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AllianzIM U.S. Equity Buffer20 Oct ETF

96 hedge funds and large institutions have $428M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

975% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 4

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

116% more capital invested

Capital invested by funds: $198M → $428M (+$229M)

68% more funds holding

Funds holding: 5796 (+39)

30.23% less ownership

Funds ownership: 109.6%79.37% (-30%)

Holders
96
Holders Change
+39
Holders Change %
+68.42%
% of All Funds
1.17%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.09%
New
43
Increased
24
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$91.3M +$20.2M +524,474 +29%
AWM
2
AE Wealth Management
Kansas
$86.8M +$85.6M +2,217,654 +27,776%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$45.5M +$1.26M +32,646 +3%
LAS
4
Lloyd Advisory Services
Georgia
$19.8M +$19.6M +507,409 New
Raymond James Financial
5
Raymond James Financial
Florida
$17.1M +$766K +19,832 +5%
AFS
6
Access Financial Services
Minnesota
$14.2M +$14.1M +364,400 New
Osaic Holdings
7
Osaic Holdings
Arizona
$9.02M +$3.19M +82,569 +55%
KAS
8
Kestra Advisory Services
Texas
$9M +$858K +22,220 +11%
CF
9
Centaurus Financial
California
$8.58M +$452K +11,713 +6%
MAWAG
10
Mid-American Wealth Advisory Group
Missouri
$8.44M +$8.36M +216,453 New
OWA
11
Outlook Wealth Advisors
Texas
$8.38M +$8.3M +214,983 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.67M +$433K +11,208 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.44M +$334K +8,644 +5%
FWM
14
FSR Wealth Management
Illinois
$5.64M +$5.59M +144,678 New
HBS
15
Howard Bailey Securities
Indiana
$4.86M +$4.82M +124,715 New
FTEA
16
Forty-three Eighteen Advisors
Arkansas
$4.6M +$4.55M +117,894 New
BOSSRA
17
B.O.S.S. Retirement Advisors
Utah
$4.5M +$4.46M +115,510 New
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$3.68M -$183K -4,737 -5%
AIMU
19
Allianz Investment Management US
Minnesota
$3.68M +$3.45M +89,238 +1,785%
IWMO
20
Integrated Wealth Management (Ohio)
Ohio
$3.62M +$3.59M +92,939 New
MML Investors Services
21
MML Investors Services
Massachusetts
$3.43M +$65.9K +1,706 +2%
SWM
22
Spire Wealth Management
Virginia
$3.27M +$2.53M +65,463 +357%
EWM
23
Elevation Wealth Management
Minnesota
$2.95M +$2.92M +75,595 New
CAG
24
Compass Advisory Group
New York
$2.64M -$11.6K -300 -0.4%
GLR
25
Great Lakes Retirement
Ohio
$2.6M +$2.58M +66,757 New