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AllianzIM U.S. Large Cap Buffer20 Oct ETF

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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 36

Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
DFA
51
DHJJ Financial Advisors
Illinois
$429K
HWM
52
HB Wealth Management
Georgia
$367K
MFG
53
Merit Financial Group
Georgia
$344K
PSFG
54
Park Square Financial Group
Georgia
$315K
WP
55
WealthPLAN Partners
Nebraska
$307K
JSA
56
Jim Saulnier & Associates
Colorado
$301K
GFG
57
Grantvest Financial Group
New Jersey
$299K
DI
58
Diligent Investors
California
$293K
PIA
59
Panoramic Investment Advisors
Colorado
$278K
CPA
60
Clear Point Advisors
New York
$270K
FIA
61
Foundations Investment Advisors
Arizona
$270K
IA
62
IFP Advisors
Florida
$250K
PAG
63
Private Advisor Group
New Jersey
$244K
BAM
64
Belpointe Asset Management
Nevada
$240K
MSFS
65
Main Street Financial Solutions
Pennsylvania
$236K
BCM
66
Brookstone Capital Management
Illinois
$224K
RAG
67
RIA Advisory Group
Iowa
$204K
AIMU
68
Allianz Investment Management US
Minnesota
$185K
GRP
69
Global Retirement Partners
California
$120K
T
70
Transce3nd
Texas
$114K
AF
71
Advisornet Financial
Minnesota
$114K
FFA
72
Farther Finance Advisors
California
$79.4K
BBHC
73
Brown Brothers Harriman & Co
New York
$55.5K
MCM
74
MAI Capital Management
Ohio
$34.8K
CA
75
CoreCap Advisors
Michigan
$34.4K