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AllianzIM U.S. Equity Buffer20 Sep ETF

62 hedge funds and large institutions have $199M invested in AllianzIM U.S. Equity Buffer20 Sep ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $206M → $199M (-$6.81M)

53% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 30

Holders
62
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
AWMI
26
Aegis Wealth Management (Iowa)
Iowa
$1.25M
FA
27
FSA Advisors
Michigan
$1.2M
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.14M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.09M
FFN
30
Focus Financial Network
Minnesota
$976K
KFG
31
Kingdom Financial Group
Arizona
$850K
HI
32
Harbour Investments
Wisconsin
$799K
BWM
33
BCGM Wealth Management
Indiana
$799K
BFAG
34
Blackston Financial Advisory Group
Florida
$731K
ECA
35
Elevated Capital Advisors
Utah
$701K
CF
36
Centaurus Financial
California
$631K
JPLA
37
Joseph P. Lucia & Associates
New York
$626K
CAG
38
Csenge Advisory Group
Florida
$617K
AWE
39
Avidian Wealth Enterprises
Texas
$584K
MML Investors Services
40
MML Investors Services
Massachusetts
$455K
Q1WB
41
Quest 10 Wealth Builders
Virginia
$376K
FHC
42
First Heartland Consultants
Missouri
$349K
CW
43
CreativeOne Wealth
Kansas
$344K
CIA
44
Concurrent Investment Advisors
Florida
$312K
GFG
45
Grantvest Financial Group
New Jersey
$304K
CRWM
46
Castle Rock Wealth Management
California
$277K
AFG
47
Allegheny Financial Group
Pennsylvania
$262K
LWA
48
Lantern Wealth Advisors
New York
$260K
JP Morgan Chase
49
JP Morgan Chase
New York
$254K
PA
50
PFG Advisors
Arizona
$244K