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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
GFG
76
Grantvest Financial Group
New Jersey
$268K -$55.6K -1,425 -17%
CW
77
CreativeOne Wealth
Kansas
$260K -$507 -13 -0.2%
CPA
78
Clear Point Advisors
New York
$260K
AWE
79
Avidian Wealth Enterprises
Texas
$255K
BFS
80
BridgePort Financial Solutions
Iowa
$254K
PAG
81
Private Advisor Group
New Jersey
$254K -$36.5K -935 -12%
BAM
82
Belpointe Asset Management
Nevada
$250K
SL
83
Sentinus LLC
Illinois
$222K
GPWA
84
Gaddis Premier Wealth Advisors
Oklahoma
$219K -$52.3K -1,340 -19%
MC
85
Moors & Cabot
Massachusetts
$215K -$21.5K -550 -9%
FI
86
FWG Investments
Kentucky
$215K +$218K +5,576 New
RA
87
RFG Advisory
Alabama
$214K +$217K +5,550 New
RAG
88
RIA Advisory Group
Iowa
$212K
CFD
89
Creative Financial Designs
Indiana
$128K +$28.2K +722 +28%
AF
90
Advisornet Financial
Minnesota
$118K
FFA
91
Farther Finance Advisors
California
$82.8K -$736K -18,862 -90%
MCM
92
MAI Capital Management
Ohio
$36.1K
CA
93
CoreCap Advisors
Michigan
$35.7K
DRP
94
Decker Retirement Planning
Utah
$23.4K -$3.2K -82 -12%
HFS
95
Hantz Financial Services
Michigan
$7K +$6.95K +178 New
JP Morgan Chase
96
JP Morgan Chase
New York
$3.76K
UBS Group
97
UBS Group
Switzerland
$3.27K +$3.32K +85 New
AssetMark Inc
98
AssetMark Inc
California
$2.58K
Morgan Stanley
99
Morgan Stanley
New York
$846 +$859 +22 New
DAS
100
Diversify Advisory Services
Utah
-$704K -17,911 Closed