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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
AWM
1
AE Wealth Management
Kansas
$69.2M -$72.1K -2,255 -0.1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.3M -$508K -15,909 -3%
AWA
3
Authentikos Wealth Advisory
California
$7.33M -$218K -6,835 -3%
PIS
4
POM Investment Strategies
North Carolina
$6.59M +$6.67M +208,741 New
Osaic Holdings
5
Osaic Holdings
Arizona
$5.81M -$1.05M -32,777 -15%
A
6
Allianz
Germany
$5.25M +$5.16M +161,299 +3,226%
WW
7
Westshore Wealth
California
$5.02M -$1.22K -38 -0%
FWM
8
FSR Wealth Management
Illinois
$4.94M -$4.12K -129 -0.1%
ECA
9
Elevated Capital Advisors
Utah
$4.31M +$3.66M +114,556 +521%
Raymond James Financial
10
Raymond James Financial
Florida
$4.31M +$79.4K +2,485 +2%
AAM
11
American Asset Management
Florida
$4.24M -$67.9K -2,125 -2%
BOSSRA
12
B.O.S.S. Retirement Advisors
Utah
$3.74M -$251K -7,849 -6%
OWA
13
Outlook Wealth Advisors
Texas
$3.71M -$3.79M -118,444 -50%
HBS
14
Howard Bailey Securities
Indiana
$3.62M -$185K -5,797 -5%
LPL Financial
15
LPL Financial
California
$3.21M -$24.2K -757 -0.7%
IWMO
16
Integrated Wealth Management (Ohio)
Ohio
$3.16M +$195K +6,105 +7%
SWM
17
Spire Wealth Management
Virginia
$3.06M -$2.81K -88 -0.1%
KAS
18
Kestra Advisory Services
Texas
$2.4M +$911K +28,516 +60%
NA
19
Networth Advisors
Pennsylvania
$2.11M -$30.9K -966 -1%
GLR
20
Great Lakes Retirement
Ohio
$2.1M -$236K -7,375 -10%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.77M -$65.8K -2,059 -4%
LI
22
LifeWealth Investments
Florida
$1.71M -$394K -12,327 -19%
SW
23
SMART Wealth
Nebraska
$1.7M +$198K +6,180 +13%
FA
24
FSA Advisors
Michigan
$1.4M +$222K +6,956 +19%
CA
25
Centennial Advisors
Texas
$1.36M -$103K -3,233 -7%