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AllianzIM U.S. Large Cap Buffer20 Sep ETF

37 hedge funds and large institutions have $45M invested in AllianzIM U.S. Large Cap Buffer20 Sep ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
6
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
1
Authentikos Wealth Advisory
California
$6.65M +$6.65M +232,863 New
Osaic Holdings
2
Osaic Holdings
Arizona
$6.08M +$186K +6,526 +3%
AAM
3
American Asset Management
Florida
$4.1M -$95K -3,328 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.92M -$2.89M -101,323 -42%
Raymond James Financial
5
Raymond James Financial
Florida
$3.68M -$40.9K -1,433 -1%
WW
6
Westshore Wealth
California
$2.42M
GM
7
GeoWealth Management
Illinois
$1.8M +$270K +9,445 +18%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.4M -$139K -4,873 -9%
AWS
9
Atria Wealth Solutions
New York
$1.38M -$46.4K -1,625 -3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.26M -$42K -1,472 -3%
KAS
11
Kestra Advisory Services
Texas
$1.02M -$966K -33,832 -49%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$963K -$48.7K -1,705 -5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$951K -$98.6K -3,455 -9%
CF
14
Centaurus Financial
California
$928K
FHC
15
First Heartland Consultants
Missouri
$915K +$600K +21,011 +190%
SWM
16
Spire Wealth Management
Virginia
$870K -$173K -6,052 -17%
ECA
17
Elevated Capital Advisors
Utah
$748K -$72.1K -2,527 -9%
FFN
18
Focus Financial Network
Minnesota
$734K
BWM
19
BCGM Wealth Management
Indiana
$665K
JPLA
20
Joseph P. Lucia & Associates
New York
$622K
HI
21
Harbour Investments
Wisconsin
$546K -$934K -32,716 -63%
OMC
22
Old Mission Capital
Illinois
$525K -$125K -4,376 -19%
GFG
23
Grantvest Financial Group
New Jersey
$513K -$87.9K -3,078 -15%
PA
24
PFG Advisors
Arizona
$476K
OPA
25
Old Port Advisors
Maine
$328K