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AllianzIM U.S. Equity Buffer20 Sep ETF

65 hedge funds and large institutions have $186M invested in AllianzIM U.S. Equity Buffer20 Sep ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 4 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 funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $199M → $186M (-$13.2M)

46% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 28

Holders
65
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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.33M
AWMI
27
Aegis Wealth Management (Iowa)
Iowa
$1.21M
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.13M
FFN
29
Focus Financial Network
Minnesota
$901K
WIA
30
World Investment Advisors
California
$871K
OMC
31
Old Mission Capital
Illinois
$868K
BWM
32
BCGM Wealth Management
Indiana
$790K
LAS
33
Lloyd Advisory Services
Georgia
$765K
KFG
34
Kingdom Financial Group
Arizona
$765K
BFAG
35
Blackston Financial Advisory Group
Florida
$741K
CAG
36
Csenge Advisory Group
Florida
$687K
CF
37
Centaurus Financial
California
$625K
JPLA
38
Joseph P. Lucia & Associates
New York
$620K
HI
39
Harbour Investments
Wisconsin
$588K
AWE
40
Avidian Wealth Enterprises
Texas
$578K
MML Investors Services
41
MML Investors Services
Massachusetts
$412K
Q1WB
42
Quest 10 Wealth Builders
Virginia
$357K
FHC
43
First Heartland Consultants
Missouri
$346K
CW
44
CreativeOne Wealth
Kansas
$340K
CIA
45
Concurrent Investment Advisors
Florida
$308K
MFG
46
Merit Financial Group
Georgia
$297K
CRWM
47
Castle Rock Wealth Management
California
$275K
GFG
48
Grantvest Financial Group
New Jersey
$268K
AFG
49
Allegheny Financial Group
Pennsylvania
$259K
Citadel Advisors
50
Citadel Advisors
Florida
$256K