We are live on ! Find out more
SEPT icon

AllianzIM U.S. Equity Buffer10 Sep ETF

34 hedge funds and large institutions have $86.9M invested in AllianzIM U.S. Equity Buffer10 Sep ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $82.6M → $86.9M (+$4.3M)

3.94% more ownership

Funds ownership: 81.23%85.17% (+3.9%)

3% more funds holding

Funds holding: 3334 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
8
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$45.6M -$311K -8,950 -0.7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.9M -$1.15M -33,238 -8%
SW
3
SMART Wealth
Nebraska
$3.61M +$3.57M +102,800 New
FWM
4
FSR Wealth Management
Illinois
$3.33M +$486 +14 +0%
FI
5
FWG Investments
Kentucky
$3.02M +$86.1K +2,479 +3%
Raymond James Financial
6
Raymond James Financial
Florida
$2.3M +$1.11M +31,946 +95%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.07M -$114K -3,291 -5%
LPL Financial
8
LPL Financial
California
$1.99M -$5.94K -171 -0.3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.32M -$17.4K -500 -1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.24M +$682K +19,643 +126%
NF
11
Nvest Financial
New Hampshire
$1.04M +$226K +6,502 +28%
LAS
12
Lloyd Advisory Services
Georgia
$939K +$927K +26,711 New
Q1WB
13
Quest 10 Wealth Builders
Virginia
$868K -$8.37K -241 -1%
FA
14
FSA Advisors
Michigan
$843K -$35K -1,007 -4%
CAG
15
Csenge Advisory Group
Florida
$749K +$30.8K +886 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$604K -$2.85K -82 -0.5%
IFG
17
Independent Financial Group
California
$579K -$104K -3,000 -15%
LI
18
LifeWealth Investments
Florida
$479K -$480K -13,819 -50%
HI
19
Harbour Investments
Wisconsin
$434K -$153K -4,394 -26%
JSA
20
Jim Saulnier & Associates
Colorado
$367K
SA
21
Sanctuary Advisors
Indiana
$294K
FFN
22
Focus Financial Network
Minnesota
$224K -$3.47K -100 -2%
KAS
23
Kestra Advisory Services
Texas
$198K -$83.3K -2,400 -30%
A
24
Allianz
Germany
$176K +$174K +5,000 New
FFA
25
Farther Finance Advisors
California
$170K

SEPT Hedge Fund Activity: Q4 2025 in Review

34 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) for Q4 2025, worth a combined $86.9M — up 5.2% from $82.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SEPT positions and 7 closed out — a net gain of 1 holder — while 8 added to existing stakes and 14 trimmed.

The largest buyer was SMART Wealth, opening a new position worth an estimated $3.57M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.15M.

  • 34 institutional investors held AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) as of Q4 2025, up from 33 in Q3 2025.
  • Funds reported $86.9M of AllianzIM U.S. Equity Buffer10 Sep ETF stock for Q4 2025, up 5.2% quarter-over-quarter.
  • 8 funds opened new AllianzIM U.S. Equity Buffer10 Sep ETF positions in Q4 2025 and 7 closed out, a net change of +1 holder.
  • The largest AllianzIM U.S. Equity Buffer10 Sep ETF buyer in Q4 2025 was SMART Wealth, an estimated $3.57M added.
  • The largest AllianzIM U.S. Equity Buffer10 Sep ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $1.15M sold.

Based on aggregated 13F filings for Q4 2025.