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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
DWM
51
Diversify Wealth Management
Utah
$717K +$699K +17,912 New
NFG
52
Nations Financial Group
Iowa
$624K -$19K -487 -3%
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$564K +$286K +7,325 +100%
WW
54
Westshore Wealth
California
$558K
FFN
55
Focus Financial Network
Minnesota
$555K -$45.4K -1,163 -7%
CAC
56
Certified Advisory Corp
Florida
$548K
IFG
57
Independent Financial Group
California
$528K -$69.2K -1,774 -11%
MML Investors Services
58
MML Investors Services
Massachusetts
$508K -$2.92M -74,853 -85%
OMC
59
Old Mission Capital
Illinois
$506K +$178K +4,550 +53%
GF
60
GTS Financial
Minnesota
$439K +$487K +12,486 New
Q1WB
61
Quest 10 Wealth Builders
Virginia
$408K -$21.4K -549 -5%
FIA
62
Foundations Investment Advisors
Arizona
$407K +$71.8K +1,839 +21%
SI
63
Stirlingshire Investments
New York
$407K +$27.2K +697 +7%
TSS
64
Taylor Securities Services
Pennsylvania
$406K +$26.3K +674 +7%
IA
65
IFP Advisors
Florida
$385K +$8.78K +225 +2%
FL
66
FreeGulliver LLC
Louisiana
$382K +$388K +9,938 New
HWM
67
HB Wealth Management
Georgia
$381K
BWM
68
BCGM Wealth Management
Indiana
$374K
DFA
69
DHJJ Financial Advisors
Illinois
$369K -$12.3K -314 -3%
FHC
70
First Heartland Consultants
Missouri
$364K
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$345K -$857K -21,952 -71%
JSA
72
Jim Saulnier & Associates
Colorado
$313K
MFG
73
Merit Financial Group
Georgia
$311K -$20.1K -515 -6%
PIA
74
Panoramic Investment Advisors
Colorado
$289K
KCM
75
Key Capital Management
Tennessee
$281K +$40.3K +1,032 +16%