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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 %
CFD
76
Creative Financial Designs
Indiana
$33K +$1.81K +49 +6%
DRP
77
Decker Retirement Planning
Utah
$31K +$16.9K +456 +120%
SPIA
78
Steward Partners Investment Advisory
New York
$24.2K – – –
AF
79
Allworth Financial
California
$11.3K +$11.3K +306 New
Barclays
80
Barclays
United Kingdom
$6K -$1.14K -32 -16%
RWPA
81
Richard W. Paul & Associates
Michigan
$5.66K – – –
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$3.66K +$3.66K +99 New
PA
83
Pineridge Advisors
Missouri
$2K -$26.9K -726 -93%
RCWM
84
Red Crane Wealth Management
California
– -$626K -17,825 Closed
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
– -$611K -17,385 Closed
LRWM
86
Lord & Richards Wealth Management
Colorado
– -$539K -15,353 Closed
Citadel Advisors
87
Citadel Advisors
Florida
– -$398K -11,344 Closed
CFG
88
Copley Financial Group
California
– -$287K -8,172 Closed
WG
89
Wealth Group
North Carolina
– -$243K -6,911 Closed
CPG
90
Cornerstone Planning Group
New Jersey
– -$725 -21 Closed
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