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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

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

3% more funds holding

Funds holding: 6365 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6.21% less ownership

Funds ownership: 72.41%66.2% (-6.2%)

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
+2
Holders Change %
+3.17%
% of All Funds
0.8%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
15
Reduced
28
Closed
4
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 -$45K -1,407 -3%
AWMI
27
Aegis Wealth Management (Iowa)
Iowa
$1.21M -$24.2K -758 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.13M +$52.7K +1,648 +5%
FFN
29
Focus Financial Network
Minnesota
$901K -$65.2K -2,040 -7%
WIA
30
World Investment Advisors
California
$871K +$881K +27,565 New
OMC
31
Old Mission Capital
Illinois
$868K +$674K +21,099 +330%
BWM
32
BCGM Wealth Management
Indiana
$790K
LAS
33
Lloyd Advisory Services
Georgia
$765K -$15.2M -474,972 -95%
KFG
34
Kingdom Financial Group
Arizona
$765K -$76.3K -2,387 -9%
BFAG
35
Blackston Financial Advisory Group
Florida
$741K +$17.7K +555 +2%
CAG
36
Csenge Advisory Group
Florida
$687K +$77.6K +2,427 +13%
CF
37
Centaurus Financial
California
$625K
JPLA
38
Joseph P. Lucia & Associates
New York
$620K
HI
39
Harbour Investments
Wisconsin
$588K -$205K -6,421 -26%
AWE
40
Avidian Wealth Enterprises
Texas
$578K
MML Investors Services
41
MML Investors Services
Massachusetts
$412K -$38.2K -1,195 -8%
Q1WB
42
Quest 10 Wealth Builders
Virginia
$357K -$15.8K -493 -4%
FHC
43
First Heartland Consultants
Missouri
$346K
CW
44
CreativeOne Wealth
Kansas
$340K -$447 -14 -0.1%
CIA
45
Concurrent Investment Advisors
Florida
$308K
MFG
46
Merit Financial Group
Georgia
$297K +$87K +2,722 +41%
CRWM
47
Castle Rock Wealth Management
California
$275K
GFG
48
Grantvest Financial Group
New Jersey
$268K -$32.7K -1,024 -11%
AFG
49
Allegheny Financial Group
Pennsylvania
$259K
Citadel Advisors
50
Citadel Advisors
Florida
$256K +$259K +8,115 New