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AllianzIM U.S. Equity Buffer10 Sep ETF

24 hedge funds and large institutions have $12.4M invested in AllianzIM U.S. Equity Buffer10 Sep ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.02% less ownership

Funds ownership: 71.38%69.36% (-2%)

8% less funds holding

Funds holding: 2624 (-2)

16% less capital invested

Capital invested by funds: $14.8M → $12.4M (-$2.42M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$2.03M -$459K -14,916 -18%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.46M +$799K +25,999 +114%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.46M -$227K -7,381 -13%
AWS
4
Atria Wealth Solutions
New York
$1.36M -$530K -17,232 -28%
OMC
5
Old Mission Capital
Illinois
$829K +$463K +15,063 +119%
NF
6
Nvest Financial
New Hampshire
$819K
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$652K -$38.3K -1,246 -5%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$603K -$15.4K -500 -2%
IFG
9
Independent Financial Group
California
$492K
LPL Financial
10
LPL Financial
California
$394K -$12.3K -400 -3%
Raymond James Financial
11
Raymond James Financial
Florida
$351K -$5.2K -169 -1%
Citadel Advisors
12
Citadel Advisors
Florida
$324K +$83.7K +2,724 +34%
JSA
13
Jim Saulnier & Associates
Colorado
$311K
AAS
14
Avantax Advisory Services
Texas
$268K
HI
15
Harbour Investments
Wisconsin
$197K -$287K -9,319 -59%
JP Morgan Chase
16
JP Morgan Chase
New York
$179K +$180K +5,856 +3,957%
AIMU
17
Allianz Investment Management US
Minnesota
$145K
FFA
18
Farther Finance Advisors
California
$144K
Barclays
19
Barclays
United Kingdom
$140K +$144K +4,690 New
AWM
20
AE Wealth Management
Kansas
$131K -$253K -8,232 -65%
SWM
21
Spire Wealth Management
Virginia
$109K
IA
22
IFP Advisors
Florida
$17.9K
UBS Group
23
UBS Group
Switzerland
$5.22K -$22.6K -736 -81%
AF
24
Allworth Financial
California
$883
AFS
25
Access Financial Services
Minnesota
-$957K -31,269 Closed

SEPT Hedge Fund Activity: Q1 2025 in Review

24 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) for Q1 2025, worth a combined $12.4M — down 16% from $14.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SEPT and 1 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, adding an estimated $799K. The largest seller was Access Financial Services, exiting entirely with an estimated $957K sold.

  • 24 institutional investors held AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) as of Q1 2025, down from 26 in Q4 2024.
  • Funds reported $12.4M of AllianzIM U.S. Equity Buffer10 Sep ETF stock for Q1 2025, down 16% quarter-over-quarter.
  • 1 fund opened new AllianzIM U.S. Equity Buffer10 Sep ETF positions in Q1 2025 and 3 closed out, a net change of -2 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Sep ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $799K added.
  • The largest AllianzIM U.S. Equity Buffer10 Sep ETF seller in Q1 2025 was Access Financial Services, an estimated $957K sold.

Based on aggregated 13F filings for Q1 2025.