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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 %
DFA
51
DHJJ Financial Advisors
Illinois
$429K -$15K -405 -3%
HWM
52
HB Wealth Management
Georgia
$367K – – –
MFG
53
Merit Financial Group
Georgia
$344K +$344K +9,294 New
PSFG
54
Park Square Financial Group
Georgia
$315K +$209K +5,648 +196%
WP
55
WealthPLAN Partners
Nebraska
$307K -$422K -11,389 -58%
JSA
56
Jim Saulnier & Associates
Colorado
$301K – – –
GFG
57
Grantvest Financial Group
New Jersey
$299K -$14.8K -399 -5%
DI
58
Diligent Investors
California
$293K -$37K -1,000 -11%
PIA
59
Panoramic Investment Advisors
Colorado
$278K – – –
CPA
60
Clear Point Advisors
New York
$270K – – –
FIA
61
Foundations Investment Advisors
Arizona
$270K -$59.6K -1,610 -18%
IA
62
IFP Advisors
Florida
$250K +$61.2K +1,653 +32%
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 +$224K +6,065 New
RAG
67
RIA Advisory Group
Iowa
$204K +$204K +5,500 New
AIMU
68
Allianz Investment Management US
Minnesota
$185K – – –
GRP
69
Global Retirement Partners
California
$120K +$120K +3,251 New
T
70
Transce3nd
Texas
$114K -$1.85K -50 -2%
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 -$1.37K -37 -4%
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3
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