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AllianzIM U.S. Equity Buffer20 Sep ETF

61 hedge funds and large institutions have $206M invested in AllianzIM U.S. Equity Buffer20 Sep ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

390% more capital invested

Capital invested by funds: $42.1M → $206M (+$164M)

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

49% more funds holding

Funds holding: 4161 (+20)

12.49% more ownership

Funds ownership: 57.54%70.02% (+12%)

Holders
61
Holders Change
+20
Holders Change %
+48.78%
% of All Funds
0.8%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
29
Increased
18
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$77.7M +$76M +2,470,096 +50,940%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$18.1M +$12M +391,079 +210%
LAS
3
Lloyd Advisory Services
Georgia
$14.4M +$14.1M +457,501 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.54M +$7.89M +256,234 +538%
AWA
5
Authentikos Wealth Advisory
California
$8.47M +$8.31M +269,821 New
Osaic Holdings
6
Osaic Holdings
Arizona
$7.06M +$1.83M +59,391 +36%
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$6.54M +$6.41M +208,217 New
FWM
8
FSR Wealth Management
Illinois
$5.17M +$5.06M +164,497 New
HBS
9
Howard Bailey Securities
Indiana
$4.94M +$4.84M +157,364 New
WW
10
Westshore Wealth
California
$4.94M +$2.24M +72,651 +86%
LI
11
LifeWealth Investments
Florida
$4.51M +$4.42M +143,607 New
Raymond James Financial
12
Raymond James Financial
Florida
$4.32M +$334K +10,865 +9%
AAM
13
American Asset Management
Florida
$4.32M -$84.4K -2,741 -2%
OWA
14
Outlook Wealth Advisors
Texas
$3.83M +$3.75M +121,826 New
SWM
15
Spire Wealth Management
Virginia
$3.21M +$2.37M +77,061 +306%
LPL Financial
16
LPL Financial
California
$3.14M +$2.43M +78,968 +375%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.81M +$1.49M +48,491 +118%
GLR
18
Great Lakes Retirement
Ohio
$2.43M +$2.38M +77,430 New
OC
19
Oppenheimer & Co
New York
$2.25M +$2.21M +71,736 New
CAG
20
Csenge Advisory Group
Florida
$2.06M +$2.02M +65,730 New
FA
21
FSA Advisors
Michigan
$1.29M +$1.27M +41,232 New
KAS
22
Kestra Advisory Services
Texas
$1.15M -$968K -31,461 -46%
HI
23
Harbour Investments
Wisconsin
$995K +$425K +13,810 +77%
FFN
24
Focus Financial Network
Minnesota
$960K -$6.68K -217 -0.7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$935K -$157K -5,095 -15%

SEPW Hedge Fund Activity: Q3 2025 in Review

61 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) for Q3 2025, worth a combined $206M — up 390% from $42.1M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SEPW positions and 8 closed out — a net gain of 21 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $76M. The largest seller was GeoWealth Management, exiting entirely with an estimated $2.36M sold.

  • 61 institutional investors held AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) as of Q3 2025, up from 41 in Q2 2025.
  • Funds reported $206M of AllianzIM U.S. Equity Buffer20 Sep ETF stock for Q3 2025, up 390% quarter-over-quarter.
  • 29 funds opened new AllianzIM U.S. Equity Buffer20 Sep ETF positions in Q3 2025 and 8 closed out, a net change of +21 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Sep ETF buyer in Q3 2025 was AE Wealth Management, an estimated $76M added.
  • The largest AllianzIM U.S. Equity Buffer20 Sep ETF seller in Q3 2025 was GeoWealth Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2025.