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AllianzIM U.S. Large Cap Buffer20 Sep ETF

42 hedge funds and large institutions have $43.6M invested in AllianzIM U.S. Large Cap Buffer20 Sep ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
10
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$5.96M -$221K -7,626 -4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.62M +$1.48M +48,890 +36%
AAM
3
American Asset Management
Florida
$4.23M -$106K -3,522 -2%
Raymond James Financial
4
Raymond James Financial
Florida
$3.83M -$59.9K -1,987 -2%
WW
5
Westshore Wealth
California
$2.56M
GM
6
GeoWealth Management
Illinois
$2.36M +$461K +15,293 +24%
KAS
7
Kestra Advisory Services
Texas
$2.05M +$977K +32,378 +91%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.44M -$39.3K -1,303 -3%
AWS
9
Atria Wealth Solutions
New York
$1.44M -$22.6K -750 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.24M +$232K +7,681 +23%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.05M +$34.4K +1,141 +3%
FFN
12
Focus Financial Network
Minnesota
$929K +$153K +5,067 +20%
OMC
13
Old Mission Capital
Illinois
$857K +$301K +9,989 +54%
CF
14
Centaurus Financial
California
$820K -$161K -5,341 -16%
SWM
15
Spire Wealth Management
Virginia
$761K -$159K -5,256 -17%
ECA
16
Elevated Capital Advisors
Utah
$748K
BWM
17
BCGM Wealth Management
Indiana
$702K
JPLA
18
Joseph P. Lucia & Associates
New York
$657K
BI
19
Ballast Inc
Kentucky
$657K +$657K +21,790 New
LPL Financial
20
LPL Financial
California
$636K +$636K +21,076 New
HI
21
Harbour Investments
Wisconsin
$539K -$38.5K -1,276 -7%
GFG
22
Grantvest Financial Group
New Jersey
$538K -$4.1K -136 -0.8%
CWG
23
Crown Wealth Group
North Carolina
$434K +$434K +14,396 New
PA
24
PFG Advisors
Arizona
$413K -$90.5K -3,000 -18%
Citadel Advisors
25
Citadel Advisors
Florida
$344K +$344K +11,401 New