
30
LPL Financial
California
$1.44M
PW
31
Paladin Wealth
Minnesota
$1.42M
AAS
32
Avantax Advisory Services
Texas
$1.14M
SRA
33
Secured Retirement Advisors
Minnesota
$1.12M
HI
34
Harbour Investments
Wisconsin
$1.03M
SW
35
SMART Wealth
Nebraska
$1M
LIWM
36
Long Island Wealth Management
New York
$832K
FA
37
FSA Advisors
Michigan
$730K
WP
38
WealthPLAN Partners
Nebraska
$691K
SWM
39
Spire Wealth Management
Virginia
$645K
RCWM
40
Red Crane Wealth Management
California
$626K
NFG
41
Nations Financial Group
Iowa
$625K
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$612K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$611K
CAC
44
Certified Advisory Corp
Florida
$541K
LRWM
45
Lord & Richards Wealth Management
Colorado
$539K
CAG
46
Csenge Advisory Group
Florida
$538K
DAS
47
Diversify Advisory Services
Utah
$536K
WIM
48
WealthPlan Investment Management
Nebraska
$430K
DFA
49
DHJJ Financial Advisors
Illinois
$421K
CRWM
50
Castle Rock Wealth Management
California
$421K