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AllianzIM U.S. Large Cap Buffer20 Oct ETF
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Overview Fund Activity

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
-1
Holders Change %
-1.15%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
19
Reduced
40
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$9.34M
2
CF
Centaurus Financial
California
+$8.66M
3
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$4.66M
4
MFS
Mattson Financial Services
Michigan
+$1.67M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.04M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$7.96M
2
AWA
Authentikos Wealth Advisory
California
-$1.67M
3
AWS
Atria Wealth Solutions
New York
-$1.49M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.33M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
26
GeoWealth Management
Illinois
$1.71M +$446K +12,706 +35%
MFS
27
Mattson Financial Services
Michigan
$1.67M +$1.67M +47,480 New
LI
28
LifeWealth Investments
Florida
$1.53M +$701K +19,966 +85%
SB
29
Strategic Blueprint
Georgia
$1.5M -$178K -5,060 -11%
LPL Financial
30
LPL Financial
California
$1.44M -$196K -5,595 -12%
PW
31
Paladin Wealth
Minnesota
$1.42M -$679K -19,330 -32%
AAS
32
Avantax Advisory Services
Texas
$1.14M +$43.7K +1,245 +4%
SRA
33
Secured Retirement Advisors
Minnesota
$1.12M +$99K +2,819 +10%
HI
34
Harbour Investments
Wisconsin
$1.03M -$512K -14,585 -33%
SW
35
SMART Wealth
Nebraska
$1M -$66.1K -1,882 -6%
LIWM
36
Long Island Wealth Management
New York
$832K – – –
FA
37
FSA Advisors
Michigan
$730K +$150K +4,273 +26%
WP
38
WealthPLAN Partners
Nebraska
$691K -$6.22K -177 -0.9%
SWM
39
Spire Wealth Management
Virginia
$645K -$139K -3,958 -18%
RCWM
40
Red Crane Wealth Management
California
$626K -$52.2K -1,485 -8%
NFG
41
Nations Financial Group
Iowa
$625K -$240K -6,845 -28%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$612K -$526K -14,983 -46%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$611K -$1.33M -37,739 -68%
CAC
44
Certified Advisory Corp
Florida
$541K -$37.4K -1,066 -6%
LRWM
45
Lord & Richards Wealth Management
Colorado
$539K -$123K -3,494 -19%
CAG
46
Csenge Advisory Group
Florida
$538K +$36.5K +1,069 +7%
DAS
47
Diversify Advisory Services
Utah
$536K – – –
WIM
48
WealthPlan Investment Management
Nebraska
$430K -$126K -3,595 -23%
DFA
49
DHJJ Financial Advisors
Illinois
$421K -$32K -910 -7%
CRWM
50
Castle Rock Wealth Management
California
$421K – – –
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