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AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF

54 hedge funds and large institutions have $122M invested in AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 21 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Osaic Holdings
1
Osaic Holdings
Arizona
$21.1M
Raymond James Financial
2
Raymond James Financial
Florida
$10.6M
RA
3
RFG Advisory
Alabama
$10.1M
RCWM
4
Red Crane Wealth Management
California
$10M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$10M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.84M
AWM
7
AE Wealth Management
Kansas
$8.65M
UFF
8
USA Financial Formulas
Michigan
$5.59M
AWS
9
Atria Wealth Solutions
New York
$5.08M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.69M
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.61M
RGF
12
Retirement Guys Formula
Ohio
$2.44M
LAS
13
Lloyd Advisory Services
Georgia
$2.4M
SB
14
Strategic Blueprint
Georgia
$1.85M
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$1.67M
GIA
16
Gladstone Institutional Advisory
Florida
$1.49M
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.32M
BCI
18
Brinker Capital Investments
Pennsylvania
$1.21M
KAS
19
Kestra Advisory Services
Texas
$1.18M
FHC
20
First Heartland Consultants
Missouri
$1.13M
LPL Financial
21
LPL Financial
California
$1.03M
ECA
22
Elevated Capital Advisors
Utah
$1.02M
NFG
23
Nations Financial Group
Iowa
$936K
ASN
24
Advisory Services Network
Georgia
$885K
HBS
25
Howard Bailey Securities
Indiana
$744K