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AllianzIM U.S. Large Cap Buffer20 Oct ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$62M -$296K -7,987 -0.5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$46.4M +$1.06M +28,625 +2%
GI
3
Gradient Investments
Minnesota
$38.2M -$55.1M -1,489,840 -59%
CF
4
Centaurus Financial
California
$15.3M -$977K -26,396 -6%
Raymond James Financial
5
Raymond James Financial
Florida
$12.9M +$307K +8,288 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$12M -$263K -7,094 -2%
LAS
7
Lloyd Advisory Services
Georgia
$10.6M -$491K -13,268 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10M -$1.18M -31,850 -11%
KAS
9
Kestra Advisory Services
Texas
$9.58M +$703K +18,994 +8%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.28M -$94.8K -2,651 -1%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$5.84M -$296 -8 -0%
MAWAG
12
Mid-American Wealth Advisory Group
Missouri
$5.41M +$506K +13,672 +10%
FWM
13
FSR Wealth Management
Illinois
$4.97M -$26.4K -714 -0.5%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$4.23M -$30.1K -813 -0.7%
OWA
15
Outlook Wealth Advisors
Texas
$4.15M -$47.7K -1,290 -1%
AWS
16
Atria Wealth Solutions
New York
$2.96M -$301K -8,133 -9%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.93M +$185K +4,989 +7%
HBS
18
Howard Bailey Securities
Indiana
$2.63M -$65.7K -1,776 -2%
CAG
19
Compass Advisory Group
New York
$2.57M -$17.4K -470 -0.7%
TAP
20
Tounjian Advisory Partners
Florida
$2.33M -$67.9K -1,932 -3%
LIWM
21
Long Island Wealth Management
New York
$2.24M +$1.36M +36,839 +156%
GM
22
GeoWealth Management
Illinois
$2.19M +$388K +10,484 +21%
BFA
23
Brown Financial Advisors
Ohio
$2.15M -$727K -19,633 -25%
PA
24
PFG Advisors
Arizona
$1.94M -$339K -9,170 -15%
GLR
25
Great Lakes Retirement
Ohio
$1.91M -$195K -5,279 -9%