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AllianzIM U.S. Equity Buffer20 Oct ETF

94 hedge funds and large institutions have $426M invested in AllianzIM U.S. Equity Buffer20 Oct ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$91.3M
AWM
2
AE Wealth Management
Kansas
$86.8M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$45.5M
LAS
4
Lloyd Advisory Services
Georgia
$19.8M
Raymond James Financial
5
Raymond James Financial
Florida
$17.1M
AFS
6
Access Financial Services
Minnesota
$14.2M
Osaic Holdings
7
Osaic Holdings
Arizona
$9.02M
KAS
8
Kestra Advisory Services
Texas
$9M
CF
9
Centaurus Financial
California
$8.58M
MAWAG
10
Mid-American Wealth Advisory Group
Missouri
$8.44M
OWA
11
Outlook Wealth Advisors
Texas
$8.38M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.67M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.44M
FWM
14
FSR Wealth Management
Illinois
$5.64M
HBS
15
Howard Bailey Securities
Indiana
$4.86M
FTEA
16
Forty-three Eighteen Advisors
Arkansas
$4.6M
BOSSRA
17
B.O.S.S. Retirement Advisors
Utah
$4.5M
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$3.68M
AIMU
19
Allianz Investment Management US
Minnesota
$3.68M
IWMO
20
Integrated Wealth Management (Ohio)
Ohio
$3.62M
MML Investors Services
21
MML Investors Services
Massachusetts
$3.43M
SWM
22
Spire Wealth Management
Virginia
$3.27M
EWM
23
Elevation Wealth Management
Minnesota
$2.95M
CAG
24
Compass Advisory Group
New York
$2.64M
GLR
25
Great Lakes Retirement
Ohio
$2.6M