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AllianzIM U.S. Large Cap Buffer20 Oct ETF
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Overview Fund Activity

86 hedge funds and large institutions have $351M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
19
Reduced
40
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$9.34M
2
CF
Centaurus Financial
California
+$8.66M
3
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$4.66M
4
MFS
Mattson Financial Services
Michigan
+$1.67M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.04M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$7.96M
2
AWA
Authentikos Wealth Advisory
California
-$1.67M
3
AWS
Atria Wealth Solutions
New York
-$1.49M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.33M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$88.6M -$7.96M -226,608 -8%
AWM
2
AE Wealth Management
Kansas
$59.1M +$735K +20,929 +1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$43.1M -$1.06M -30,264 -2%
CF
4
Centaurus Financial
California
$15.4M +$8.66M +246,621 +128%
Raymond James Financial
5
Raymond James Financial
Florida
$11.9M +$846K +24,084 +8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$11.7M -$132K -3,761 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.6M -$42.2K -1,201 -0.4%
LAS
8
Lloyd Advisory Services
Georgia
$10.5M -$324K -9,212 -3%
Jane Street
9
Jane Street
New York
$10M +$9.34M +265,914 +1,391%
KAS
10
Kestra Advisory Services
Texas
$8.43M -$935K -26,625 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.22M +$1.04M +29,483 +14%
BOSSRA
12
B.O.S.S. Retirement Advisors
Utah
$5.54M +$27.6K +786 +0.5%
FWM
13
FSR Wealth Management
Illinois
$4.74M +$133K +3,789 +3%
MAWAG
14
Mid-American Wealth Advisory Group
Missouri
$4.66M +$4.66M +132,550 New
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$4.04M -$47.4K -1,350 -1%
OWA
16
Outlook Wealth Advisors
Texas
$3.98M -$83.3K -2,372 -2%
AWS
17
Atria Wealth Solutions
New York
$3.1M -$1.49M -42,488 -33%
BFA
18
Brown Financial Advisors
Ohio
$2.73M -$658K -18,729 -19%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.61M – – –
HBS
20
Howard Bailey Securities
Indiana
$2.55M -$160K -4,543 -6%
CAG
21
Compass Advisory Group
New York
$2.45M -$49K -1,394 -2%
TAP
22
Tounjian Advisory Partners
Florida
$2.4M +$2.4M +68,316 New
PA
23
PFG Advisors
Arizona
$2.17M -$42.7K -1,216 -2%
GLR
24
Great Lakes Retirement
Ohio
$2M -$109K -3,101 -5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.84M +$707K +20,123 +63%
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