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AllianzIM U.S. Equity Buffer20 Oct ETF

99 hedge funds and large institutions have $414M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3% more funds holding

Funds holding: 9699 (+3)

3% less capital invested

Capital invested by funds: $428M → $414M (-$14.2M)

3.11% less ownership

Funds ownership: 79.37%76.25% (-3.1%)

49% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 43

Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
1.22%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
12
Increased
22
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Elevation Wealth Management
Minnesota
$2.67M -$239K -6,120 -8%
CAG
27
Compass Advisory Group
New York
$2.6M -$6.25K -160 -0.2%
NA
28
Networth Advisors
Pennsylvania
$2.4M -$52.8K -1,352 -2%
LIWM
29
Long Island Wealth Management
New York
$2.33M
GLR
30
Great Lakes Retirement
Ohio
$2.32M -$256K -6,549 -10%
PA
31
PFG Advisors
Arizona
$2.04M -$50K -1,281 -2%
CAG
32
Csenge Advisory Group
Florida
$1.96M -$70.7K -1,811 -3%
LI
33
LifeWealth Investments
Florida
$1.89M -$438K -11,233 -19%
SW
34
SMART Wealth
Nebraska
$1.84M +$223K +5,704 +14%
HI
35
Harbour Investments
Wisconsin
$1.79M -$74.9K -1,920 -4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.78M -$101K -2,599 -5%
FA
37
FSA Advisors
Michigan
$1.78M +$247K +6,318 +16%
AFP
38
Ausdal Financial Partners
Iowa
$1.78M +$1.81M +46,246 New
CA
39
Centennial Advisors
Texas
$1.7M -$132K -3,370 -7%
MWM
40
Modern Wealth Management
Kansas
$1.27M -$79.7K -2,043 -6%
Jane Street
41
Jane Street
New York
$1.13M +$710K +18,186 +161%
SRA
42
Secured Retirement Advisors
Minnesota
$1.06M +$14.5K +371 +1%
MFN
43
Midwest Financial Network
Illinois
$964K -$200K -5,112 -17%
LAS
44
Lloyd Advisory Services
Georgia
$899K -$18.9M -484,032 -95%
KFG
45
Kingdom Financial Group
Arizona
$899K -$47.9K -1,226 -5%
BW
46
BIP Wealth
Georgia
$898K -$16.2K -415 -2%
BFAG
47
Blackston Financial Advisory Group
Florida
$829K +$19.1K +490 +2%
AWA
48
Authentikos Wealth Advisory
California
$817K +$16.4K +421 +2%
SB
49
Strategic Blueprint
Georgia
$807K
CRWM
50
Castle Rock Wealth Management
California
$764K