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

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 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-3
Holders Change %
-3.49%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
24
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIWM
Long Island Wealth Management
New York
+$1.36M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.06M
3
KAS
Kestra Advisory Services
Texas
+$703K
4
SAW
Signal Advisors Wealth
Michigan
+$590K
5
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$506K

Top Sellers

1
GI
Gradient Investments
Minnesota
-$55.1M
2
Jane Street
Jane Street
New York
-$9.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.18M
4
CF
Centaurus Financial
California
-$977K
5
BFA
Brown Financial Advisors
Ohio
-$727K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.78M +$261K +7,046 +17%
LI
27
LifeWealth Investments
Florida
$1.77M +$155K +4,181 +10%
SB
28
Strategic Blueprint
Georgia
$1.62M +$38.4K +1,038 +2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.57M -$370K -9,992 -19%
SRA
30
Secured Retirement Advisors
Minnesota
$1.24M +$54.8K +1,481 +5%
AAS
31
Avantax Advisory Services
Texas
$1.2M +$1.59K +43 +0.1%
MFS
32
Mattson Financial Services
Michigan
$1.13M -$628K -16,981 -36%
SW
33
SMART Wealth
Nebraska
$1.09M +$30.3K +820 +3%
PW
34
Paladin Wealth
Minnesota
$988K -$504K -13,623 -34%
HI
35
Harbour Investments
Wisconsin
$968K -$117K -3,163 -11%
FA
36
FSA Advisors
Michigan
$926K +$158K +4,257 +20%
WIM
37
WealthPlan Investment Management
Nebraska
$855K +$402K +10,860 +89%
Jane Street
38
Jane Street
New York
$852K -$9.7M -262,010 -92%
SAW
39
Signal Advisors Wealth
Michigan
$845K +$590K +15,936 +231%
KFG
40
Kingdom Financial Group
Arizona
$704K +$380K +10,254 +117%
SWM
41
Spire Wealth Management
Virginia
$679K – – –
NFG
42
Nations Financial Group
Iowa
$638K -$20.7K -558 -3%
BFAG
43
Blackston Financial Advisory Group
Florida
$624K +$217K +5,872 +54%
DAS
44
Diversify Advisory Services
Utah
$578K – – –
CAC
45
Certified Advisory Corp
Florida
$558K -$11.6K -314 -2%
CAG
46
Csenge Advisory Group
Florida
$557K -$10.6K -293 -2%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$529K -$116K -3,147 -18%
FFN
48
Focus Financial Network
Minnesota
$501K +$61.3K +1,656 +14%
CRWM
49
Castle Rock Wealth Management
California
$448K – – –
UBS Group
50
UBS Group
Switzerland
$432K +$333K +9,002 +337%
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